Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
The Management Notes feature allows you to add information via a free text field to an employee's file, with no limit on the amount of notes you can add to their record. You can also use this feature to edit any information if it changes and delete a record if it is no longer required.
Important
Managers cannot see management notes unless they have been added to a custom security group and allocated access to that area. If the employee's manager changes, the new manager will see the previous notes left on the employee’s file.
Getting started
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose file needs a note added.
- Click the Management Notes tab.
- Type the required note into the text field.
Helpful Hint
Not sure what to write? If you are on our Platinum HR Plan you can type a few points in, then click to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting.
- Click the button.
Editing data
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose note needs editing.
- Click the Management Notes tab.
- Click the button.
- Click the Edit button.
- Make the required changes and then click the Save button.
Removing data
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose note needs deleting.
- Click the Management Notes tab.
- Click the button.
- Click the Delete button.
- Click the Delete button.
Explore related content
- Leave Requests | HR Employee File This feature within the Employee File module allows you to view all the leave requests associated with a specific employee.
- Viewing performance reviews | HR Employee File This feature within the Employee File module allows you to see the performance review details associated with a specific employee.
Comments
What are some examples of uses for management notes?
Hi Claire, management notes can be useful for various purposes. Mainly keeping notes or updates about an employee while working at the company. For example, you might want to add ad-hoc notes about performance, feedback, coaching, attendance, training etc. You can use the notes in your own way, so there's no right or wrong answer.
Who can see management notes and is there any way an employee can inadvertently get access to them?
Hi TANIA JACKSON, thank you for your comment.
By default, only admins and the employee's direct manager can see management notes. If the employee's direct manager changes, the new manager will see previous notes left on the employee’s file.
Other managers cannot see management notes unless they have been added to a custom security group.
As long as the access options are configured properly, employees cannot get access to their management notes.
I hope that helps.
Does that mean that an Employee who is an "Admin" can see the management notes on their own file?
Hi Andy Newton, thank you for your comment.
Yes, that is the case. I have flagged this issue with the product team and they should be reviewing this soon.
We have been using management notes to log 1-1 notes but worryingly I have just gone to add some new notes to one of my direct reports and all historic management note entries have vanished. I am not getting access to any support from HERO to help retrieve and fix whatever issue has caused this. please can someone help?
Hi Charity Peabody, thank you for your comment.
I've raised a ticket with the support team regarding your query. They should get back to you soonest.
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