Set up Custom Tags (Table Editor)

Custom Tags are used to tag and search against your candidates. Up to three unique, customizable tags are available for you to create -- simply define the tag name and type (text, date, or numeric). For example, a "Birth Month" tag makes it easy to track upcoming candidate birthdays.

On This Page

Create a New Custom Tag

Add Custom Tags to a Talent Record

Update Custom Tags on a Talent Record

Searching and Reporting With Custom Tags

Create a New Custom Tag

Custom Tags are configured in Account & Settings → Table Editor. Once created, they appear on the Talent Record in the Custom Widget (Category = Tags).

1. Click on Account & Settings

2. Click on Table Editor

   
3. Use the search bar in the upper left to locate the Custom Tags option
4. Add a name to the New Item field
5. Choose a field type from the Item Type dropdown:
   1. Date
   2. Number
   3. Text

6. Click the Add button

   

7. A confirmation pop-up will appear in the upper right, and the new tag will be visible in the list

   
8. All custom tags can be edited or deleted using the pencil and trash can icons

Add Custom Tags to a Talent Record

Custom Tags are visible on the Talent Record in the Custom Widget (Category = Tags). They can also be edited directly from the Talent Record → Tags tab → bottom section.

1. Go to the Talent record
2. Open the Custom Widget
3. Click the Edit icon (pencil)
4. For the Category field, select Tags
5. In the Field dropdown, select an option
6. Click the Plus icon (+)
7. Click the Save icon

Update Custom Tags on a Talent Record

1. Go to the Talent record
2. Click on the Tags tab
   1. Scroll to the bottom to see the Custom Tags field(s)
3. Click the Edit icon (pencil)
4. Update the field(s)
5. Click the Save icon

Searching and Reporting With Custom Tags

Once configured, Custom Tags are searchable in the ATS using the Applicant/Talent Categories search field. This makes them the recommended option when you need to search or filter candidates by a custom data point.

Note: Custom Tags are currently not available as filterable columns in standard reports. A report that includes custom field data is coming soon -- watch the product release notes for updates.