Certain users can add notes about an employee on the employee's profile. By default, the information can't be seen by the employee themselves, so it's a useful place to have information or documents that you don't want the employee to see.
Who can add notes?
Users assigned to a role with Access notes in employee profile listed in their permissions can view notes added to the employee's profile.
The user will also be able to add or edit notes if the permission is set to Add & edit notes.
If you don't want someone to have this access you need to either remove them from roles that have this permission listed, or delete the permission from that role. However, keep in mind when you delete a permission it's deleted for everyone else assigned to the same role.
Can employees see these notes?
By default, the employee role isn't configured to allow employees to access notes. If a user can see notes this means they are assigned to a role that has the Access notes in employee profile permission.
To remove this access you need to either remove them from roles that have this permission listed, or delete the permission from that role. However, keep in mind when you delete a permission it's deleted for everyone else assigned to the same role.
Add notes
Click on an employee's profile.
On the profile menu, click Notes.
Click Add new.
Enter the content of the note.
📎NOTE: You can enter up to 700 characters
If required, uncheck whether you want this note visible to others.
If required, click Add attachment to upload an attachment for the note.
📌TIP: This is a handy way to upload documents to an employee's profile that you don't want the employee to see.
Click Save.
📌TIP: If you wish to edit a note, click on the pencil icon. To delete a note, click the trash can icon.
