Adding Tags

Adding Tags

When you have a lot of data, it can be tricky to dig up that particular job opening or a candidate record with specific tags. Tags in Zoho Recruit allows you to group records with similar tags for easy viewing. Job Openings tags appear on the Job Openings page, Candidates tags on the Candidates page, etc.
Note: you can add tags to default modules except To-dos

Create new tags

To create tags:
  1. Click Settings > Setup > Customization > Modules > Tags.
  2. In the Tags page, select the module for which tags needs to be created from the Modules drop-down list.
     
  3. Click Add. Add Tag window is displayed.
     

Enter the Tag name in the text box and click Add.
The new tag details are displayed in the Tags page.

Note:
You can add multiple tags at one go.
By default, only Administrator profile has the permission to create, edit and delete a tag.

Associate Tags

Once tags are created in relation to the different modules in Zoho Recruit, you can associate them to the records in the modules.
Here, tags: Project lead and Strategy planning is created for Candidates module. To associate them with a candidate record, follow the steps:

  1. Navigate to Candidates module.
  2. In the Candidates home page, select the record.
  3. In the Record Details page, on the left panel, click the Associate tags links. Associate tags pop-up window is displayed with the existing tags. 
  4. Select the tags to which you want to associate the record and click Associate.
  5. If you want to associate to a new tag, enter the new tag name in the text box and click Add.
    The new tag is now associated with the candidate.
  6. The associated tags are displayed under the Associated Tags section in the Record details page.

Associating multiple tags in bulk

Zoho Recruit allows you to associate multiple tags to different records in bulk. This feature is available only in the paid edition.
Availability: Only Recruiter Admin and Recruiter will have access to perform a bulk update.

When you want to associate multiple tags to a candidate record, follow the steps:

  1. Navigate to Candidates module.
  2. Select the records to which you want to associate the tags.
  3. Click More Actions.
  4. In the drop-down list displayed, click Add tag. 
  5. Associate tags pop-up window is displayed with the existing tags. Select the tags to which you want to associate the record.
    If you want to associate to a new tag, click     Add. Enter the new tag name in the text box and is added to the existing tag list.
  6. Click on Add.
    The associated tags are displayed below the A    ssociated tags section in the respective Record details pages.

Filter Tags

Zoho Recruit allows you to filter records using tags associated with them. When you select a tag from the filter, only records with that tag get listed. From the above example, if you want to filter candidate records as per the associated tag name: Project Lead, follow the step:

1. Navigate to Candidates Module.
2. Go to Filter Candidates section in the left side.
3. Search for Associated Tags and enter tags to look for candidate records tagged for Project lead.

4. To narrow down the list with records that match multiple tags, select tags in the left sidebar and then click Apply Filter.

Unassociate Tags

You can unassociate a tag from a record anytime. From the above example, to unassociate Project Lead tag from the candidate record follow the steps:
  1. Navigate to Candidates module
  2. In the Candidates module home page, select the record.
  3. In the Record Details page, on the left panel, below the Associated Tags section, you can view associated tags.
  4. Click on the tags name to unassociate.

  5. A dialogue box is displayed with the following query: Click OK to confirm.


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