Interview Note-Taking: Template, CNIL Rules and AI
What you write during an interview ends up in a file the candidate can ask to read. Make sure it only holds facts.
In this article
- Before the interview: prepare a frame, not just questions
- During the interview: what to write, concretely
- What you should never write in interview notes
- Interview notes template (copy it)
- User or research interviews: same habits, different goal
- Taking interview notes with AI, with no bot in the call
- How long to keep interview notes, and who can read them
Good interview note-taking means writing down job-related facts: the question you asked, the concrete example the candidate gave, their exact words when they matter, and one score per criterion with a one-line reason. Never a vague impression, and nothing that touches a ground of discrimination. Write as if the candidate will read it back: they can ask to.
Before the interview: prepare a frame, not just questions
Half of good note-taking happens before the candidate walks in. Without a frame, every interviewer writes down whatever struck them, and two write-ups of the same interview stop being comparable. With a shared frame, you record the same things for every candidate: the comparison gets fairer and the decision gets easier to explain.
- Pick 3 to 5 criteria from the job description (project management, client relationships, a specific tool). Article L1221-6 of the French Labour Code limits what you may ask a candidate to information that assesses their ability to do the job or their professional skills, with a direct and necessary link to the role.
- Write one or two questions per criterion and ask every candidate the same ones, in the same order.
- Set a 1 to 5 scale with one sentence per level: 1 = no example, 3 = one concrete but partial example, 5 = several detailed examples with a measurable result.
- Add a "not assessed" box for every criterion: an honest blank beats a guessed score.
- If you plan to record the interview or use an AI tool, tell the candidate beforehand, in writing (see below).
During the interview: what to write, concretely
Write what happened, not what you concluded. The STAR method makes it fast: for each example, the Situation, the Task the candidate owned, the Action they personally took and the Result. When a sentence matters, write it in quotation marks in the candidate's own words, rather than a paraphrase that is already drifting toward your opinion.
| Observable fact (write it) | Interpretation (avoid as is) |
|---|---|
| "I took over the migration of 40 client accounts in 3 months, and I ran it alone" | "Great profile" |
| No example of handling a disagreement, even after a follow-up question | "Avoids conflict" |
| Asked two clarifying questions about the budget scope before answering | "Seems hesitant" |
| Estimated the project at 12 days, then justified each line item | "Knows their stuff" |
What you should never write in interview notes
Two families of notes cause trouble. The first is impressions with no fact behind them: "bad vibe", "lacks energy", "not the team's profile". They read like reasons but prove nothing, and they are exactly what weakens a decision when someone challenges it. Replace each one with the behavior that triggered it, or delete it.
The second is more serious: anything touching a ground of discrimination. Article L1132-1 of the French Labour Code forbids excluding someone from a recruitment process on these grounds, and most countries have an equivalent list. A note that mentions them leaves a written trace that they may have counted. Do not write them, do not infer them, do not let them weigh on a score:
- origin, real or assumed membership of an ethnic group, nation or so-called race, surname, place of residence;
- age, sex, gender identity, sexual orientation;
- family situation, pregnancy;
- health, disability, loss of autonomy, genetic characteristics;
- physical appearance;
- political opinions, religious beliefs, trade union or mutual society activity, an elected office;
- the ability to speak a language other than French, bank domiciliation, economic vulnerability, whistleblower status.
The CNIL also lists questions that are off limits in an interview: information about family members, whether they want children, social security number or bank details (except special cases such as temp agencies), or place of residence, except for roles with on-call duty. If you could not ask for a piece of information, it has no place in your notes.
| Risky note | Factual rewrite |
|---|---|
| "Young and dynamic" | "Ran 3 projects in parallel in their last role; example: the March launch" |
| "Two kids, can they travel?" | Nothing. If travel is part of the job, ask everyone the same question and write: "Confirms they can do the monthly travel listed in the job ad" |
| "Not the team's profile" | "Autonomy: 2/5, no example of a project run without interim sign-off" |
| "Overqualified, will get bored" | "Wants to manage a team; the role does not include one" (expectation stated by the candidate) |
| "Accent hard to follow" | Nothing, unless the job genuinely requires it and everyone is assessed the same way |
Interview notes template (copy it)
Here is the frame we recommend. It fits on one page, gets filled in during the interview and in the ten minutes after, and forces every score to rest on a fact.
| Section | What you write |
|---|---|
| Header | Role, date, format (in person or video), interviewers, whether the candidate was told about note-taking or recording (yes, date) |
| Criterion (one row each) | Question asked; example given (Situation, Task, Action, Result); one exact sentence in quotes if it matters; score 1 to 5; one-line reason |
| Criteria not assessed | "Not assessed" and why (no time, planned for the next round) |
| Candidate questions | What they asked: it shows what they understood about the role |
| Things to check | Technical exercise, references (with their consent), topic to dig into next round |
| Factual summary | Three observed strengths and three watch-outs, each with its fact |
| Proposal and decision-maker | Proposed next step (next round, offer, rejection) and the name of the person who decides |
| Retention | Planned deletion date under your policy |
A filled-in example for a project manager role:
| Criterion | Score | Observed fact |
|---|---|---|
| Project delivery | 4/5 | Back-office rebuild, 8 months, 5 people; explained the two-month delay and the new plan they negotiated |
| Client relationships | 3/5 | One clear example of an unhappy client; did not say how it ended |
| Advanced Excel | Not assessed | Not covered; check with an exercise in round two |
User or research interviews: same habits, different goal
In a user interview, a qualitative study or field research, you are not assessing the person: you are trying to understand what they do and why. The discipline is the same, keeping what was said apart from what you conclude, but the frame changes.
- Exact sentences in quotation marks, with the point in the conversation where they were said.
- What the person does today, kept apart from what they say they would do: the second is far less reliable.
- Concrete workarounds and pain points ("every Monday I export everything to Excel to...").
- Your hypotheses in a separate column, never mixed with the facts.
- A participant code (P1, P2) instead of a name in shared notes.
Under the GDPR the logic is the same: tell the participant what the interview is for, whether it is recorded, who will have access and how long you keep it, and note their agreement to the recording in the header. For what comes next, our guide to synthesizing user interviews shows how to get from ten interviews to conclusions without keeping only the lines that suit you.
Taking interview notes with AI, with no bot in the call
Writing and listening at the same time means losing a bit of both. Recording the interview lets you watch the candidate, ask the follow-up at the right moment, then write the notes from what was actually said. The trouble with the usual tools is the bot: a "Notetaker" participant that joins the video call and shows up in front of the candidate, and that is useless in person, because there is no call to join.
Reline records on your side: the app captures your microphone and your computer's audio on macOS, Windows and Linux (beta), or from the browser. No bot joins the call, and an interview in a room records the same way, through the computer's microphone. Transcription covers 60+ languages, including French, detected automatically; on a video call it separates your microphone from the call audio (Me and Other). To check a sentence, you press play on that transcript line and hear the exact moment again.
The honest caveat: only the capture is local. Transcription, AI summaries and storage run in Reline's cloud under a data processing agreement (DPA), and your meetings are never used to train third-party models. Reline does not promise hosting in France.
What the CNIL and the AI Act require if you record
- Tell them before, not during. The CNIL counts filming or recording a job interview without telling the candidate beforehand as unfair collection. Article L1221-9 of the French Labour Code forbids collecting information about a candidate through a device they were not told about in advance, and article L1221-8 requires telling them which recruitment methods are used.
- Justify the need. For video and in-person interviews alike, the CNIL guide says keeping the audio or video does not appear necessary without a specific justification, and that, barring a particular justification, it need not be kept beyond the hiring decision.
- Minimize. The recruiter stays responsible for the tool they choose: check that the vendor does not process candidate data for purposes other than recruitment.
- No emotion analysis. Since 2 February 2025, the AI Act bans AI systems that infer a person's emotions in the workplace (article 5), and the European Commission's non-binding guidelines apply this to recruitment too. Reline transcribes and summarizes what was said; it does not analyze emotions from the voice.
- Keep the decision human. The AI Act classes AI systems intended for recruiting or selecting people as high-risk (annex III). Whether a tool that transcribes and summarizes an interview falls into that category depends on how it is used and is a case-by-case question. Treat the AI's output as a draft you read, correct and own, never as a verdict.
How to do it, in 7 steps
- In the invitation, announce AI-assisted note-taking: purpose (interview write-up), who will have access, how long it is kept, and that they can say no.
- At the start of the interview, ask again out loud. If they decline, take notes by hand with the same frame, without it weighing on the assessment.
- Start the recording in Reline on your computer. No bot joins the call.
- During the interview, write only your scores and follow-up questions: the audio keeps the rest.
- After the interview, run the Candidate Scorecard Lens, or write your own Lens with your criteria. It only scores what was discussed and marks the rest "N/A". The built-in Lens includes a culture-fit dimension: remove it if you cannot ground it in facts. Read, correct, and delete anything outside the criteria.
- Share the note with the panel only. In Reline, notes are private by default: a workspace role grants nothing on its own, and every reader gets an explicit, revocable grant.
- When your policy's deadline arrives (for the audio, at the latest at the decision unless justified), copy the written notes into the candidate's file and delete the Reline note that holds the recording, then delete it from the trash too: the recording is erased with the note (it cannot be deleted on its own), and a note left in the trash is only purged after 30 days.
"Before we start: with your agreement, I will record our conversation so I can write up the interview. The audio is captured on my computer, no bot joins the call, and then it is transcribed by an AI tool. Only the hiring panel will have access, and the recording will be deleted after the decision. If you would rather I take notes by hand, that is completely fine and changes nothing for what comes next."
How long to keep interview notes, and who can read them
For an unsuccessful candidate, the CNIL guide describes three periods: up to three months after the recruitment ends, so you can explain the rejection; up to two years after the last contact if they go into a talent pool, with their consent or clear information and an easy way to object; and intermediate archiving for evidence, up to five years after the decision. For the audio recording itself, the benchmark is shorter: the hiring decision, unless justified. Write your rule down, apply it to everyone, and delete on the planned date.
Access matters as much as duration. A candidate's write-up does not need to be readable by the whole company, only by the people involved in the decision. That is Reline's default: no note is visible without an explicitly granted access, and there is no silent backdoor for admins.
Good interview note-taking comes down to four rules: the same frame for everyone, facts instead of impressions, nothing that touches a ground of discrimination, and notes you could show the candidate. AI helps you keep them without giving up on listening, as long as you tell people beforehand, keep the decision human and delete the audio once it has served its purpose.
Common questions
- How do you take notes during a job interview?
- Prepare a shared frame: 3 to 5 criteria from the job description, the same questions for everyone and a 1 to 5 scale described level by level. During the interview, write down concrete examples (STAR method) and the exact sentences that matter, then give each criterion a justified score before you talk to the rest of the panel.
- What should you not write in interview notes?
- No impression without a fact behind it ("bad vibe") and nothing that touches a ground of discrimination under article L1132-1 of the French Labour Code: origin, age, sex, family situation, pregnancy, health, disability, appearance, opinions, religion or place of residence, among others. If you could not ask the candidate for a piece of information, it has no place in your notes.
- Can a candidate ask to see the notes from their interview?
- In principle, yes. Your notes about a candidate are personal data, and the CNIL recruitment guide says they can ask for the data the decision relied on, including evaluation forms and their comments. The recruiter can provide a summary and removes what identifies the other panel members. This is not legal advice.
- Can you record a job interview with AI?
- Yes, if the candidate is told before the interview and the need is justified. The CNIL calls recording without prior notice unfair collection, and its guide recommends not keeping the audio beyond the hiring decision unless justified. AI emotion analysis at work has been banned by the AI Act since 2 February 2025. Confirm with your DPO.
- How long should you keep an unsuccessful candidate's interview notes?
- The CNIL guide allows up to three months after the recruitment ends to explain the rejection, up to two years after the last contact for a talent pool (with consent, or information and an easy way to object), and evidence archiving up to five years after the decision. Write your rule down and apply it to everyone.
- How do you write up a user interview?
- Keep exact sentences in quotation marks with their point in the conversation, separate what the person does from what they say they would do, put your hypotheses in a separate column and replace names with a code (P1, P2). Tell the participant the purpose, the recording and the retention period, and note their agreement.
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