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How to Use Tags to Organize Candidates
How to Use Tags to Organize Candidates

Using Tags allows you additional opportunities to organize your candidates -- saving time as you share resources and track their progress.

Greg Vendetti avatar
Written by Greg Vendetti
Updated today

1. Login to your RiseKit account at Staff Portal.

2. Move your mouse toward the left-hand menu.

3. Click on Candidates.

4. Search for the candidate(s) you'd like to tag using the search and filter options at the top.

  • If applying a Tag to a single candidate: click the three dots on the right side, then click Modify User.

  • If you are applying a Tag to multiple candidates: use the checkboxes next to each name to select your candidates and click Bulk Actions > User Profile.

5. Find the field labeled, Add tags and find the correct tag you'd like to apply to your candidate(s).

6. To create a new tag, simply type in a title and add a check mark next to Create "[your new tag title]" to apply it.

6. When done, click Apply Actions to save your settings.

You can now search for candidates by your tag(s) in RiseKit's search and filter options.

To learn to save filtered views into a TAB for easy access - review How to Create Tabs to Organize Participants.


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