Take a candidate call in one workspace

Start a call from the candidate

Open a candidate and choose Start call next to Resume. The call workspace opens with the candidate on the left, their activity underneath and the job you are calling about on the right, and a timer starts with the call.

Use Regarding to say which of the candidate’s active jobs the call is about. It begins with the job the candidate was most recently updated on, or General when they are not on any. Jobs the candidate has been rejected from are not listed.

Everything you need while you talk

The Candidate panel shows how to reach them, with phone and email links and a Copy button for each, the jobs they are on with their stage and how long they have been in it, their AI summary, their skills and who their recruiter is. The Job panel shows the pay, where the job is and the type of work, an Only for you box with the job’s internal notes, an Ask checklist built from the job’s screening questions, and the full description when you want it. Anything the job does not have is left out instead of shown as a blank.

Other jobs that fit lets you search your open jobs by what the candidate wants, using the same search as the Jobs page, and add them to a job with one press. Jobs they are already on say so. Resume shows the resume next to everything else, and the Resume button at the top opens the usual resume drawer. A Word resume is shown in the full preview rather than inside the panel.

Arrange it your way

Drag the dividers, or focus one and use the arrow keys, to give a panel more room. Choose a panel’s title to show something else there; picking a panel that is already open swaps the two. Each panel can be made full size or closed, and a closed panel leaves a plus you can use to bring one back.

The layout is remembered for you on the browser you use. Open the Candidate call menu and choose Reset this layout to go back to the original. In a window narrower than 900 pixels the panels become tabs and Notes becomes a sheet at the bottom.

Notes that save as you type

Notes opens as a small window you can drag by its title bar, move with the arrow keys and minimize to a pill at the bottom left. It stays above the page, including the resume drawer, and saves on your browser as you type, so a refresh or an accidental click away does not lose it. Earlier notes on the candidate are listed below and can be edited in place. What you write here goes to Activity only when you wrap up.

Wrap up with one note

Wrap up shows the note exactly as it will be saved: a first line such as Call · 14 min · re: Payroll Coordinator, then what you wrote. You can also move the candidate to another stage of that job, and RecruitIQ asks for the interview time first when that stage collects one, and set a follow-up reminder that starts at tomorrow at 10:00 AM and can be changed.

Save and end call creates the note once, makes the changes you chose, clears the call and takes you back to the candidate. If something cannot be saved, the dialog stays open, says what was already saved and keeps your draft. Trying again does not add the note a second time.

What to know

Leave without wrapping up and your draft is kept, so the candidate page offers Resume call. Choose Discard call in the Candidate call menu to remove it. Drafts live on the browser where you wrote them and do not follow you to another computer.

A call with nothing written adds nothing to Activity. Reminders belong to a job, so a General call cannot set one. Moving a candidate to a rejection stage is not offered here; use the candidate page, where you choose whether they are told.