The recruiter has to deal with many candidates in their day-to-day recruitment process. It may be difficult to keep some candidates’ specific points in mind for a long time. In the case of more than one recruiter, it is also required to share these important points with other recruiters who may work with the same candidate.
In the system, you may create, save, view, and share notes. To add and View Notes, the system has multiple places you can use this feature, for smoother access and navigation.
Navigation Link: https://app.ismartrecruit.com/quickSearch
Notes icon in Grid View
Notes icon in List View
Step 1: Click on the Notes icon available on the Candidates screen List View/Grid View to open the Add Note window.
You can also add Notes for the Candidate from within their Profile view as well.
Step 2: Select the type of Notes from the dropdown that helps to easily classify based on the selected category. By default “General” will get selected.
You can also customise and create your Note Type in the system, by clicking on the + icon beside the 'Note Type' field.
*Note: Click on the refresh icon after you add a custom Note Type, to see the latest added option in the dropdown.
Step 3: Enter the Notes as per your preference in the available text area and click on Save.
*Note: If you wish to mention and notify other users in the Note, you can choose to add their names in the Notes details. Just Type @ and you can choose their name from the suggested users.
To read all added notes, you can hover the mouse pointer on the highlighted note icon.
*Note: The order of Notes in the display would be Latest to Oldest. The Latest added note is visible on top.
If the note is added for the Candidate, you can see the notes icon in orange colour. Click on the candidate name and see the Notes section in the right-side panel. On mouse hover, you can see a pencil icon. Click on the Pencil icon of the respective note to edit and update.
If the note is added for the Candidate, you can see the notes icon in orange colour. Click on the Candidate Name and see the Notes section in the right-side panel. On mouse hover, you can see a Delete icon. Click on the Delete icon of the respective note to remove it.
You can add a common note for multiple candidates in one go. In the candidate module, simply multi-select required candidates, click on the More Actions button and Add Note