🧭 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
