How do I record notes and information against an employee?

To record notes against an employee’s record, select the “Employees” link from the main menu, then navigate to the employee whom you wish to manage. Select the “View” button alongside the relevant employee and, when you are shown the View Employee page select the “Documents” option. When the list of documents is shown, click on the "Notes" link at the top of the page to switch to the Notes page.

Then, click on the “Add New Note” link to create a new note. Enter a short title for the note for reference, then use the large text editor window to record the notes for the employee. Finally, click “Add” to store the note.

Any notes created are only visible to admin users with rights to access the Documents area for the employee. Notes are not visible to the end employee.

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