Employee Notes

In this module, you will learn:

• How to add notes to employee records
• How to view or modify notes that have already been added to an employee record
  

To create a note for an employee you will need to navigate to the Labor Management module and click Employees.

1. Select the employee for which you wish to create a note
   
2. Click New Note
3. A blank note will appear in a floating window
4. Enter text for your note
5. Select the note date
6. Select the type of note (e.g. General, Positive or Negative) by clicking the drop down arrow to the right of Type
7. Click Save
   

How to View or Modify Existing Employee Notes

To view or modify a note for an employee you will need to navigate to the Labor Management module and click Employees.

1. Select the employee you wish to view or modify a note for
   
2. Any notes that have been created for the employee will appear
3. Click the note you wish to view or modify
   1. You can also click View All for this Employee to view all notes
      
      
4. Once you have selected the note you wish to view or modify, it will appear in a floating window
   1. From this window, you can edit the note, select a different note date, change the note type or delete the note
      
5. Click Save if you’ve made changes or the “x” at the top right corner to close the window
   1. The Last Modified date will change if you’ve made edits to the note

Related Topics:
Adding New Users to the System
Inactivate an Employee
Delete an Employee
Managing Existing Users
Creating a new Department, Position or Task: How to create a new Department, Position or Task.
Importing Employee Information via the Unrecognized Clock-In Alert
Adding Additional Employee Information
Roles & Responsibilities
Adjusting or Setting User Permissions