HR employee file: Management notes

Overview

Within your organisation, you would have employees that will need confidential notes added to their personnel record. These can range from performance issues their manager noticed right through to information on the employees' progress on their current project. Having a secure place to leave this information will enable managers, admins and/or owners to communicate information between themselves discreetly, without employees viewing this information. 

This Management Notes feature allows you to add a note to an employee files via a free text field. You can also use this feature to edit any information if it changes and delete a record if it is no longer required.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan: Standard   Premium

Getting started

Adding a management note
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee, whose file needs a note added.
  4. Click the Management Notes tab.
  5. Type the required note into the text field.
  6. Click the Send button.

    Important

    If the employee's manager changes, the new manager will see the previous notes left on the employee’s file.

    Notes_1.jpg

Maintain

Editing a management note
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose note needs editing.
  4. Click the Management Notes tab.
  5. Click the Actions button.
  6. Click the Edit button.
    Notes_2.jpg
  7. Update the relevant information and then click the Save button.
    Notes_3.jpg
Deleting a management note
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose note needs deleting.
  4. Click the Management Notes tab.
  5. Click the Actions button.
  6. Click the Delete button.
    Notes_4.jpg
  7. Click the Delete button,
    Notes_5.jpg

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