How can I add notes/upload documents to a Pre-Employment?

To add notes to a candidate’s file:

  1. Click the plus icon under ‘Notes/Documents’ column for the relevant candidate.
  2. Type your note into the text field and click the ‘add note’ button to submit.


To add a document to a candidate’s file:

  1. Click on the plus icon under ‘Notes/Documents’ column for the relevant candidate.
  2. Select the Documents tab at the top of the model. Add a title and description, then click Choose file and select from your documents.
  3.   Click on the Upload document. You will then see the below successful message.