Hero AI lets you quickly access management notes about employees you manage, or, if you are an admin, about any employee. This saves time when preparing for 1:1s or performance conversations, and gives HR Admins a way to get company-wide management note activity without opening each employee file individually. Hero AI only shows you what you are already allowed to see, and will let you know if no information is available.
Before you start, make sure your organisation has Hero AI management notes access enabled and the base Management Notes feature is also enabled.
This article explains how to:
Ask Hero AI about management notes
This section covers how to use Hero AI to view management notes for employees you manage, or for any employee if you are an admin. It also explains how HR Admins can get company-wide management note activity counts and breakdowns.
- Log in to Employment Hero.
- Go to Hero AI from your platform dashboard.
- In the Hero AI chat, enter your question about management notes. For example:
- Managers: "What does [employee]'s latest management note say?"
- Admins: "Show me all management notes for [employee]."
- HR Admins: "How many management notes were logged last quarter?" or "Break down management notes by manager, work location, entity, or group."
- Review Hero AI's response:
- If you have access, you will receive a summary or the exact wording of the notes you are allowed to see.
- If you do not have access, Hero AI will inform you that no visible notes were found or that it can't help with that request.
- For company-wide activity, HR Admins will receive counts and breakdowns, but not the content of individual notes.