Using management notes via the HR platform

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.

Availability

HR Plan:   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Add a management note
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose file needs a note added.
  4. Click the Management Notes tab.
  5. Type the required note into the text field.

    Helpful Hint

    Not sure what to write? If you are on our Platnium 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. 

  6. Click the   button.
    Screenshot of the management notes page for Anna Beverly displaying the add new note symbol of a blue heart and plus sign

Editing data

Edit a management note
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose note needs editing.
  4. Click the Management Notes tab.
  5. Click the   button.
  6. Click the   Edit button.
    Screenshot of the management notes page showing notes already created by manager Casper Claude for Anna Beverly. To edit these notes a red circle shows the three dots you click on.
  7. Make the required changes and then click the Save button.
    Screenshot shows option to edit management note. You then need to press the save button.

Removing data

Delete a management note
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose note needs deleting.
  4. Click the Management Notes tab.
  5. Click the   button.
  6. Click the   Delete button.
    Screenshot of the management notes page showing notes already created by manager Casper Claude for Anna Beverly. To delete a note a red circle shows the three dots you click on to trigger a drop down menu of edit or delete
  7. Click the Delete button.
    Screenshot shows popup that appears if you select to delete a management note that asks for your confirmation

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