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Adding Comments, Notes, and Activity Timeline Entries in PyjamaHR: The Complete Guide

Updated over 2 weeks ago

Executive Summary

PyjamaHR enables your team to collaborate efficiently by allowing you to add comments, notes, and track all candidate and job activities through the Activity Timeline. These features help you centralize feedback, document decisions, and maintain a clear audit trail—crucial for effective hiring and compliance. This article covers everything you need to know to use comments, notes, and the activity timeline effectively, avoid common pitfalls, and maximize your team’s productivity.


Detailed Overview

What Are Comments, Notes, and the Activity Timeline?

  • Comments: Text feedback or observations added to a candidate’s profile or job application, visible to your hiring team.

  • Notes: Internal remarks (currently limited in scope—see below) for candidate or job records, not visible to candidates.

  • Activity Timeline: An automatically generated chronological log of all key actions (e.g., application received, status changed, comments added) for each candidate or job.

Why Use These Features?

  • Centralize Collaboration: Keep all feedback and decisions in one place, accessible to relevant team members.

  • Maintain Context: Ensure interviewers and recruiters have the full history when evaluating or re-engaging candidates.

  • Audit Trail: Track who did what and when, supporting compliance and process improvement.

  • Reduce Communication Gaps: Avoid missed feedback or duplicated work.

Integration with Other PyjamaHR Features

  • Talent Pool: Comments and notes can be added to candidates in the Talent Pool, but job-specific comments are only visible within the context of that job.

  • Notifications: Tagging team members in comments sends them an email notification.

  • User Roles: Access to comments and timeline entries may depend on user permissions.


Step-by-Step Guide: Adding Comments, Notes, and Viewing the Activity Timeline

1. Adding Comments to a Candidate in a Job

  • Navigate to the Job: Go to the relevant job listing from your dashboard.

  • Open Candidate Profile: Click on the candidate’s name to open their application.

  • Go to the Comments Tab: Locate the “Comments” tab (beside “Mail” or “Timeline”).

  • Add Your Comment: Type your feedback in the comment box.

Tip: Use “@” to tag team members (e.g., @JohnDoe). They’ll receive an email notification.

  • Set Visibility (if available): Choose whether the comment is visible to all team members or only to yourself (feature may depend on your organization’s settings).

  • Save/Submit: Click “Add Comment” or the equivalent button.


2. Adding Comments/Notes in the Talent Pool

  • Go to Talent Pool: From the main menu, select “Talent Pool.”

  • Select Candidate: Click on the candidate’s profile.

  • Navigate to Comments: Find the “Comments” tab.

  • Add Note/Comment: Enter your note. These are visible only in the Talent Pool context.

  • Save/Submit: Click to save.

Important: Comments added in the Talent Pool are NOT visible in job-specific profiles, and vice versa.


3. Viewing and Using the Activity Timeline

  • Open Candidate Profile: Whether in a job or the Talent Pool, open the candidate’s profile.

  • Select the Timeline Tab: Beside “Mail” or “Comments,” click on “Timeline.”

  • Review Activities: See a chronological list of all actions—applications, status changes, comments, assignments, etc.

Use Case: To check when a candidate applied or who changed their status.


4. Tagging Team Members in Comments

  • Type “@” followed by the team member’s name.

  • Select from the dropdown.

  • The tagged user will receive an email notification.


5. Tracking Who Did What (Activity Timeline)

  • To see who created a job or added a candidate, check the Activity Timeline in the job or candidate profile.

  • There is currently no filter or sorting in the Activity section; you may need to scroll to find specific actions.


Advanced Usage & Best Practices

Power User Tips

  • Standardize Commenting: Encourage your team to always add interview feedback as comments, tagging relevant stakeholders.

  • Use Talent Pool Comments for Long-Term Notes: For remarks that should persist across multiple job applications, add them in the Talent Pool profile.

  • Tagging for Accountability: Always tag team members when you need their input or action.

  • Timeline for Audits: Use the Timeline to resolve disputes or clarify who made changes.

Do’s and Don’ts

Do:
- Use job-specific comments for feedback relevant to a particular role.
- Add Talent Pool comments for general candidate notes.
- Tag team members for visibility and accountability.

Don’t:
- Expect job-specific comments to appear in the Talent Pool or vice versa.
- Assume all users can see all comments—visibility may depend on permissions and comment type.
- Rely on the Activity section for advanced filtering—it’s currently limited.


Troubleshooting & Common Issues

1. Comments Not Visible Where Expected

Issue: Comments added in a job are not visible in the Talent Pool, and vice versa.

Solution: This is by design. Add comments in both places if you need them visible in both contexts.


2. Can’t Add Comments

Issue: The comment box is not working or you cannot type.

Solution: Try refreshing your browser. If the issue persists, contact support with a screen recording.


3. Deleted or Missing Comments

Issue: Comments appear to be deleted or missing.

Solution: Contact support with the candidate name, job ID, recruiter name, and approximate time. Screenshots help, but if comments are missing, provide as much detail as possible.


4. Not Receiving Notifications When Tagged

Issue: You’re not getting notified when tagged in a comment.

Solution: Check your email (including spam). Tagging sends notifications via email, not in-app. If you still don’t receive notifications, contact support.


5. Activity Timeline Hard to Use for Filtering

Issue: You want to filter or sort activities by user or action.

Solution: Currently, the Activity Timeline does not support filtering or sorting. Scroll to find the relevant entry. Feedback on this limitation has been shared with the product team.


Comprehensive FAQs

Q1: Can I see all comments for a candidate across all jobs in one place?
No. Comments are job-specific or Talent Pool-specific. There is currently no unified view for all comments across jobs.

Q2: Can I add internal notes to a job (not a candidate)?
Not at this time. Internal job notes are a requested feature and may be added in the future.

Q3: Are comments visible to candidates?
No. Comments and notes are internal and only visible to your hiring team.

Q4: Can I add comments via API or integrate with tools like Otter.ai?
Currently, there is no API for adding comments or integrating with external note-taking tools.

Q5: How do I know who created a job or added a candidate?
Check the Activity Timeline in the job or candidate profile.

Q6: Can I filter the Activity Timeline by user or action?
No. The Activity Timeline does not currently support filtering or sorting.

Q7: Where do I receive notifications when tagged in a comment?
You receive notifications via email.

Q8: Can I see all comments I’ve been tagged in?
There is no dedicated section for this. You will receive email notifications for each tag.

Q9: Why can’t I see my comments in the Talent Pool after adding them in a job?
Comments are context-specific. Add comments in both places if needed.

Q10: What should I do if comments are missing or deleted?
Contact support with detailed information (candidate, job, recruiter, time).

Q11: Can external recruiters add comments?
External recruiters can add comments if assigned to a job, but permissions may vary.

Q12: Can I use arrow keys in the comment box?
If you experience issues, try refreshing your browser or contact support with a screen recording.


Related Features & Next Steps

  • User Access Levels: Understand who can view/add comments and timeline entries (see article).

  • Candidate Comparison & Export: For reporting and sharing candidate data.

  • Talent Pool Management: For long-term candidate tracking and notes.

Recommended Next Steps:
- Standardize your team’s commenting practices.
- Train interviewers on tagging and comment visibility.
- Provide feedback to PyjamaHR if you need unified comment views or advanced filtering.


Summary Table: Where Comments and Notes Are Visible

Location

Visible In Job?

Visible In Talent Pool?

Who Can See?

Job Comments

Yes

No

Assigned team members

Activity Timeline

Yes (per job/candidate)

Yes (per candidate)

Team with access


Final Tips

  • Always clarify with your team where to add comments for maximum visibility.

  • Use tagging to ensure accountability and prompt responses.

  • Regularly review the Activity Timeline for process audits and troubleshooting.

If you need further assistance or encounter issues not covered here, please contact PyjamaHR Support with detailed information for the fastest resolution.

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