Adding notes to a candidate

Keeping context on a candidate without it going missing or going too far.

Notes let you and your colleagues keep context on a candidate as they move through the process, interview impressions, follow-up reminders, anything worth recording against their profile.

Adding a note

From the candidate's Notes panel, write your note and choose a visibility level before posting:

• Team Only: visible only to people on the job's team.
• Global: visible to anyone in your organisation with access to the candidate, across every job they're linked to.

Not everyone can post a global note, this is limited to Admin, HR, and recruiters or hiring managers on the job in question. If you don't see the option, you likely only have team-level access.

Mentioning a colleague

Type @ followed by a name to mention someone directly in a note.

Pinning important notes

Select Pin on a note to keep it at the top of the list, useful for anything you don't want getting buried as more notes are added. Select Unpin to remove it later. A pinned note shows who pinned it.

Viewing notes across jobs

If you're viewing a candidate from the "All Jobs" view rather than a specific job, you won't be able to post a new note, and each existing note shows which job it belongs to, since notes are always tied to a specific job.