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.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee, whose file needs a note added.
- Click the Management Notes tab.
- Type the required note into the text field.
- Click the Send button.
If the employee's manager changes, the new manager will see the previous notes left on the employee’s file.