What are Candidate Labels? How are they used?

What are Candidate Labels?

Labels are used to help you identify and categorize candidates.

How do I add a label?

You can add a label from the candidate dashboard, or from within the candidate's profile.

Adding a label from the candidate dashboard:

Click on "Candidates" on the left bar of your Trakstar Hire screen

Find the candidate(s) you are after, and click the check box(es) beside them

Note - you can only add labels to more than one candidate at a time if you have bulk actions enabled on your pricing plan .

Click "Add Label" below the top bar

A box displays for adding the label. You can choose any previous labels you've created or you can type in a new label you'd like to create. For a new label, you will need to either press enter after typing the label or choose to complete the new label from the dropdown that appears below the text you added:

The label will then appear as "complete" and you can click "Save" to add it to the candidate. You can add more than one label at at time as well, simply continue typing and picking labels before clicking "Save":

The label will now display on the candidate's profile. This example candidate has been labeled as a Bilingual:

Adding a label from within the candidate's profile:

Once within the candidate's profile, click "Add labels" at the top of the page, by the candidate's email and phone number:

If there are already labels on a candidate, the option for adding a new label (or editing/deleting labels) will say "Edit labels":

A box displays for adding the label. You can choose any previous labels you've created or you can type in a new label you'd like to create. For a new label, you will need to either press enter after typing the label or choose to complete the new label from the dropdown that appears below the text you added:

The label will then appear as "complete" and you can click "Save" to add it to the candidate. You can add more than one label at at time as well, simply continue typing and picking labels before clicking "Save":

How can I sort candidates by labels?

Once labels are applied, you can sort candidates via their labels by any of these methods:

Clicking on the label from within the candidate's profile or the candidate dashboard

Clicking "Filter by Label" on the lower left hand side of your candidate dashboard

Through the advanced candidate search feature.

How should I use labels?

Many companies use labels and all use them a bit differently to suit their needs. Here are a few examples that come to mind:

Using labels for identifying skills:

Many users labels to identify certain skill sets. For example, if you are hiring for a computer programer, and you want to label what tech language the person knows, you could label some candidates as "Java" and other as "Python"

Add a label instead of using the favorite flag

Others use the labels to "shortlist" or identify certain candidates. The favorite flag in the candidate profile (small flag near their name) is handy for this - but flag is only seen by you as a user. The label can help you identify this candidate to all users who have access to it

Identify past jobs or experience:

Some users use labels to highlight past jobs, college attended, or the location of the candidate

Highlight when a candidate is available to start work:

Perhaps you have an A+ candidate, but they won't be available until later in the year. Or, someone isn't looking for work now, but they're happy if you check back in later in the year. You can use labels to add a date to the candidate - to help you see everyone who is available "Fall 2016" for example.

Can labels be pulled to reports?

Labels can be pulled to your Candidates Report .

Do note: Labels only route to this report if they contain a colon .

For example, Available: Fall 2016 or Language: Java. In these cases, the word before the colon (Available, Language) would be the column header, and the information after the colon would be in the candidate's cell.

Where can I manage my labels?

You can manage the labels that you have created within your Trakstar Hire account in your Settings. Any Super Admin in your account can go to Settings > Candidates Configuration > Labels.

Here you will be able to see every active label currently being used within your account. The number (gray and in brackets) next to each label represents how many candidates are currently attached to that label. You can also edit or delete any of the labels that have been created here.

Clicking on the label itself will redirect you to the Candidate Dashboard to show you the list of candidates associated with that particular label. 

One last note...

Screen space is limited on the candidate dashboard, so keep this in mind when using the labels feature. Brief is best.

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