How to Add a Note on an Employee Record

This feature is available in the HR Software add-on. Anytime you need to document an activity for an employee, you can add employee notes to their record.

1. Go to Payroll > Employees > Employee List > {Employee Name} > Employee Profile.
2. Click Notes link on the right side of the Profile page.
3. Click +Add Note.
   • To edit a note, click the “Edit” icon in the row of the note to be edited.
   • To delete a note, click the trashcan icon in the row of the note to be deleted.
4. Enter a Subject for the note.
5. Today’s Date will appear. You can change the date if needed.
6. Enter Comments (optional.)
7. Click Save.

Notes are sorted by the most recent date, unless you sort by another column.

[RELATED ARTICLE: What Should Be Kept in an Employee File?]

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