Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Management notes provide a flexible option for adding text-based notes to an employee's file. This feature also enables you to edit or delete these notes as needed. While the Performance Review feature displays specific details of an employee's performance review, such as completion state, progress status, and start and end dates. A Filter feature is also available, enabling you to customise the visibility of reviews based on specific time periods.
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.
Management notes
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose file needs a note added.
- Scroll down to the Performance file and click the Management Notes tab.
- Click Write a Note About this Employee button.
- Write the note and click the button.
Managers and Admins can view old manager notes when there has been a manager change during the review period.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose management notes you wish to view.
- Scroll down to the Performance file and click the Management Notes tab.
- Click the management notes you want to view.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose file needs a note added.
- Scroll down to the Performance file and click the Management Notes tab.
- Hover over the note, then click the Three Dots button.
- Click the Edit button.
- Make the required changes and then click the Save button.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose note needs deleting.
- Scroll down to the Performance file and click the Management Notes tab.
- Hover over the note, then click the Three Dots button.
- Click the Delete button.
- Click the Delete button to confirm deletion.
Reviews
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose review you wish to view.
- Scroll down to the Performance file and click the Reviews tab.
- Click the review you want to view.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose archived review you wish to view.
- Scroll down to the Performance file and click the Reviews tab.
- Click the Filter button.
- Select the Show Archived Reviews tick box.
Explore related content
- Manage leave requests This feature within the Employee File module allows you to view all the leave requests associated with a specific employee.
- View performance reviews This feature within the Employee File module allows you to see the performance review details associated with a specific employee.