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How Recruiters Should Use Notes During Candidate Screening

Why lightweight notes at save-time improve handoffs, manager feedback, and outreach quality.

Notes are often treated as optional, but they are the memory layer that keeps sourcing workflows coherent across days and team members.

2-3Lines per note
100%Notes at save-time
48hContext half-life

Example query

Keywords
Note template
Location
Per saved profile
Filters
Fit + risk flag
Experience
OTW status

Typical pool: 10-12 exports · Shortlist target: Manager-ready

Write notes at decision time

Add a note when you save a profile, not later. Context fades quickly and delayed notes become generic.

Keep notes decision-oriented

Record why the profile fits: stack match, location fit, OTW status, and one risk flag if relevant.

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Use notes in manager exports

Shortlist exports are stronger when each candidate includes a recruiter recommendation line from saved notes.

Avoid note overload

Two or three concise lines beat long paragraphs. Notes should accelerate decisions, not replace profile review.

Good notes turn a profile list into a decision-ready shortlist.

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