This article provides interviewers and administrators with best practices for entering, saving, and finalising interview notes to ensure valuable feedback is captured accurately and securely. Following these instructions will prevent the accidental loss of information.
How to access and edit interview notes
To enter or edit your feedback, you must access the interview from the central Interviews list.
1. Navigate to Recruitment → Interviews.
2. Use the filters to find the candidate's interview. It will have a "Pending" or "In Progress" status.
3. Selecting the interview from this screen will open it in edit mode, allowing you to type notes and submit feedback.
📝
Accessing the interview from the candidate's profile inside a requisition will open it in a view-only mode. You cannot enter or edit notes from there.
Understanding 'Save' vs. 'Mark as Complete'
When entering feedback, you have two options at the bottom of the page. Understanding the difference is critical to avoid losing your work.
Save: This button saves a temporary draft of your notes. It allows you to step away and come back later to continue editing. However, these notes are not yet permanently submitted and can be lost if other actions are taken on the candidate's profile.
Mark as Complete & Submit: This checkbox and button finalises your portion of the interview. Once you tick the box and click submit, your notes are permanently recorded, and you will no longer be able to edit them.
How to prevent losing your notes
Always Mark as Complete: Before navigating to another page or closing your browser, ensure you have ticked the Mark as complete box and clicked Submit. Simply clicking 'Save' does not fully protect your notes.
Rejecting Candidates: Do not reject a candidate until all interviewers have marked their feedback as complete. Rejecting a candidate while their interview is still "Pending" or "In Progress" will permanently remove the interview activity and any saved (but not submitted) notes.
Updating Interview Guides: If an administrator updates and republishes an interview guide while you have notes saved in a draft, those notes will be erased. Always aim to mark your feedback as complete in a timely manner.
Frequently Asked Questions (FAQs)
I saved my notes but didn't mark the interview as complete. Now they are gone. Can they be recovered?+
Unfortunately, if notes were only saved and not submitted as complete, they cannot be recovered if the session timed out, the candidate was rejected, or the guide was updated.
Why does the interview status still say "In Progress" when I have submitted my feedback?+
The overall interview status will remain "In Progress" until every person assigned as an interviewer has marked their feedback as complete.
I made a mistake in my notes but have already marked them as complete. Can I edit them?+
No, once an interview is marked as complete and submitted, it cannot be edited or reopened. You can, however, add a new note or attachment to the candidate's general profile within the requisition to provide additional context.