Cortex Applicant Tagging

Use tags in Cortex to organize applicants during application review.

1. What is the Cortex applicant tagging?

Cortex Applicant Tagging allows you to apply customizable labels to applicants throughout the review process. Tag names can be any sequence of numbers or letters.

Tags help your program:

• Organize applicants by track, interest, or workflow

• Highlight important applicant characteristics

• Coordinate review activities across your team

• Quickly revisit applicants later in the season

To keep tagging useful and consistent across your program:

• Use clear, recognizable tag names

• Avoid creating duplicate tags with similar meanings

• Agree on common tag workflows across reviewers

• Use colors consistently for easier scanning

• Apply tags during review to avoid needing to revisit applicants later

Who can manage and view this feature?

2. Before starting

Before using Cortex Applicant Tagging, make sure:

• You have access to Cortex

• You can view applicants within your program

• Your program has applicant data available in Cortex

• You have the appropriate permissions to create or manage tags, if needed

You can still apply and remove existing tags if you have applicant access, even if you do not have permission to create new tags.

3. Creating a tag

You can create custom tags directly in Cortex.

• Tags include:

  • A custom name

  • A color label

  • Shared visibility across your program

  To create a tag:

  • Navigate to Cortex

  • Select the Settings tab

  • Select the Add icon

    

  • Enter the tag name

  • Select a color

  • Save the tag

4. Apply tags to applicants

You can apply tags throughout Cortex while reviewing applicants. Tags are collaborative and update in real time for your program.

Tags are visible in the following areas of Cortex:

• Applicant List

• Applicant Details

• Score Drawer

• Selection Page

• Bulk Actions

To apply a tag:

• Open the applicant record or review page

• Locate the tagging section

• Select an existing tag or create a new one

• Apply the tag

5. Removing tags from applicants

You can remove tags from applicants at any time. Users can also remove tags created by a different user. To restore a tag that was removed, simply re-add the tag to the applicant.

Removing a tag from an applicant does not delete the tag itself. The tag remains in the system and can be managed in Settings or in the Core Tags Manager even though a tag is removed from the applicant.

To remove a tag:

• Locate the applied tag

• Select the X beside the tag

The tag will immediately be removed from that applicant.

6. Filtering applicants by tags

You can filter applicants using one or more tags. Applicants with any selected tag will appear in the results.

To filter by tags:

• Open applicant filters

• Select the Tags filter dropdown

• Select one or more tags

7. Managing tags

Programs can manage existing tags within Cortex; they can manage their tags in the Tags menu, accessible under Settings -> Tags in Cortex, or in the Core Tags Manager.

Available management actions include:

• Edit tag names

• Update tag colors

• Delete unused tags

8. Frequently asked questions