Retroactively Updating Applicant Tags

To retroactively update applicant tags based on how they applied, follow these steps:

1. Navigate to Sub-Account and Applications Tab
   • Go to the specific sub-account.
   • Click on the “Applications” tab.
2. Create or Update Smart Lists
   • Click on “More Filters.”
   • Type “Source” in the search field and select it.
   • Enter the source format, e.g., “job 01,” and click “Apply.”
   • Adjust the list as needed.
   • Click “Save as Smart List” and name it appropriately (e.g., “job 01 – Cleaning Technicians”).
3. Manage Smart Lists
   • Make the list public by managing the smart list options.
   • Ensure the smart list is global if needed by clicking the link icon and selecting “Share with all users.”
4. Update Applicant Tags
   • Select the relevant smart list (e.g., “job 01 – Cleaning Technicians”).
   • Check the box above all applicant names to select all records.
   • Click the “Add Tag” icon.
   • Add the specific position tag (e.g., “Cleaning Technician”).
   • Provide an action description (e.g., “Update retroactively for Cleaning Technicians”).
   • Click “Add” to stamp all contacts with the tag.
5. Repeat for Other Positions
   • Repeat the steps for other positions, adjusting the source format (e.g., “job 02” for rental cleaners).
6. Search and Verify Tags
   • In the candidate pipeline, search for positions based on tags.
   • Ensure the correct spelling of tags for accurate results.

Caution: Ensure to clear the search field when not in use to avoid filtering issues for future applicants.