Recruiters can now add notes directly from the Candidate Details -> Notes tab to keep a centralized, shared history of every candidate interaction. You can also edit existing notes inline, without navigating to a separate form. Each note can be shared with everyone who can access the candidate or kept private, and exports and client submissions include only shared notes.
Key Highlights
- A new Add Note action is available in the Notes tab.
- Record observations from calls, WhatsApp conversations, emails, interviews, or other interactions.
- Newly added notes appear at the top of the notes feed.
- Shared notes are visible to team members, improving collaboration and candidate context.
- Existing notes can be edited inline by the recruiter who created them, right from the Candidate Details page.
- Changes are saved instantly, and the edit history is preserved.
- Choose Share or Keep Private for every note, with the option to change it later.
- Only shared notes are included in Exports and Client Submissions, so private comments remain internal.
- Exports now include an Include Notes option, with each shared note appearing in a separate column (Notes 1, Notes 2, etc.).
- Rejecting a candidate now requires a rejection reason, which can also be marked as shared or private.
Step-by-Step Process
Step 1: Open the Notes tab
- Open the candidate and, in the Candidate Details panel, select the Notes tab.
Step 2: Add a note
- Click Add Note.
- Type your observation, for example a summary of a call or WhatsApp conversation.
Step 3: Choose Share or Keep Private
- In the Add Note window, use the Share with everyone who can access this candidate option to decide who can see the note.
- Keep the option selected to share the note. Shared notes are visible across the candidate’s profile.
- Clear the option to keep the note private.
- Click Submit to save the note.
Figure 1: Choosing whether to share a note or keep it private in the Add Note window.
Step 4: Review the notes feed
- The new note appears at the top of the feed. Shared notes are visible to other team members working on the candidate.
Figure 2: Adding a note from the Candidate Details Notes tab.
Step 5: Edit a note inline
- From the main Candidate Details view, open the Notes tab and find the note you want to update.
- Edit the note directly inline. There is no need to open a separate form.
- Your changes are saved instantly.
- The note's edit history is preserved for future reference.
- You can also change a note between shared and private later.
Step 6: Give a reason when rejecting a candidate
- When you reject a candidate, you now need to enter a rejection reason.
- You can mark the rejection reason as shared or private, just like any other note.
Things to Remember
- Notes create a shared record, so keep them factual and relevant to the hiring process.
- Edit history is preserved, so earlier changes to a note stay on record for future reference.
- Only shared notes are included in Exports and Client Submissions. Private notes always stay internal.
- Use the Include Notes option when exporting to add shared notes as extra columns (Notes 1, Notes 2, etc.).
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