The best way to organize your applicants automatically is to set up keywords and/or auto tags to tag an applicant's profile with the skills and experience that are important to you in making a hiring decision. 


Defining Keywords


Keywords are defined at the job posting level and are a useful way of scanning an applicant's resume and cover letter for the key skills and experience you are interested in. To set up keywords for one of your job postings: 


1. Either Edit an existing job or Create a New Job


2. Scroll down to the Keywords field located just below the job posting's city/state/country fields. 


3. Enter the keywords you want to highlight on applicant profiles and make sure to separate keywords or key phrases by a comma. 

Example: For a developer position where certain programming languages are minimum qualifications, you could enter keywords such as "Ruby, java, javascript, html" making sure that each is comma separated.


Where to Find Keywords on an Applicant's Profile


When the keywords you have defined are found on an applicant's resume and/or cover letter, you'll see those keywords show up on the applicant grid on their profile summary in the applicant grid as well as on the applicant's full profile under the Applicant Info section. Keywords are applied retroactively, so if you set up keywords on an existing job posting where you already have applicants, the new keywords you set up will be added to the applicant's profile. It might take a few minutes for this to update after you've saved your new keywords.


See some examples of keywords on an applicant's summary listing and profile below:


Summary Listing:



Applicant Profile:




 

Using Auto Tags in Form Builder


Setting up auto tags in Form Builder is the most effective way to apply tags for key skills and experience to an applicant's profile so you can easily view applicants who contain only certain skills and experience. Plus, it's really easy to do. Here's how...


1. Either Edit an existing job or Create a New Job


2. Scroll down to the Form Builder section located toward the bottom of the page and click on Start Customizing Form.

3. Either Add a question or Edit an existing question. 

Note: auto tags only work with the following question types: Multiple Choice, Select One, and Yes/No.


4. Once you've set up your question and any response options as needed, check the applicant tagging box to enable it and then...

   a. Select one or more applicant response options from the list of options entered OR the "Any Item (tag with selection)" option, which will automatically tag an applicant's profile with the response(s) entered, enabling you to capture more than one tag in one fell swoop. [On a side note, what is a "fell swoop" really? Does anyone besides Shakespeare know?]

   AND

   b. Select from existing tags or enter new tags that you want to have applied automatically whenever an applicant responds with the option you indicated in step above. If you've selected the "Any Item (tag with selection)" option, you won't need to enter any tags as they will be automatically applied for you - yay, automation! 


See screenshot below:



When an applicant selects a response to a screening question that you have set up auto tagging for, the tag(s) you have defined will be visible on the applicant's summary in your applicant grid listing as well as on the applicant's profile on the Applicant Info section. See some examples below.


Applicant Summary: 



Applicant Profile:




Filtering Applicants by Tag in the Applicant Grid


Once you've started applying tags to applicant profiles (whether manually or automatically through Form Builder), you can easily filter applicants by one or more tags to get a list of applicants that have certain skills or experience. 


1. From the applicant grid on a specific job posting or from the All Applicants tab, go to the tab you want (New Applicants, Rated Applicants, Archived Applicants or All Applicants).


2. Click on the select tags button and check the box next to each tag you want to filter on and then click on Apply



And that's that. Now you're a keyword and tagging expert!