This article explains how to use the Notes Field feature
We are excited to introduce a notes field for each candidate request, enabling you to record essential details and decision-making insights. This feature is designed to assist you and your team in maintaining valuable context during the candidate review process.
Steps to Use the Notes Field:
1. Access the Candidate Record
To begin, go to the Request page and select the candidate’s record you wish to review.
2. Enter Your Notes
Once you are on the candidate's record, find the Notes section. Here, you can input important information related to decisions, feedback, or any additional insights that may be useful during the review process.
3- Edit or Delete Notes
You can revisit the candidate record at any time to modify your notes as necessary. If certain notes become outdated or irrelevant, you have the option to easily remove them.
4- Expand notes
If the notes exceed the visible area on the screen, you will have the option to expand the section to view the full content 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.