During the recruitment process, recruiters interact with a large number of candidates. It can be difficult to remember specific details about each one, especially over time or when multiple team members are involved. To support efficient collaboration and better information sharing, iSmartRecruit offers a note-sharing feature that enables users to add, view, and manage candidate notes across the platform. This feature makes it easy to document key points and updates, ensuring all recruiters working with a candidate stay informed.
Written by Disha
Grid View of the Candidate screen
List View of the Candidate screen
Candidate Profile View
Each of these areas provides a Notes icon, allowing you to quickly add or view notes for any candidate.
Click the Notes icon in either the List View or Grid View on the Candidates screen.
Open a candidate’s profile and click on the note icon.
Choose a Note Type from the dropdown to categorise the note.
By default, the system selects "General" as the note type.
You can create custom note types to match your internal workflows.
Click the “+” icon next to the Note Type field.
You will be redirected to catalog.
Click Add New to open the Add Catalogue pop-up.
Enter a Label and Value, then click Save.
You can also edit or delete existing types using the pencil or X icon.
Note: After adding a new Note Type, click the refresh icon to update the dropdown list.
iSmartRecruit now supports adding the same note to multiple candidates in one go—ideal for bulk updates or shared feedback.
Go to the Candidate Module.
Select multiple candidates using the checkboxes.
Click on More Actions at the bottom of the screen.
Select Add Note from the list.
The Add Note dialog will appear. Fill in your note and select a Note Type as needed.
Click Save. The same note will be added to all selected candidates.
This bulk note feature enhances team communication and saves time when handling groups of candidates with shared feedback or status updates.
If you need assistance with using or configuring the notes feature, please contact our support team at [email protected].
