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How to Add Notes and Tag People

Summary

This guide explains how to add notes to a candidate’s profile and tag other users. Tagged individuals will receive an email notification, helping to keep relevant team members informed.

In this article

  • Before you begin
  • Step 1: Access the Candidate Profile
  • Step 2: Add a Note
  • Step 3: Tag People in the Note
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have View Candidate and View Job permissions to access the candidate profile and add notes.
  • Tagging people via the notes feature requires the person to be an active user in the system.

Step 1. Access the Candidate Profile

  1. Go to the Candidate Information page.
  2. Navigate to the Notes tab where you can add your note.

Step 2. Add a Note

  1. In the Notes section, you’ll see a text box where you can type your note.
  2. Write the details or comments you want to add regarding the candidate’s profile.

Step 3. Tag People in the Note

  1. To tag a person, type @ in the text box.
  2. A drop-down will appear with a list of users. Select the person you want to tag.
  3. The tagged person will receive an email notification about the note.
  4. Once you have added your note and tags, click Save to store it.
 

Frequently Asked Questions (FAQ)

1. Who can add notes to a candidate profile?

Users with View Candidate and View Job permissions can add notes to a candidate’s profile.

2 . How do I tag someone in the note?

Simply type @ followed by their name, and select the user from the drop-down list that appears.

 

3. What happens when I tag someone in a note?

The tagged person will receive an email notification informing them about the note you added to the candidate’s profile.

4. Can I edit or delete a note after it’s saved?

Yes, you can edit or delete a note by accessing the notes section and making changes as needed.

5. Will tagged people be notified if they don’t have an active account?

No, only users with active accounts in the system will receive the email notification when tagged.