How do I add notes to a job, submission, or pipeline?

Adding notes to a job 

  • Navigate to the “Jobs” page
  • Search the list for your desired job and select the job code 
  • Select “Global Actions,” then select “Add Notes” 
  • Fill in the note field and hit “Save” 

Adding notes to a submission 

  • Navigate to the “Jobs” page 
  • Select your desired job 
  • Click on + icon to expand the applicant list associated with the submission 
  • Select the applicant for whom you want to add a note 
  • Go to “Notes,” and fill in the notes field 

Note: Remember, you can receive email notifications for every note added to a submission. 

Adding notes to candidate pipeline 

  • Navigate to the “Jobs” page 
  • Select your desired job associated with the pipeline 
  • Click on + icon to expand the applicant list associated with the pipeline 
  • Select one or multiple applicants in the pipeline, then select “Add Notes” 
  • Enter your notes 
  • Select “save”

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