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:   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

The below premise will walk you through how to add a management note

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.
    Notes__NZ__1.jpg

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.
    Notes__NZ__2.jpg
  7. Make the required changes and then click the Save button.
    Notes__NZ__3.jpg

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.
    Notes__NZ__4.jpg
  7. Click the Delete button.
    Notes__NZ__5.jpg

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