Manage the notes made on an employees personnel file | Payroll Web Platform

Overview

As an organisation you many need to record a note on an employee's personnel file, so you have a list of actions that needs 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 employees 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.

Important

Please be aware that the notes information does not carry over to your HR platform if using both our Employment Hero Payroll and HR platforms.

Availability

Payroll Plan:   Standard   Premium

Getting started

The following premise will walk you through how to add a note to an employee's file.

Add notes to the employee file
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Employees menu.
  3. Click the employee that needs a note added.
  4. Click the   button.
    empnotes01.jpg
  5. Click the   Add button. empnotes02.jpg
  6. Type in the the required note and click the Save button.  empnotes03.jpg

Maintain

The following premise will walk you through how to delete a note in an employee's file.

Delete notes on employee file
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Employees menu.
  3. Click the employee that needs a note added.
  4. Click the   button.empnotes04.jpg
  5. Click the   button. empnotes05.jpg
  6. Click the Delete button. empnotes06.jpg

Author recommended

So you have now added notes to an employee file and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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