Need to add a note after making initial contact with a candidate, or maybe you need to make admin users aware of useful information after an interview? Now you can!
This step-by-step article will show you how to:
Adding a note:
Step 1: From the dashboard, click on Candidates on the left-hand tabs.
Step 2: Search for the candidate you wish to add a note about.
š”Top Tip! Select from the Live/Archived/Starters filters in the top left tabs before searching the candidateās name.
Step 3: Once you have found the candidate in question, click on the contact card icon.
Step 4: Click in the comments box, add any notes and then click Save.
A green success message will also briefly appear in the top right corner of your screen.
Made a mistake? Simply edit or delete the text, then click the save button.
āPlease note: For Work Friends users, the 'New to Care' menu will not display on this screen.
š”Top Tip! To let other users know who and when a note was added, we recommend adding both your name and the date to each entry made.
Viewing or editing a note:
Step 1: When a note is left, a speech bubble icon will appear on the candidate card next to the contact card icon.
Hover your cursor over the icon for a preview of the note added, or click on the icon to add or edit the note.
š”Top tip: Donāt forget to add your name and date to the added note.
And thatās it! Youāve now successfully added a note to your candidate, which other admin users will be able to view and add to.
If you have any questions, please get in touch by clicking on the chat icon in the bottom right of the screen.
What's next?