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
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose file needs a note added.
- Scroll down to the Performance tile and click Management notes.
- Click Write a note about this employee.
- 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.
- Click the button.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose file needs a note added.
- Scroll down to the Performance tile and click Management notes.
- Hover over the note, then click the Action 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.
- Click the Management Notes tab.
- Hover over the note, then click the Action button.
- Click the Delete button.
- 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.
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