The "Notes for Follow-Up" on the Core HR home page will list any Notes entered for an employee that is marked for follow-up. This will help you stay on top of important employee events that require your attention at any given point.
How to Create a Follow-Up Note
Navigating to Employee Notes
- From the menu, expand Employee, expand Employee, and click Notes.
- If already viewing an employee profile, you can hover over "Employee" to show the available pages. Click Notes.
- Click the name of an existing note or click Create Record from the Actions drop-down menu towards the top-right to create a new note.
- Enable the 'This Note Requires Follow-Up' option.
- Save any other changes to the note.
For more information about Notes for an employee profile, you can refer to the following dedicated article.