A guide to adding, editing, removing and filtering Tags in A-Suite.
What is a Tag?
A Tag is a way to organize your Recruit and Comply Users by adding a customized name or phrase to their Profile.
Why Should I use Tags?
Tags are a great way to organize your Users according to your customized workflow. So as Recruiting Statuses are aimed at being consistent, standardized dropdown selections, Tags are used to fit your account's needs when organizing your Candidates and Users.
You'll first need to configure your Tags, or set up your naming conventions before you can select them on a User's account.
To configure your Tags, navigate to the side menu, hover over Configuration, and click Tags.
From here, you'll either see a blank list, or a selection of Tags you can choose or edit.
Click the green button to create the desired type of tag.
Create as many as you'd like, and color code them for easier navigation.
To edit a Tag, double click the Name block, or click the color you'd like to change.
To remove any individual Tag, simply select the Trash can on too the left of the Tag.
Selecting Tags In a User's Account
To select your Tag in a User's Account, head into their User Profile, or find their name in your Applications List.
In The User Profile
In a User's Profile, click on the + Add Tag button in the User's Contact Information window. Now you'll be able to select any of the pre-made Tags you configured in the Tag editor.
In The Applications Card View
In the Applications Card View, find the User you'd like to add a Tag to, and select the + Add Tag(s) button at the bottom of their application card.
Now you'll be able to select any of the pre-made Tags you configured in the Tag editor.
In The Applications List View
In the Applications List View, you can filter by tags by clicking the column header "Tags." When you click the header, you can select one or multiple tags, and any applications that have that tag will be shown below.