Want to document special notes for an employee?
Whether it's about productivity, recognition, compliance, a conversation, or a general note, you can store it within their profile for easy access and reference.
Steps to Add an HR Note
Access Employee Profile: Navigate to "People > Staff" from the navigation sidebar and select the employee's profile you want to add a note to.
Open HR Notes: Click on the "HR notes" tab within the employee's profile.
Add a New Note: Click the "Add new" button to start a new note.
Fill Out Details: Enter all the necessary details, including any attachments, and click the "Submit" button to save the note.
This process ensures that all relevant HR information is neatly documented and easily accessible within each employee's profile.
Visibility Settings
When adding an HR note, you can choose its visibility settings:
HR – Visible to HR and the reporter.
Everyone – Visible to HR, the employee, and other company users.
Employer – Visible to HR and other company users.
Employee – Visible to HR, the reporter, and the employee.
By properly setting visibility, you can ensure the right level of access to sensitive HR information.