Use Tags to Mark and Filter Applications
Tags are customizable labels that help committee members categorize, track, and filter applications. Tags must be enabled at the institution level before users can add them to an application. Tags can be added to an applicant’s record from the applications list on the positions page or the applicant's profile. Committee Members can use tags to:
- Identify candidates with notable achievements.
- Track progress through the hiring process.
- Mark applications that have been reviewed.
- Identify applications assigned to a particular evaluator.
- Filter the applicant list.
Tags are shared across the committee. All Committee Members can view tags associated with applicants for the position. Administrators should establish a consistent tagging convention before the evaluation process begins.
Mark Applications Using Tags
- Navigate to the Positions page and click the hyperlinked name of the desired position to view its overview page and list of applications.
- If allowed, Evaluators can add tags to an applicant record here by clicking the + icon. To remove a tag, click the “X” next to it.
Tags can only be removed by the person who added them, unless you are a Unit Administrator. Unit Administrators can remove any tags applied within their unit or by users at lower levels.
- Tags can also be added to applications in bulk by selecting the Tags dropdown when selecting multiple applicants using the checkboxes.
Filter Applications by Tags
- From the applications page select Filter to open a panel on the right-hand side.
- Select the tag(s) to use as filters on the applications list. Applications can be filtered by tags as well as other areas such as highest degree earned, application status, ratings, labels, and completion status.
FAQs
Can I create a tag without selecting an applicant?
No. Tags can be created only when you select an applicant. There is no centralized pool or bank of reusable tags.