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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Recruiting Notes

Steps: Set Up Recruiting Notes

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Users can collaborate, communicate, and track recruiting activity by adding and viewing notes on:
  • Candidates.
  • Candidate job applications.
  • Job requisitions.
  • Prospects.
Notes support collaborative hiring across recruiting and hiring team roles. Storing your notes in Workday reduces the need for third-party applications and potential data compliance issues.
  1. Create security groups and give them appropriate view or modify access.
  2. Edit Domain Security Policies.
    Configure these domains in the Recruiting functional area:
    Domain
    Description
    Manage: Candidate Job Application Notes
    Grants access to add, edit, and view notes at candidate-level on the candidate profile.
    Manage: Job Requisition Notes
    Grants access to add, edit, and view notes on job requisitions.
    Manage: Maintain Recruiting Notes
    Enables you to use the
    Maintain Recruiting Notes
     task to view or delete notes.
    Manage: Candidate Notes
    Grants access to add, edit, and view notes on the candidate and prospect profile.
  3. (Optional) Create Custom Reports.
    You can use these data sources:
    • Candidate Job Application Notes
    • Candidate Notes
    • Job Requisition Notes
To add a note, access the job requisition, candidate, or prospect profile. Select the note icon to expand the side panel, and select the
Add a Note
 button.
To view or delete notes, access the
Maintain Recruiting Notes
 task.
To purge notes, you can select these purgeable data types on the
Purge Person Data
 task:
  • Candidate Job Application Notes
  • Candidate Notes
  • Job Requisition Notes
As a hiring manager, you can add a note to a job requisition to ask recruiters to inform candidates that the role involves 50% travel. Recruiters and others with access to job requisition notes can see and reply to this note.