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Candidate 360 - Adding & Managing Candidate Notes

The Notes tab in the Candidate Profile allows users to add internal comments, observations, or follow-ups related to a candidate’s profile.

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Written by Megha Sharma
Updated over 12 months ago

🧭 Why This Page Is Important

📌 Acts as a central log for recruiter feedback and historical comments
🤝 Improves team collaboration and visibility across placements
⚡ Helps ensure nothing is missed about the candidate
🗂️ Keeps a clear record of activity, especially in high-volume hiring environments


✨ How to Add Notes to a Candidate Profile

Follow the steps below to create and manage internal notes on a candidate’s profile.


🖱️ Step 1: Click the Add Note Button

Navigate to the Notes tab within the Candidate Profile.
Click the blue Add Note button on the right-hand side.

💡 This tab sits beside “Candidate 360” and “Documents”.


✍️ Step 2: Write and Save the Note

A pop-up window appears to enter your note.

  • 📝 Description field allows up to 4000 characters

  • 🕒 Automatically logs creator name and timestamp

  • ✅ Click Save to finalize the note

  • ❌ Use Cancel if you want to discard the input

✏️ Use this space for anything helpful: communication notes, interview impressions, red flags, or status updates.


📋 Step 3: View All Notes Logged on the Profile

Once saved, all notes appear in a list format:

  • 🔶 Labeled as “Note”

  • 👤 Shows the user who added the note

  • 📅 Includes the date and time

  • 📜 Allows for expanding long notes with “...more”

📌 Notes are arranged by date, with the most recent on top.


🧠 Key Tips & Best Practices

Be specific: Write actionable insights that help other recruiters
🕵️ Use notes to flag concerns or highlight readiness for interviews
🔄 Update notes after major events (e.g., screening call, interview, no-show)
📁 Keep everything in one place—no need for external docs or spreadsheets
🔐 Internal only: Candidates cannot see these notes


🔄 How This Helps You

  • Ensures team members are always on the same page

  • Saves time by eliminating repeated communication

  • Reduces risk of error or duplicated follow-ups

  • Increases professionalism with clear, timestamped logs

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