How to Add Employee Notes
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.
To add notes to an employee's account, navigate to their employee profile and select the Quote icon in the upper right-hand corner of the screen. Employee accounts can be accessed by navigating from your menu to the Team Tab > My Team > Employee Information and selecting the Employee Information icon next to their record.
When the Notes pop-up window appears, you can add your notes as needed and select to Save.
Once a note has been added, it can be accessed 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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