Example: 

Let's say you shortlisted 20 candidates from a campus drive at ABC University. Simply add a tag named ABC to all 20 records in bulk. Similarly, you can also use the Posting Title, Department, or even Work Type as a tag. Basically, anything that helps you identify said records from a list of candidates will work! 

This will help you access all 20 records in a matter of seconds instead of spending time doing a manual search.

Availability

Supported Modules

Limits

Create new tags

1. Click Setup > Customization > Modules > [Module] > Tags.
   [Module] - Candidates, Job Openings, etc.
   
2. Click New Tag. The Add Tags window will be displayed.
   
3. Enter the Tag name in the text box, pick a color and click Save.
   
4. Your tag will then be created. Hover over the Tag to edit the tag label/color or remove it. Additionally, you can click ### beside the tag to see the number of records it is added to.
   
   

Adding multiple tags to a record

1. Navigate to the Details Page of the record you wish to tag.
   
2. In the Quick Access Panel, click the + icon under Tags.
   
3. Add tags pop-up window is displayed with the existing tags. Select the tags to that you wish to add.
   
4. If you want to add a new tag, enter the new tag name in the text box, select a color and click Save.

Filter Tags

1. Navigate to Candidates Module.
   
2. Go to the Filter Candidates section on the left side.
   
3. Search for Associated Tags and enter tags to look for candidate records tagged for Marketing.
   
4. To narrow down the list with records that match multiple tags, select tags in the left sidebar and then click Apply Filter.
   

Remove Tags

1. Navigate to the Candidates module.
2. In the Candidates module List View page, select the record.
   
3. In the Record Details page, on the left panel, below the Associated Tags section, you can view all tags added to the record.
   
4. Click on the tag's name to remove it.
    

1. From a record's Details page
   
2. From a module's List View page
   
3. While importing records
   
4. When records are added via Webform
   
5. As instant action in a Workflow Rule
   
6. As a Blueprint action

Tag a single record

1. Log in to your Zoho Recruit account and go to any module (such as Candidates or Job Openings).
   
2. Select a record from the list view where you want to add Tags.
   
3. Under Quick Access Panel > Tags, click the + icon.
   
4. Add relevant tags, select color and click Save.
   
5. You can also click on any tag to view the records associated to that particular tag.
   

Tag records in bulk

1. Choose the module (such as Candidates, or Job Openings), where you want to add tags.
   
2. Select all or multiple records based on your requirements and click More Actions () > Add Tags.
   
3. Select which tags you wish to add to the record(s) and click Save.
   
4. You can create new tags or select one from the tag suggestions (a list of existing tags will be shown) whenever you add tags in your Recruit account.
   
5. Once saved, the tags will be added to all the records that are selected in the List View page.
   

Tag imported records

1. Choose the module where you want to import records.
   
2. In the Import [Module] data page choose the required options and click Next.
   
3. Under Advanced Options, click the Tags field.
   
4. Select the tags you wish to add and click Import.
   
   

Tag records added via a webform

1. To add tags while creating a webform,
   
2. Go to Setup > Career Website > Webforms.
   
3. You will have an option to Add Tags, while creating or editing a webform.
   
   
4. Go to settings and add Tags based on your requirements and click Save.
   
5. The relevant tags will be added and associated to the records created via the related webforms.

Automate tagging records (using workflows)

Application
Automation workflows can be used to automatically apply tags to job openings based on triggers and conditions customers define, saving you time in characterizing job openings as they enter and move through your pipeline.

1. To set a tag as an instant action, do the following:
   
2. Go to Setup > Automation > Workflow Rules.
   
3. In the Workflow Rules page, click on the rule for which you want to create an instant action.
   
4. Click Edit to modify the rule settings.
   
5. Under Instant Actions, choose Tags and add the required tags to be associated with the workflow rule.
   
   
6. Whenever the rule criteria is met, the relevant tags will be associated to the records automatically.

Automate tagging in a process (using blueprint)

Note: You can add a maximum 10 tags at once upon executing a blueprint transition.

Important Note

While adding tags to your records in Recruit, you can choose to overwrite the existing tags with new tags. For example, you may require to add a set of relevant tags for particular actions through workflows.

If there are few existing tags and are not relevant to that particular action, you can overwrite them with new tags, if necessary. Overwriting tags will replace all the existing tags with the newly updated tags. Also, you can overwrite tags only while adding them via blueprint, workflows and to multiple records.