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📝 How to Add a Touchpoint to a Candidate Profile

Touchpoints help you document meaningful interactions with candidates — such as phone calls, emails, or notes from a meeting — so your team has full visibility into the hiring journey.

📍 Step-by-Step Instructions

  1. Go to the Candidate Profile
    From any job or the talent database, click on the candidate’s name to open their profile.

  2. Open the Activity Log
    In the candidate profile, navigate to the Activity Log tab. This is where all logged interactions and updates are tracked.

  3. Click “+ Add Touchpoint”
    At the top-right corner of the Activity Log, click the + Add Touchpoint button.

  4. Complete the Touchpoint Details
    In the pop-up window:

    • Touchpoint Type: Select from options like Call, Email, Linkedin InMail, etc.

    • Date: Set when the interaction took place.

    • User: Set which user made the interaction

    • Notes: Include key context, outcomes, or next steps.

Important: Touchpoint Notes are public to everyone on the hiring team. If you want to add a private note, you must do so directly from the notes tab.
  1. Save the Touchpoint
    Click Save. The touchpoint will now appear in the Activity Log with a timestamp and author.