Creating and using tags

Available for User roles Limited Team Members and above
Packages All Lever packages

Tags are pieces of metadata that can be attached to postings and opportunities. Tags are used to define characteristics about the posting and/or candidate to which they are attached, that can then be used as search parameters to locate individual or subsets of opportunities. Tags are essential to zeroing on the candidates in your your pipeline and archive, as well as targeted KPIs in your in-app reports. Readers of this article will learn about...

Types of tags

There are three types of tags in LeverTRM:

Posting Tags

These tags are automatically added to a candidate's opportunity profile based on the posting associated with the opportunity. Tags can be manually added to a posting by clicking Add tag in the right-side column of the posting editor. Tags added this way are automatically attached to an opportunity profile when the opportunity is linked to the corresponding posting. For example, in the image below, the tags 'Javascript' and 'Data Science' have been added to the posting for an Analytics Consultant role. Any opportunities associated the with Analytics Consultant posting will have these tags automatically added to them.

Posting editor for Analytics Consultant posting with tags section circled, containing Javascript and Data Science tags.

The following posting fields are also added to as tags to associated opportunities:

  • Posting title
  • Location
  • Department/team
  • Work type

Note that the tags associated with the posting fields listed above do not appear in the tag section on an opportunity profile (described below) when the opportunity is in the active part of the pipeline. Once the opportunity is archived, the information in these fields will be added as tags to the opportunity profile. For example, in the image below, the posting title, location, department/team, and work type for the Analytics Consultant posting have been added to the tags section of an associated opportunity profile that has been archived.

Close-up of an opportunity profile for an archived opportunity. Tags for the posting title, location, department, team, and work type carried over from the posting are circled.

Opportunity tags

These tags appear in the tags section of an opportunity profile. Opportunity tags can be manually added to an opportunity by any user that has edit access to that opportunity. Tags carried over to the opportunity from the associated posting will also appear in the tag section on the opportunity profile.

Close-up of opportunity profile for an active opportunity with tags field circled containing Javascript, Data Science, and greater than five years tags.

For example, in the image above the tags 'Javascript' and 'Data Science' have been carried over from the posting associated with this opportunity. An additional tag for '> 5 yrs' has also been manually added to this opportunity to indicate that it is associated with a candidate that has more than five years of experience in this type of role. Opportunity tags also appear to the right of the job posting title when viewing the opportunity list in your pipeline.

Close-up of opportunity from previous image in opportunity list view with tags circled.

Source tags

These tags identify the location(s) or action(s) from which the opportunity was generated (e.g. Added manually, LinkedIn, job fair). Unlike opportunity tags, source tags appear next to the origin on the opportunity profile. An opportunity can have multiple source tags, however note that for reporting purposes the first-ranked source tag in the source tag field is given priority.

Close-up of opportunity profile with source tags field circled.

Using the 'Referral' source tag

If a source tag of 'Referral' is added to an opportunity, a referral form will be attached to the opportunity, which can be filled out by or on behalf of the referrer. Opportunities with the 'Referral' source tag will also have a field added to the profile to indicate who the candidate has been referred by. 

Close-up of opportunity profile with referral source tag circled and arrow pointing to referred by line.

The 'Referral' source tag will also appear next to the left job posting title in the opportunity list view, to make it clear to all users in your LeverTRM environment which opportunities belong to referral candidates.

Close-up of opportunity from previous image in opportunity list view with referral source tag circled.

To learn more, check out our help article on submitting referrals.

Source tags for custom job boards

If you published a posting on a custom job board, the secondary source tag for opportunities that are associated with that posting and are generated via application through the job board will match the name given to the job board (i.e. the text that follows "5D=" in the unique job board URL, with spaces represented by "%20").

Add job board modal with arrow pointing job board title, custom job board source tag, and text in custom URL following 5D=.

For example, in the image above, the source tag 'Custom Job Board' will be added to opportunities generated from applications via the custom job board to which the posting was published. To learn more about publishing postings to job boards, refer to our job boards help article.

Adding tags

Users with Limited Team Member access and above can manually add tags to opportunities and postings to which they have edit access. To manually add a tag, simply click into the tags field on the opportunity or posting and type the tag that you wish to attach. If the tag already exists in your LeverTRM environment, you can select it from the tag menu that appears.

Close-up of tags field on opportunity profile with text typed into field and menu extending with options for existing tags matching that text.

If the tag does not exist in your LeverTRM environment, you can create the tag, provided one of the following conditions is true:

  • You have at least Admin level access in your LeverTRM environment
  • Tags have not been locked down in your LeverTRM environment

Users with Admin access or higher have the ability to lock down tags in their LeverTRM environment. If tags are locked down, users with Team Member access and below will only be able to select from existing tags when adding them to opportunities (shown above). Users with Admin access and above will be prompted with a confirmation step when creating new tags.

Pop-over extending from newly add tag on opportunity profile prompting user to confirm the creation of the new tag.

If tags are not locked down, any user in your LeverTRM environment with at least Limited Team Member access can create a new tag by typing the name of the tag in the tag field and selecting Create new tag.

Close-up of tags field on an opportunity profile with create new tag option extending from the field where text for a new tag has been input.

Best practices for tag management and application

Here are some guidelines on how you can get the most out of tags in your LeverTRM environment.

Maintain consistency in how tags are how used

Variations in spelling and capitalization can cause unnecessary duplication of tags, which can make it difficult to find and report on opportunities based on specific characteristics. In order to ensure consistency, we recommend locking down tags in your LeverTRM environment once you have a clear idea of the types of tags you and your team use regularly. Check out our help article on locking down source and tags to learn more.

Sources and tags can be locked down by an Admin or Super Admin via Settings > Sources and tags.

Automate tag application

Automation workflows can be used to automatically apply tags to opportunities based on triggers and conditions that you define, saving you time in characterizing opportunities as they enter and move through your pipeline. To learn more, refer to our help article on automation workflows.

Automation workflow editor with triggers and conditions for automatic tag application.

Use tags for targeted reporting

You can filter by opportunity tags in most Visual Insights dashboards, allowing you to zoom in on key metrics related to specific candidate demographics. Take a look at our Visual Insights chart directory to review the different types of dashboards and the metrics they contain.

Close-up of opportunity tag field on a Visual Insights dashboard.

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