The "Notes" section can be used for real-time feedback between managers/supervisors and employees or for internal notes on an employee record.

• 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:

• Create a Record
• Delete Selected Record(s)
• Acknowledge Selected Records

Adding a Note

• To add a note to an employee, click the Actions drop-down menu, and click Create Record.

  

• 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 Save Note 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 Delete Selected Record(s).

  

• 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 Acknowledge Selected Record(s).

  

• Confirm the acknowledgment of the record(s).