Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll
Available for the following user access levels: Employee, Manager, Admin
As an organisation, you many need to record a note on an employee's personnel file, so you have a list of actions that need taking in one central place. The reasons for this can vary, but an example could be a note to update the employees pay rate templates to reflect a promotion they have received.
The Notes feature allows you to add a new note to the employee file and is a free text field, so you can easily add as much details as needed. You can also use this feature to delete a task if you have now completed the task associated with this employee's record.
Getting started
The following premise will walk you through how to add a note to an employee's file.
- Log into your Employment Hero payroll classic platform.
- Click the Employees menu.
- Click the employee that needs a note added.
- Click the button.
- Click the Add button.
- Type in the the required note and click the Save button.
Maintain
The following premise will walk you through how to delete a note in an employee's file.
- Log into your Employment Hero payroll classic platform.
- Click the Employees menu.
- Click the employee that needs a note added.
- Click the button.
- Click the button.
- Click the Delete button.
Explore related content
- Payroll classic platform: Adding and removing tags: This feature walks you through how to assign tags to an employee, allowing you to group employees together that regularly edit in bulk.
- Payroll classic platform: Bulk update pay rates: This feature allows you to edit and change multiple employee pay rates quickly, saving time editing these individually.