HR notes keep a record on an employee's profile of things like conversations, recognition, productivity or compliance matters. Account Owner and Hiring Manager users and users with HR permissions can add them. You choose who can see each note.
Open the HR notes tab. Go to People > Staff, click the employee, then open HR notes.
Click Add new. The Create a new HR note form opens.
Fill in the note. Enter a Title, choose a Category (Compliance, Conversation, General note, Productivity or Recognition), set the Reported date and write the Description. You're recorded as the person who reported it.
Choose who can see it. Under Visibility, choose HR, Everyone, Employer or Employee. Employer is selected by default.
Add any files and submit. Use Add attachments for supporting files up to 25 MB, then click Submit. You'll see Note added successfully.
Who can see a note
Employer: users in your company who can open the HR notes tab, and Outstaffer HR. The employee can't see it.
Everyone: your company, Outstaffer HR and the employee.
Employee: the employee and Outstaffer HR.
HR: Outstaffer HR only.
You always see notes you created or reported, whatever their visibility. For direct employees on the free Borderless HR plan, users with HR permissions see every note.
Good to know
The employee sees notes set to Everyone or Employee on the HR notes tab of their own profile. They can't edit them.
To change who can see a note, click a different icon in the Who can see this column and confirm. You can do this for notes you created.
Adding a note doesn't notify anyone. If you need your HR manager to act on it, book a call with them from the employee's profile.
Finance and Accounts users can't see or add HR notes.