The "Notes" section can be used for real-time feedback between managers/supervisors and employees or for internal notes on an employee record.
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.
- Note - Text entered for the note.
- Note Type - General or Performance Log note.
- Date Created
- Hide From Emp - If the note is a Performance Log note, will indicate if the note should be hidden from the employee with a checkbox. General notes are always hidden from an employee.
- Follow Up - Indicates if the note should be followed up by an administrator.
- Requires Acknowledgment - Indicates if the note should be acknowledged by the employee.
- Date Acknowledged
- Date Modified
- Modified By
- Attachment - If a document has been attached to the note, clicking "View" will allow an administrator to download and view the document.
From the Actions drop-down menu, you can:
Adding a Note
- To add a note to an employee, click the Actions drop-down menu, and click .
- Enter the information for the note as needed:
- Creation Date - Date the note will be recorded with.
- Note Type - Drop-down menu for a General or Performance Log note.
- General - Administrators only can access and review this note
- Performance Log - can be made visible or hidden from employee view
- Category - Drop-down menu for the Category of the Note.
- For more information about setting up note categories, you can refer to the following article.
- Note - Text to be entered for the note.
- Name & Attachment - If applicable, add any needed documentation and corresponding name.
- This Note Requires Follow-Up - Indicates if an administrator should follow up on the contents of the note
- Require acknowledgment of this Note by the Employee
- Only available if note type is set to Performance Log
- Hide this note from Employee view
- Only available if note type is set to Performance Log
- General Notes are always hidden from the employee's view
- Send this Note in an email to the Employee (and Note Submitter) - If enabled, will send an email to both the admin who enters the note as well as the employee the note is recorded for.
- Only available if note type is set to Performance Log
- Click when finished.
Deleting a Note
- Use the checkbox on the far right of the notes to delete.
- Use the Actions drop-down menu and click .
- Confirm the deletion of the record(s).
Acknowledging a Note
Only Performance Log notes can be acknowledged.
- Use the checkbox on the far right of the notes to acknowledge.
- Use the Actions drop-down menu and click .
- Confirm the acknowledgment of the record(s).