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Thread - Herman's Ten Laws of Recruiting & Sourcing CRM Systems Tagging
1) Whoever is working the person in the CRM in a list, folder, etc needs to be tagged in the CRM to that person
2) Properly titled & labelled & maintained (with accurate up to date info) folders are tags in/and of themselves… thus every single candidate should go in the most relevant folder possible. Every. Single. Candidate
3) You don’t tag it unless you’ve confirmed it. Never tag, thus attach a label, to any candidate, company, etc unless you have actually confirmed the information is correct.
4) If you confirm it & its not consistent with the folder(s) and tag(s) then remove them and put in the proper folders and tags that reflect the new updated & confirmed details you learned about the candidate/employer/etc.
5) Tags are for filtering. If you don’t foresee yourself filtering a list/folder/etc for it then don’t tag it. It is either redundant or useless to add a tag you have no actual filtering/labeling use for
6) Coughlin’s Law (from the movie “Cocktail”) – get rid of the dead (tags) they stink up the place! If a Recruiter, Sourcer etc is no longer at your company then for CRM purposes they are dead; thus their tags should be removed from any folders, lists, etc. you are working on
7) Stick to the 5 W’s when tagging – who from your company is working the person? Where is the person geographically located and/or looking to work? What LOBs and specialties at your company do they align with? What is their status you wish to make note of?
8) Use the add and detag functions on lists regularly to make tags consistent and/or correct e.g. if a tag for “Denver” is misspelled “Dver” then remove all the misspelled tags & replace them with the appropriate tag
9) Tags can easily be downloaded from into an .xls spreadsheet & shared w. the LOB to filter your candidate lists as they see fit
10) K.I.S.S – Keep It Simple & Steady – try to limit the number of tags below 8, 10 max. Beyond that is gets cluttered, confusing, & often redundant
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