Tagging Candidates for Custom List Views

By default, your TimeTap candidate list shows all candidates unless you use the search options to find a candidate by a candidate's details or requisition numbers. With our new tagging feature, you can also tag candidates and get a custom list view based on the tags you've applied.

Where this will come in handy in particular is in uploading candidate lists. Recruiters like to only see candidates that they've added or uploaded as opposed to all candidates that all recruiters on their TimeTap account have uploaded.

In this documentation we'll go through how to upload a candidate list with tags attached as well as how to attach tags to candidates directly through the interface. We'll also look at how to sort the candidate list based on the tags you've applied.

Here's the table of contents for this documentation. Click on the link for any of the sections to jump to that section directly:

You can easily add tags to candidates from either the add candidate flow, the candidate list view, or the candidates profile view. Once you've tagged a candidate with a certain tag, you'll be able to sort your candidate list view by that tag.

In the "Add New Candidate" form found by going to the Candidates and clicking the green "Add New Candidate" button, you'll see the field for candidate tags underneath your account's custom fields:

In the candidate list view, if you select multiple candidates you'll see a button at the top of the list to "Add Tags". If you click on that, you'll be able to add tags to the candidates in bulk:

Lastly, on a candidate's profile, you'll see the tags section in the "Candidate Details for Recruiter Use Only" section:

You can use any of these three options to add tags to the candidate. They all work the same way, it just depends on what's most convenient to you at the time for which one you want to use (obviously, for instance, you would use the "Add New Candidate" option to add tags to an existing candidate record).

When adding tags, if you start typing in a tag name and that tag already exists on your account, it will appear as a suggestion underneath the type/input field:

You can use your up and down arrows on your keyboard to select the tag from the list of suggestions shown there or you can select it with your mouse. Once you've selected the tag to add to the candidate, it will appear in a small blue tag box underneath the input field:

If you start typing in an entry for which there is not currently a tag on your account, you'll also see the option at the bottom of the suggestions list to add a new tag:

You can't add the same tag multiple times to a candidate's profile. For example, you'll notice that this candidate already has the tag "Lucy" applied to him:

If I try to edit that candidate and add "Lucy" again, I'll get a warning that there are no new tag matches:

You can add as many tags as you'd like to a candidate. Once you've entered all the tags you want to apply, just click the selective save or update button depending on which method you're using:

Once you've updated the candidate's tags, you'll see them appear in the candidate tags field for whichever candidate you applied them to:

If you added any new tags while you were tagging the candidate, you'll notice that those new tags will now also appear in the display tag dropdown at the top of the candidate list:

This section of our documentation assumes you have already read through the basics of uploading a candidate list which can be found here. Here, we are adding onto the upload process with one more column for tags.

Let's take a look at a candidate list spreadsheet that I want to upload:

Important: You'll notice on the spreadsheet that the tags are separated by commas and that there are no spaces allowed in tags.

Once all of these candidates get uploaded to my account, I want them all to be tagged with "Lucy" so that I can sort the candidate list to show all candidates tagged with "Lucy" and see just my candidates.

To do this, I'll start by going to Candidates > More Options > Upload Candidate List:

I'll browse and upload the file in step 1 of the client upload process. Then in step 2, I'll map the column headers from the spreadsheet to the fields in TimeTap. For the "Tag" column from my spreadsheet, I'll map that to the "Tag(s)" option in the dropdown:

Once I've finished mapping the column headers, I'll click the green "Done With Field Mapping" button and TimeTap will run a check behind the scenes for any duplicate clients and display a preview table before you import. You'll see the tags that are going to get added to the client in a comma separate array there:

From here, I'll just click the green "Confirm & Import" button at the top of the table preview.

Once the candidates are imported, I can go into any of their candidate profiles and I'll see the tags added to that candidate record:

Most recruiters only want to see the candidate list that they added or uploaded. The easiest way to do this is to make sure that you tag your candidates when you upload or add them (as described in the previous two sections of this documentation page).

Once you've got your candidates tagged, you can go to your candidate list and sort the view by all those in that tag group. To do this, locate the "Display" dropdown at the top of your candidate list:

By default, this shows "All candidates" which will be a full list of all candidates that have been uploaded or added across recruiters. You can toggle that dropdown, however, to show the tags on your account:

Select whichever tag you want to display the candidates for, and you'll see your candidate list whittle down to just show the candidates with that specific tag:

Now that you've selected your preferred tag view, you can navigate away from the candidate list and come back to it and you'll notice that TimeTap remembers your selected preference.

To remove a tag from a candidate, you can click into the candidate's profile and use the "X" button next to the tag name to remove it:

If you remove the tag while the "Candidate Details for Recruiter Use Only" section is not in edit mode, then you'll get a small confirmation message that the tag has been removed:

Please note: if you remove the tag while the "Candidate Details for Recruiter Use Only" section is in edit mode, then you'll need to save your changes for the tag to ultimately remove.

You can also remove tags in bulk from candidates by using the filtered candidate list view. Start by selecting the tag group from which you want to remove some candidates:

After you've selected the tag group to display, select the candidates you want to remove from that tag group and then click the "Remove Tag" button at the top of the list view:

That will give you a small confirmation window to confirm you want to remove the tag. Click the red "Yes, remove tag" button to remove the tag:

You'll notice then that the candidate list will update with your tag selected and the candidates that you removed from that tag group will no longer be in it: