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Manage the notes made on an employees personnel file in the Payroll Classic Platform

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium
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.

Add notes to the employee file
  1. Log into your Employment Hero payroll classic 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 classic 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

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