Adding quick notes/comments on placements has never been easier in Vincere.
To add a comment/note to a placement, you would need to open a placement. You can do this either from the placed stage of the candidate's table view, in the candidate application tab, or in the placed stage of the job.
Adding Comments to Placements
Once inside the placement, you can type or paste text in the text box on the top right.
Clicking on the clip Icon will allow you to attach files to your comment.
Please note that you will only be able to upload files with the following extensions:
doc, docx, pdf, rtf, xls, xlsx, html, htm, msg, mht, ppt, pptx, csv, png, jpeg, jpg, bmp, jng, gif.
The maximum file size of the uploaded should be 35MB.
The latest comment on the placement will appear at the bottom of the quick add comment box.
Pin a comment
If you want to make sure that a specific comment is seen by anyone opening the placement, you can also pin a comment. To do this, you can click on the Activities tab (A) or click on the View all (B) link next to the Latest comment in the Placement window.
Both will take you to the list of activities and comments inside the placement.
Here, just click the view icon next to the comment you want to keep in view and click on the pin icon.
And the pinned comment will show when you open the placement moving forward.
Please keep in mind that you can only pin one comment at a time. Adding a pin on another comment will unpin the currently pinned comment.
Note: You can follow the same steps to unpin the comment
Tracking Placement comments
You can track placement comments in the placement activities tab
You can also track placement comments in Activities by Filtering Placement > Comment
Note: The placement comments will not appear on the candidate and job activities.