Executive Summary
Many customers want to automate adding notes, comments, or tags to candidate profiles in PyjamaHR—especially to integrate with external tools like Otter.ai or internal AI assistants. This article explains the current state of PyjamaHR’s API for tagging and commenting on candidates, outlines available workarounds, and provides actionable guidance for maximizing your workflow efficiency.
Detailed Overview
What Customers Want
Customers frequently ask if they can use an API to:
- Add notes or comments to candidate profiles (e.g., from interview transcription tools like Otter.ai)
- Tag candidates automatically based on external events or integrations
Current State (as of June 2024)
PyjamaHR does not currently offer a public API for adding notes, comments, or tags directly to candidate profiles.
This limitation affects customers who want to automate data entry from external tools or streamline their candidate review process.
Why This Matters
Reduces manual data entry: Automating notes/comments saves time and ensures consistency.
Enables integrations: Many teams use AI assistants or transcription tools and want seamless data flow into PyjamaHR.
Improves collaboration: Tags and comments are essential for tracking candidate progress and sharing feedback.
Integration with Other PyjamaHR Features
Comparison View & Export: As a workaround, you can export candidate data job-wise and add notes externally, then re-import or share as needed.
User Access Levels: Only certain user types can view or edit candidate notes/tags (see User Access Levels).
Step-by-Step Guide: Current Workarounds
1. Export Candidate Data for External Annotation
Go to the Job Pipeline in PyjamaHR.
Select the candidates you want to annotate.
Click "Export" (button location: top right of the candidate list).
Choose "Export as CSV".
Add notes/tags in your spreadsheet or external tool.
Share the annotated file with your team or client.
Screenshot suggestion: Show the "Export" button in the candidate list.
2. Manual Entry of Notes/Tags
Open a candidate profile in PyjamaHR.
Use the "Notes" or "Tags" section to manually add information.
Save your changes.
Screenshot suggestion: Highlight the "Notes" and "Tags" sections in a candidate profile.
3. Request API Access (For Future Planning)
If API access is critical, contact PyjamaHR Support with your use case.
Your feedback helps prioritize future API development.
Advanced Usage & Best Practices
Power User Tips
Batch Export: Export candidates in bulk to minimize manual work.
Standardize Notes: Use consistent formats (e.g.,
[Interview],[Feedback]) for easier searching and filtering.Leverage User Access Controls: Limit who can edit notes/tags to maintain data integrity.
Integration Strategies
External Automation: Use tools like Zapier or custom scripts to process exported data and prepare it for re-import or sharing.
Client Collaboration: Share exported candidate data with clients who need "view-only" access.
Do’s and Don’ts
Do:
- Use exports for bulk annotation.
- Keep your feedback organized and consistent.
Don’t:
- Share sensitive data without proper access controls.
- Assume API access is available for notes/tags—always check current capabilities.
Troubleshooting & Common Issues
Common Scenarios
“I can’t find an API endpoint for notes/tags.”
Solution: This feature is not currently available. Use manual or export-based workarounds.“My client needs to see candidate notes but shouldn’t have edit access.”
Solution: Export candidate data and share as a read-only file.“I want to integrate Otter.ai or another AI tool.”
Solution: Currently not possible via API. Export notes from your tool and manually add to PyjamaHR.
When to Contact Support
If you have a business-critical need for API access to notes/tags, contact support to register your request.
For issues with exporting or importing candidate data, reach out for troubleshooting.
Comprehensive FAQ
1. Does PyjamaHR have an API for adding candidate notes or tags?
No, as of June 2024, this is not available.
2. Can I integrate Otter.ai or other AI assistants to automatically add notes to candidates?
Not at this time. You can export notes from Otter.ai and manually add them to PyjamaHR.
3. Is there a workaround for bulk-adding comments or tags?
Yes, export candidate data, annotate externally, and share or re-import as needed.
4. Can I give clients view-only access to candidate notes?
Not directly. Export and share candidate data as a read-only file.
5. How do I request new API features?
Contact PyjamaHR Support with your use case.
6. Who can edit candidate notes/tags?
Only users with appropriate access levels (see User Access Levels).
7. Can I automate tagging based on candidate actions?
Not via API. Manual tagging is required.
8. What’s the best way to keep notes organized?
Use standardized formats and limit editing to key team members.
9. Will API access for notes/tags be available in the future?
PyjamaHR is considering this based on customer feedback. Register your interest with support.
10. Can I import notes/tags in bulk?
No direct import feature for notes/tags. Use manual entry or contact support for possible solutions.
Related Features & Next Steps
Comparison View & Export: How to export candidate data
User Access Levels: Ensure only authorized users can edit notes/tags.
Feedback to Product Team: Contact support to request new API features.
Recommended Next Steps:
- Standardize your internal note/tagging process.
- Use exports for collaboration with external stakeholders.
- Stay updated on PyjamaHR’s feature releases for future API capabilities.
Still have questions?
Contact PyjamaHR Support with your specific use case or feedback. Your input helps shape future product updates!