How do I use tags?

Tags are one of many components associated with a candidate’s profile or a Posting. Tags provide you with the ability to easily filter candidates based on a number of categories.

a. Posting tags

Some tags are automatically associated with a candidate.

PostingEditor_CategoryTags.png

These tags are based on the Posting that the profile is associated with.

  1. Posting title
  2. Location
  3. Department/team
  4. Work type

Please note: Although these tags are not explicitly displayed in the candidate profiles tags section, they are associated with the profile in the background! So you cannot manually apply them to the profile.

Profile_Jobs_CategoryTags.png

b. Candidate tags by posting

Posting tags are customizable and will be added to the candidate profile when the candidate applies to that posting or is manually added to it. These can be configured from each individual postings editor mode.

PostingEditor_PostingTags.png

c. Source tags

These identify where the candidate came from. Examples include GitHub, Glassdoor, Referral, Posting, Career Fair, Indeed, and AngelList. Much like tags, you can add multiple sources.

  • Custom URL source tags allow you to track candidates that came into Lever through specific specific job board postings or social media campaigns. These unique source tags will allow you to determine exactly which postings and campaigns results in the most effective hiring. For more information about Custom URL source tags, check out this article.
  • Referral tags are a special type of source tag. Adding “Referral” as a Source Tag allows you to import more information. The person adding the tag will have the option to fill out the referral form and include their name, a rating for the candidate, and a short blurb about how they know each other.

You’ll notice that Referral source tags are colored differently, drawing special attention to referrals made by your team members.

Profile_ReferralSourceTag.png

And within your pipeline at large.

Candidates_ReferralTag.png

How do I use tags?

We recommend that you work with your team to figure out the best way to use tags. Every company uses tags in a slightly different way and it’s best when everyone is following the same tagging conventions.

Some companies use tags to note previous positions or industries:

Universities/Education:

Previous employers:

Specific skills:

Need help? Or a second opinion about how you’re using tags?

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