We’ve introduced a notes field for each candidate request, allowing you to add important details or decision-making information. This will help you and your team track additional context when reviewing candidates.
Steps to Use the Notes Field:
1- Navigate to the Candidate Record
Access the candidate's record via the Request page.
2- Add Notes
On the record, locate the Notes section. Here, you can add notes regarding decisions, feedback, or additional details.
3- Edit or Delete Notes
At any time, you can return to the candidate record and make edits as needed. If notes are no longer relevant, you can delete them with a simple action.
4- Expand notes
If the information is too big to be displayed on the screen, you will have an option to see more and expand as needed.
Where Notes Appear:
- The notes will appear on the Requests page and in the CSV file when you export data.
- Notes will not be included in the final report by default, but you can ask our support team to activate it for you.
Questions or Feedback?
If you have any questions about using the notes field or need assistance, please contact our support team.