The History tab provides a complete timeline of activity for a candidate. You can review key events, add notes for your team, view additional details, and pin important entries for quick access.
From your Dashboard, select a candidate to view their details.
Open the History tab.
Pinned entries appear at the top, with the full history timeline below. History entries are listed from newest to oldest.
The timeline records activity for the candidate, including checks being submitted or completed, communications being sent, results being returned, notes added by your team, and more.
Each entry uses an icon and colour to indicate the type of activity.
Click Add History Record to add a note to the candidate's history.
Choose the type of record you want to add, then enter your note. A preview shows how the entry will appear in the timeline.
There are five record types to choose from: Note, Info, Success, Warning, and Error. Each type is colour-coded, making different types of entries easier to identify in the timeline.
To bring a note to a team member's attention, type the @ symbol and select their name. They'll receive an email notification about the mention.
Click Save to add the note to the candidate's history.
Your note appears at the top of the All History timeline.
Hover over an entry to see the available actions. Depending on the entry, you can click the eye icon to open the candidate's Background Checks tab, the details icon to view more information, or the pin icon to pin the entry for quick access.
For supported check events, click the details icon to view more information about the entry.
The entry details open in a panel on the side of the page.
The panel shows key information about the entry, including who performed the action, the activity recorded, the related check and candidate, and the date and time.
You can also pin or unpin the entry from the details panel.
For supported checks, the Additional Information section shows the check details captured when the check was created or updated.
To pin an entry without opening its details, hover over the entry and click the pin icon.
To remove an entry from the Pinned section, click the unpin icon.
You can also use the history shortcut in the candidate header to add a note. This opens the History tab and the form for adding a new record.
