Skills, Profile Tags, and Global Tags in Beamery give you a range of labelling options that allow for easy filtering and segmentation of your CRM.  Pools in Beamery give you a way to build lists of candidate profiles that are easily accessible and shareable, and Custom Fields allow you to choose which information you collect, and who has access to see this information. 

Table of Contents

Functional Comparison
Use Case Recommendations
Examples

This article is available in video format! To view this article's accompanying video, click here to access it in our training platform. 

Functional Comparison

Check out the below table to understand the functional difference between Pools, Skills, Profile Tags, Global Tags and Custom Fields. As you decide which option to use, this will help you to understand which of these features meets your functional needs. 

Use Case Recommendations

Check out the below table to understand the Beamery recommendations for which feature or features are best suited to common Beamery use cases. As you decide which option to use, this will help you to understand which of these features meets the needs of your specific use case.  

Examples

Pools

Pools in Beamery allow you to build lists of candidates which can be made public or private, and can be easily shared with other Beamery users. Pools are the recommended option for managing Silver Medalist candidates, or tracking lists of candidates for future communications as they are designed to make this type of candidate management easy. Learn more about Pools here.

Check out the below list of examples of Pools in Beamery: 

• Accounting
• Administration / Clerical
• Customer Experience
• Customer Service
• Engineering
• Finance
• Facilities
• Human Resources
• Information Security
• IT Operations
• Legal
• Marketing
• Operations
• Sales
• Services
• Supply Chain
• Software Engineers - Front End
• Software Engineers - Back End
• Engineering Interns
• Data Scientist
• Silver Medalists
• Low Data Quality
• High Data Quality
• No Email

Skills

Use the Skills field on the profile to highlight candidate skills or capabilities, especially those that are relevant to the roles hired for at your organization. Using the Skills field in Beamery will help you to save time when sourcing, as Beamery’s AI-Powered Smart Sourcing features leverage the information held in the Skills field of a Beamery Profile. Declared Skills are skills found in a contact's resume or application, or added manually by a user. Suggested Skills are skills Beamery's AI has inferred based on the contact's Primary Job Title.  Learn more about Skills here.

Check out the below list for some examples of Skills in Beamery: 

• Javascript
• Python 
• CSS
• HTML
• Excel 
• Thought Leadership
• Video Production
• Database Modeling

Profile Tags

Profile Tags in Beamery are used to label individual candidate profiles, and a Profile Tag can be created by any user. This offers more flexibility when compared with Global Tags, which are controlled by admin users. Profile Tags can also be synced with your ATS via an integration, which makes them ideal for information that you would like to travel between your ATS and Beamery. Learn more about Profile Tags here.

Check out the below list for some examples of Profile Tags in Beamery: 

• Qualification - MBA
• Certification - Salesforce
• Preference - Remote Work
• Preference - Night Shifts
• Preference - Weekend Availability

Global Tags

Global Tags in Beamery are a higher level foldering system than Profile Tags, which allow for the tagging of various elements throughout Beamery, including Profiles, Pools, Vacancies and Recipes. Global Tags are managed by admin users, allowing users to choose from a controlled library of options when applying Global Tags. To ensure data completeness, Global Tags can also be made mandatory when creating a new Profile, Pool, Vacancy or Recipe. Global Tags can also be synced with your ATS via an integration, which makes them ideal for information that you would like to travel between your ATS and Beamery. Learn more about Global Tags here.

Check out the below list for some examples of Global Tags in Beamery: 

• Education - PhD
• Education - Masters
• Seniority - Entry-level
• Seniority - Junior
• Seniority - Mid-level
• Seniority - Senior
• Seniority - Executive
• Resurfaced Contact
• Readiness - Ready Now
• Readiness - Ready Soon
• Readiness - Ready Later
• No Email
• Implied Consent
• Consent Required

Custom Fields

Custom fields in Beamery should be used to track any bespoke, Beamery-specific information that your organization has decided to collect from candidates. Admin users in Beamery can set which Beamery users can see a Custom Field based on their permission level in Beamery, which makes Custom Fields ideal for use cases like gathering DE&I or ERG group information. Learn more about Custom Fields here.

Check out the below list for some examples of Custom Fields in Beamery: 

• Primary Area of Interest
• Secondary Areas of Interest
• Career Change Timing
• Willing to relocate
• Willing to Travel
• People Leadership
• Current job situation?
• Level of interest in hearing from us
• Things I'd like to hear about
• Recruiter Rating / Validation
• Candidate Assessment Score
• Culture Fit
• Interview Feedback
• Passive / Active
• Validated by Business
• Data Request
• Data Request Comments
• Race (US EEO)
• Ethnicity (US EEO)
• Gender Identity
• Veteran Status
• Disability

In Summary…

Use this article for guidance when you need to decide whether a Pool, Skills, Profile Tags, Global Tags or Custom Fields is the best fit for your needs. Please reach out to support@beamery.com if you have further questions about these features. 

Additional Resources 

An Overview of Pools
An Overview of Using Skills in Beamery
Using Profile Tags in Beamery
Using Global Tags in Beamery
Using Custom Fields in Beamery