How to group candidate responses using Tags?

XoForms allows you to group candidates using tags such as Shortlisted, Interview to be Scheduled, Rejected, Waitlist, or any custom tag based on your hiring workflow. Tags help you clearly differentiate candidates and take the next action for each group efficiently. Watch out a video here.

Follow the below steps to create Tags in XoForms for grouping candidates :-

1. To get started, sign in to your Xobin dashboard and navigate to Other Tools > XoForms.
2. Click View Responses for the required XoForm to access all candidate submissions.

3. On the responses page, the left panel displays the Filter by Tags section. Click Add New Tag to create custom tags based on your recruitment process, such as Shortlisted or Interview to be Scheduled.

4. Once the tags are created, select one or more candidates using the checkbox beside their names. Click Categorize as at the top of the page and assign the selected candidates to the appropriate tag.

5. To view candidates under a specific category, select the required tag from the Filter by Tags section and click Apply Filters and Search. The responses list will update to show only candidates matching the selected tag.

6. You can take the next step directly from this page by inviting filtered candidates to an assessment. Select the candidates, click Invite, choose the assessment, optionally set an invite expiry date and custom message, and send the invitation.

This tagging workflow helps you organize candidate responses, track progress clearly, and move candidates forward in the hiring process without switching screens!

Updated on: 01/05/2026