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Leave notes on a candidate

Capture context, ask for feedback, and keep sensitive details on the candidate without losing them in chat.

Written by Amritanshu Anand

Notes are how your team trades context on a candidate inside Recruiterflow — feedback after a screen, call summaries, sensitive details you don't want on the main profile. Tag a teammate and they get an email; mark a note private and only admins and tagged people can see it.

When to use notes

Reach for notes whenever something about a candidate matters to your team but doesn't belong in the structured profile fields. Common cases:

  • Capture call summaries and screening details so the next person picking up the candidate has full context.

  • Ask a teammate for feedback by @mentioning them — they'll get an email with your message.

  • Discuss compensation or any other sensitive detail in a private note, visible only to admins and people tagged in the thread.

  • Log conversations and decisions so they live alongside the candidate's other activity instead of getting lost in chat.

Add a note

  1. Open the candidate's profile.

  2. Go to the Notes tab.

  3. Type your note. Use @ to mention a teammate — they'll be notified by email.

  4. Mark the note private if it should only be visible to admins and tagged users. Otherwise, it's shared with the whole hiring team.

  5. Save.


Example

A colleague finishes a screening call. They open the candidate's profile, go to Notes, paste their summary, and @mention you for sign-off. You get an email, jump back into the profile, and reply on the same note. The whole conversation lives on the candidate forever — no chat threads to lose, no separate doc to chase down.

Things to know

  • @mentions trigger an email to the tagged teammate. They can reply directly from the email or jump back into the candidate profile.

  • Private notes are visible to admins and anyone tagged in the thread. If you tag someone new later, they'll see the full history.

  • Notes stay attached to the candidate, so when you scroll back through their profile months later, the context is still there.

  • Notes aren't a substitute for structured fields. For preferred salary, location, or anything you want to filter and report on, use the dedicated profile fields.

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