How to add a reminder to a candidate

A reminder is a scheduled notification that helps you or your team remember to take action related to a candidate. Reminders are useful for keeping track of next steps in the hiring process, such as requesting references, following up after an interview, or reviewing feedback. By setting reminders, you ensure important tasks are completed on time and nothing slips through the cracks.

To add a reminder, hover over the Personnel icon in the main sidebar and open the Candidates module. From the list, choose a candidate and open their details page. In the navigation header, click the More button (⋯) and select Add Reminder from the dropdown menu.

A modal window titled Add New Reminder will appear. Here, you can fill in the following fields:

• Subject (required) – Define the purpose of the reminder, such as request references.
• Details (optional) – Add notes, links, contact details, or specific instructions for context.
• Time Zone (required) – Select your time zone from the dropdown list to ensure accurate scheduling, your current time zone is preselected.
• When (required) – Choose the date and time from the date picker. To set the time, use the clock icon at the bottom of the picker window. Midday of the current day is preselected.
• Is Active – This box is checked by default. Leave it checked to keep the reminder active; uncheck it if you want to deactivate the reminder.

Once the details are filled in, click Save to finish or Save & New if you’d like to add another reminder. If you decide not to proceed, click Close to cancel and return to the Candidates list.