How to Add an HR Note

Want to document special notes for an employee?

Overview: Whether it's about your employee's productivity, recognition, compliance, a conversation, or just a general note, you can store it within their profile.

Follow these steps to add an HR note:

1. Access Employee Profile: Navigate to "People > Staff" from the navigation sidebar and select the employee's profile you want to add a note to.
2. Open HR Notes: Click on the "HR notes" tab within the employee's profile.
3. Add a New Note: Click the "Add new" button to start a new note.
4. 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.