Manage Interview Note Templates

1. What is an Interview Note?

An interview note is a customizable collection of questions created to guide interviews effectively. You can design multiple interview note templates tailored to different roles or hiring processes.

2. Creating a New Interview Note Template

1. 1. Navigate to [Templates]
   2. Select [Interview notes]
   3. Click [+New interview note]

Note: Entries are not saved automatically. To save your work, click [Save changes] at the bottom-right of the screen.

2-1. Set Up General Settings

1. 1. Enter the template’s [Name]
   2. Add a [Description]
   3. Choose a stage from the dropdown under [Default template for stage]

2-2. Building the Interview Note Structure

Interview Notes are organized into sections, each containing a set of questions.

2-2-1. Adding a New Section

1. 1. Click [+Add new section]
   2. Enter the section’s name in [Section title]

2-2-2. Adding Questions to a Section

1. 1. Click [+Add new question] at the bottom of the section
   2. Select the response type from the [Select] dropdown
   3. Fill out the question

2-2-3. Removing a Section

1. 1. Next to the section you wish to delete, click [‥] and select [Delete]

2-2-4. Deleting Questions from a Section

1. 1. Next to the question you wish to delete, click [‥] and select [Delete]

3. Managing Your Interview Note Templates

3-1. Editing an Interview Note

1. 1. Navigate to Templates > Interview notes
   2. Click [‥] on the right side of a template and choose [Edit]

3-2. Duplicating an Interview Note

1. 1. Navigate to Templates > Interview notes
   2. Click [‥] on the right side of a template and choose [Copy]

3-3. Archiving an Interview Note

1. 1. Navigate to Templates > Interview notes
   2. Click [‥] on the right side of a template and choose [Archive]

3-4. Activating an Archived Interview Note

1. 1. Navigate to Templates > Interview notes
   2. Toggle [Archived] to show all archived templates
   3. Click [‥] on the template and choose [Activate]

3-5. Deleting an Interview Note

1. 1. Navigate to Templates > Interview notes
   2. Click [‥] on the right side of a template and choose [Delete]