Adding a note for an employee is done through the Employee's profile and not the Performance Log page. The Performance Log provides a place to review the logs for multiple employees.

• From the menu, expand Employees, expand Employee, then click Notes.
  
• From the Actions drop-down menu, click Create Record.
  
• Enter any of the following information:
  • Select the note type (General or Performance Log)
  • Select a category. If you do not have a category set up, refer to the section below for instructions.
  • Type in any notes
  • Attach a document if desired
  • Check the boxes next to the options for this note

  

• Click Save Note when finished.

Adding a Category Note

• From the menu, expand Setup and click Setup Properties.

  

• Hover over Field Value Setup and click Note Categories.

  

• Enter the name for the Note Categories.

  

• Click Save when finished.