The Notes section on the Employee Summary page serves as a centralised hub for documenting crucial employee-related details. These concise yet comprehensive records capture important information and interactions pertaining to employees within the organisation.
Adding notes against an employee from the employee summary page offers several benefits:
- It provides a centralised space for storing and accessing all employee-related information, ensuring that details are readily available when needed.
- The section allows for the creation of concise yet comprehensive records, enabling the documentation of important interactions, achievements, performance evaluations, and other pertinent details.
- It helps in maintaining accurate records for each employee, ensuring compliance with company policies and procedures, and facilitating tracking of employees' progress and development over time.
To add a note from the Employee Summary page, follow these steps:
- Navigate to the main navigation header bar and click on Employees.
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You can access the list of all employees, select an employee from the list, and either click on the three-dot button to view the summary or directly click on the employee's name.
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Upon clicking, you will be redirected to the Employee Summary page, where you can navigate to the Notes section.
- Click on the Add New Note button at the bottom of the screen.
Employee Summary Page - Notes - Add New Note
- Enter the details in the respective fields and click Save.
Note: This section displays all notes added against the employee.
Note: The Notes section allows you to mention employees using the "@" symbol followed by an initial letter, like "@n". This displays a list of employees or invited users. When mentioned, employees receive a web notification, indicated by a red number next to the bell icon. Clicking the bell shows the notification with the employee's name, message path, date, time, and options to mark as read/unread or delete.
Note: Additionally, a speech-to-text editor lets you add notes by speaking, making it easier to quickly update and share information.
Add New Note - Save
- To edit or delete a note, click on either the Edit or Delete option displayed next to each note.
Note - Edit or Delete
Note: Use the filtering options based on Date, Owner, Category, and Filters to easily and swiftly search through notes.
On the left-hand side, notes are organised by month. Click on the notes section. If the notes do not appear, click on the left panel and select the desired month to display the corresponding notes created during that month.
Notes - Filters