Module Navigation

Notes for Performance

Notes are used for managers/administrators to track employee-specific details and will not be seen by the employee. Managers can go to the notes section to view any notes they have taken on all employees or a specific employee. It is common to reference notes when completing a performance evaluation.

Since the system can be seen on mobile devices, Managers can take notes regarding an employee on the fly via their mobile device. 

Navigating to Notes
  • Go to Manager Tools in the menu bar and click Notes from your Performance module.

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Viewing Notes

  • Use the drop-down menu to view notes of selected employees or all employees.

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  • The notes about the selected employee(s) will populate the page. You can click the headers to sort the notes based on the created date,

    PERF_-_Notes_-_00.png

Adding Notes

  • Use the drop-down menu to view notes of selected employees or all employees.

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  • Click Add New to add a note for the employee(s) selected.

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  • Enter the note for the selected employee(s). Pay extra attention to the employee(s) that the note that will be assigned.

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