Available for the following HR 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.
Getting started
The below premise will walk you through how to add a management note
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose file needs a note added.
- Click the Management Notes tab.
- 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.
- Click the button.
Editing data
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose note needs editing.
- Click the Management Notes tab.
- Click the button.
- Click the Edit button.
- Make the required changes and then click the Save button.
Removing data
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose note needs deleting.
- Click the Management Notes tab.
- Click the button.
- Click the Delete button.
- Click the Delete button.
Explore related content
- Leave Requests | HR Employee File This feature within the Employee File module allows you to view all the leave requests associated with a specific employee.
- Viewing performance reviews | HR Employee File This feature within the Employee File module allows you to see the performance review details associated with a specific employee.
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