Tags and tag rules
Add tags to a candidate from Manage tags on their profile. A role’s tags reach everyone added to it, and Tag rules in Settings → Hiring add and remove tags by themselves when someone is added or reaches a stage.
Tag a candidate#
On their profile, open Manage tags to add or remove tags. When AI is on, Suggest skills offers tags for the skills on their resume, for you to accept or ignore.
A role’s tags#
On a role’s page, set its tags: “Everyone added to this role gets these tags.”
Tag rules#
Admins write rules in Settings → Hiring → Tag rules with Add rule. Each rule says when it runs, for whom, and what it changes:
| Part | Choices |
|---|---|
| When | A candidate is added, or enters a stage |
| For | A role, a client or department, Who came in (Applied, Sourced, Referred, ATS import, Juicebox, Browser extension), or Location contains |
| Then | Then add tags, And remove tags |
For example: when a candidate is added to Brand Designer and came in from Juicebox, add design and remove cold. Rules don’t use AI.
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