Customizing Candidate Note Types

Creating Custom Note Types for Candidates

How to create and manage custom note types for candidates in the system, ensuring consistency and accuracy in note-taking.

Scroll down to the bottom for a video explanation of these steps

Key Steps

Access Admin Settings

Log into the system.
Click on the Admin Settings menu.

Navigate to Candidate Settings

In the Admin Settings menu, select Candidate Settings.
Locate and click on the new tab labeled Note Types.

Add Custom Note Types

If the Note Types section is blank, click on the Add Note Type button.
Enter a name for the note type (e.g., "Client Interview Feedback").
Click Add to save the new note type.

Rearrange Note Types (Optional)

To customize the order of your note types, click and drag them in the list to your desired position.

Adding Notes to Candidate Records

Navigate to a candidate record by selecting a candidate from the system.
Scroll to the Notes Section and click on Add Note.
Choose the relevant note type from the dropdown menu.
Enter the note content and click Save.

Tips for Efficiency

Create a standardized list of commonly used note types to streamline the process.
Regularly review and update note types to ensure they remain relevant and useful.
Encourage team members to provide feedback on note types to improve the system continuously.
Use consistent terminology across note types to enhance understanding and reduce errors.

By following these steps, team members will be able to effectively create and manage custom note types for candidates, leading to improved communication and documentation within the team.

Video Walk Through

Updated on: 30/01/2025