Use tags, sources, and rejection reasons consistently

Tags, candidate sources, and rejection reasons serve different purposes. Tags are labels your team applies; a source records how a candidate entered CVViZ; a stage-change reason explains a particular hiring outcome.

Apply and reuse tags

1. Open a candidate’s available tag controls, or select candidates in a list and choose Add tags.

2. Choose an existing tag or type a new one in Tags. Use short, consistent labels such as a skill community or talent-pool name.

3. Review the candidates selected and save the tags. Wait for the success message.

4. Use Filters → Basic Filters → Tags in a candidate list to find that group again.

Agree on tag spelling and meaning across the team to keep results consistent.

Read candidate sources

Source information is recorded by the acquisition or import workflow. Depending on the view, you may see sources such as an application, mail, vendor submission, career page, or another channel. Reporting can group these sources differently from the candidate list.

Use Tags for additional classifications; the original acquisition source remains unchanged. For reporting definitions, see Resume Upload Report and the relevant source report.

Record a rejection reason

1. Open the candidate in the relevant job and select their current hiring stage beside their name (Change stage).

2. Choose the appropriate New stage, such as the available rejection outcome that matches the decision.

3. If a Reason list appears, select a reason. The current form requires a choice when that list is present.

4. Add an optional Note explaining the decision for your team, then save the status change.

The job’s Hiring Pipeline determines available stages. Choose from the supplied reasons for the selected stage. See Reject a candidate and send a rejection message.

Configure the right setup area

• Recruitment Setup → Hiring Pipelines: choose and arrange the stages used by jobs where customization is available.

• Communication → Email Templates: maintain reusable messages.

Troubleshooting and next steps

If a tag fails to save, keep the selection and retry after checking the error. If a Reason list changes after you choose a different stage, select the new applicable reason. For missing setup areas, review permissions and feature availability.

Continue with Hiring Pipelines or candidate search and filters.