How do I view/add/archive Employee Notes?

Rita Pang
Rita Pang
  • Updated

Administrators can add notes for specific Employees to provide information to other office staff.

1. To add a new note for an Employee, navigate to Employee Profile>Overview>Employee Notes and select the +Add Employee Note

add_employee_note_new_UI.png

2. Enter a comment and select a Type.

Note Types for Employee Notes are configurable. ⚠

add_employee_note_dialogue.png

3. Click Save to add the note to the Employee profile.

Note that you can archive Employee Notes when they are no longer relevant.

archive_button_employee_notes.png

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