👀 How to Review Candidates & Leave Notes

SCALIS makes it easy to view candidate details and leave collaborative notes throughout the hiring process. Here’s how to quickly find candidates and add your thoughts.

🔍 Step 1: Find Candidates in Your Pipeline

1. Go to the Pipeline View for your job.

2. Candidates are grouped by stage (e.g., Sourcing, Application Review, Interview Scheduled).

3. Use filters (top of the screen) to narrow down by application status, match score, or last activity

You’ll see key details at a glance:

• Candidate name

• Interview status (e.g., Interview Not Scheduled, Interview Scheduled)

• Most recent company and job title

• Tenure, match score, and more

Click a candidate's name to open their full profile.

🧾 Step 2: Review the Candidate Profile

In the candidate profile, you’ll see:

• Candidate summary (name, education, experience, contact)

• Current application stage and timeline

• Match % and total experience

• Navigation menu on the left for details like:

  • Resume

  • Screening Questions

  • Interview(s)

  • Scorecards

  • Offer Management

  • Notes

🗒️ Step 3: Leave a Note

1. Click the “Notes” tab in the left sidebar.

2. Add your feedback, thoughts, or reminders in the note editor.

3. Use formatting tools (bold, bullet points, etc.) for clarity.

4. Optional: Check the “Private – Only admins can see this note” box to keep the note internal.

5. Click Submit to save your note.

💡 Pro Tips

• Notes are visible to anyone with access to the job unless marked private.

• Use notes to log call summaries, internal feedback, or flag special considerations.

• For structured evaluation, pair notes with a scorecard in the Scorecards tab.

🛠️ Need Help?

If you're having trouble accessing a candidate or your notes aren’t saving, reach out to your recruiter or email us at support@scalis.ai.