1. Employment Hero Help Centre (MY)
  2. HR Platform
  3. ...
  4. Personnel
  5. Employees
  6. Employee File
  7. Management

Use management notes

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: 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.

Use management notes

Add a management note
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose file needs a note added.
  4. Scroll down to the Performance tile and click Management notes.
  5. Click Write a note about this employee.
    Performance and write a management note.jpg
  6. Write the note.

    Helpful Hint

    Not sure what to write? If you are on our Platinum HR classic 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. 

  7. Click the   button.

Edit a management note
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose file needs a note added.
  4. Scroll down to the Performance tile and click Management notes.
  5. Hover over the note, then click the Action  button.
  6. Click the   Edit button.
    Management note edit note with border.jpg
  7. Make the required changes and then click the Save button.
Delete a management note
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose note needs deleting.
  4. Click the Management Notes tab.
  5. Hover over the note, then click the Action  button.
  6. Click the   Delete button.
    Management note delete note with border.jpg
  7. Click the Delete button to confirm deletion.

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.

Related to:

Was this article helpful?
4 out of 11 found this helpful

Comments

0 comments

Article is closed for comments.