We like to think of Candidate Notes as the web version of the little notebook you carry into meetings... only not for doodling. 😆
You can use Notes to record and organize your thoughts on candidates throughout the hiring process. Notes are visible to Hiring Managers by default, but you can lock individual notes if you’d like to keep your thoughts to yourself.
How to add notes to a candidate’s profile
You can access notes in a candidate’s profile.
Open the candidate’s profile.
Click the Notes tab in the middle section of the window.
Click Add Note and enter your notes.
Click the lock icon (padlock) if you’d like to make your note private.
Click the attachment icon (paper clip) if you’d like to upload an attachment.
Click Save.
Your note will be added to the top of the list of notes in the Notes tab. If your note is public, Hiring Managers on the position will be able to see it on the Team Scorecards tab of the candidate’s profile.
Hiring team Members won't see your notes, even if they're public. To add input for the whole team, use the Discussion tab instead.
💡 Tip: Stay focused with quick notes!
You can jot down a quick note from anywhere in a candidate’s profile. Just look for the Quick Note box in the details section on the right. Create a note here, and it will be added to the Notes tab.
How to edit and delete candidate notes
If you need to edit or delete a note, you can make changes from the Notes tab.
Open the candidate’s profile.
Click the Notes tab in the middle section of the window.
Locate the correct note in the list.
Click the edit icon (pencil) to make changes, then Save when you’re finished.
Click X to delete the note, then Yes please to confirm.
Note: The owner of a note can edit or delete it. Company Admins can delete any note, but only edit notes they own.
How to copy notes when you copy a candidate
When you copy a candidate from one position or pipeline to another, your notes (both public and private) will stay with them.
To copy a candidate to a different position or pool:
Open the candidate’s profile.
Click the More icon (three dots) near the top-right corner of the window.
Click Copy.
Select a position or pool from the dropdown.
Select a stage to add the candidate to.
Choose whether to apply stage actions, if any.
Click Copy Candidate.
Note: The profile must have a candidate email address in order to copy notes to a new profile.
