How do I record notes and information against an employee?

To record notes against an employee’s record, select the “Employees” link from the main menu, then navigate to the employee whom you wish to manage. Select the “View” button alongside the relevant employee and, when you are shown the View Employee page, open the Employee Menu by clicking on the arrow on the right-hand side of the menu and select the “Documents” option.

Then, click on the “Add New Note” link to create a new note. Enter a short title for the note for reference, then use the large text editor window to record the notes for the employee. Finally, click “Add” to store the note.

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