Add notes to an employee's profile

Under each employee profile, notes can be added privately.

Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

An administrator or team manager can add notes about an employee on the employee's profile. The information can't be seen by the employee themselves, so it is a useful place to have information or documents that you don't want the employee to see.

📎NOTE: By default, notes can be seen by users assigned to a role with Access notes in employee profile listed in their permissions.

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.

  1. Click on an employee's profile.

  2. On the profile menu, click Notes.

  3. Click Add new.

  4. Enter the content of the note.

    📎NOTE: You can enter up to 700 characters

  5. If required, un-select whether you want this note visible to others.

  6. 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.

  7. Click Save.

📌TIP: If you wish to edit a note, click on the pencil icon. To delete a note, click on the rubbish bin icon.

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