Add Applicant Notes

Overview

This document outlines the steps to add contact notes in M-Pathways Human Resource Management System (HRMS) - Recruiting. Use contact notes to record and review information about a contact with or for the applicant.

Step-by-Step Process

1. Search for the Job Opening ID.

Note: If the Job Opening ID is unknown, enter known values in search criteria field(s). For more information on how to search for a job opening, see Search Job Openings.

2. Select Add Applicant Note from the Other Actions > Applicant Actions drop-down menu.

View Add Applicant Note screenshot






Note: This example displays how to record the first date of employment for the I-9 form, Section 2.

3. Select the applicable value from the Contact Method drop-down list.

Note: For I-9, select I-9 Emp Start Date.

View Add Contact Note screenshot



4. Review the value in the Audience field.

Notes:

• For I-9, select Public.
• Public is the default and recommended option.
5. Enter the Subject.

Note: For I-9, enter "I-9 Emp Start Date mm/dd/yyyy".

6. Enter any applicable Details.
7. (Optional) Click Add Attachment to upload other supporting documentation.
8. Click Add Note.

Notes can be viewed on the Notes tab of the Manage Applicant page.