SenseloafDocs

Notes

Capture context and collaborate directly within your hiring workflow

2 min readUpdated Nov 1, 2026

Notes let you and your team capture updates, share context, and communicate decisions without leaving the platform. Whether you're flagging a delay, aligning on a candidate before an interview, or handing off to a colleague, Notes keeps all of that context attached to the candidate where it belongs.

This is especially useful in multi-recruiter setups where decisions and updates need to be visible to everyone involved in the hire.

What Notes does

#
  • Lets you add notes to any candidate at any stage
  • Accessible from both the candidate listing and the detailed report card
  • Keeps context attached to the candidate — visible to your entire team
  • Supports collaboration without switching to a separate tool

1. How to open Notes

#

Notes are accessible in two places so you can add context quickly whether you're in the list view or reviewing a candidate in detail.

From the candidate listing

Add Notes from the candidate listing

A notes icon sits at the end of each candidate row alongside other primary actions. Clicking it opens the notes panel directly, you don't need to leave the listing page to add or review notes.

From the detailed report card

Add Notes from report card

On the detailed report card, Notes appears directly below the candidate details. You can add a note right there without navigating away. To view previously added notes, click the icon next to Add Note to open the notes history.

2. When to use Notes

#

Notes are most useful in situations where context needs to be captured and shared before a decision is made. A few common scenarios:

a. Candidate delay update

A candidate has flagged they'll submit an assignment late. Add a note so your team is aware before the deadline passes.

b. Pre-interview alignment

You've confirmed prerequisite details with a candidate before their interview. Log it so the next person in the workflow knows the candidate is ready to proceed.

c. Internal handoff

You're passing a candidate to a colleague who will handle the next stage. Leave a note with relevant context so nothing is lost in the handoff.

Notes Panel
Did this page help?