How to Add Employee Notes
Purpose
This document outlines the process of how to add employee notes within the Green Leaf Elevated System. Employee Notes can be used to track pertinent information regarding user accounts outside of all other tracking mechanisms within the system. Notes can be visible or hidden from users based on security permissions and business necessity.
Adding Employee Notes
- Log into your Elevated account and navigate from your menu to the Team Tab > My Team > Employee Information. Once there, select the icon and access the employee's account.
- In the employee's profile, click the Notes icon in the upper right-hand corner of the screen to create a note.
- This will create a pop up window where you can add your note. Once your note has been entered, click Save.
Accessing Employee Notes
Once a note has been added, it can be accessed in the future by selecting the same quote icon within their profile. Additionally, all employee notes can be accessed by navigating from your menu to the Team Tab > HR > Reports > HR Maintenance > Employee Notes.
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