How do I use tags?

What are 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.

 

These tags are based on the Posting that he or she is applied to.

  1. Posting title
  2. Location
  3. Commitment / type of role (full-time, part-time, internship, contractor, etc.)
  4. Team / department (Engineering, People Operations, Sales, etc.)

These tags are displayed in the candidate’s profile.

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; you and your team should decide how to use these tags based on your hiring process (see below for examples).

c. Source tags

These identify where the candidate came from. Examples of 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 Tags allows you to import more information. They’ll have the option to 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.

 

 

And within your pipeline at large.

 

 

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 its 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?

Reach out to us at support@lever.co and we’ll be happy to help! We can also send you an export of all of the tags and source tags associated with your account.

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