Add a Note
Notes can be added to an employee’s record and shared. Files can be attached to a note as well.
To add a note to an employee:
1. Pull up the employee.
2. Click on ADD A NOTE to the right of the employee’s name.
3. Add Subject and Note details.
4. Select Actions:
a. Share it with brokers? If checked, the broker will be able to view the note on the company wall and on the employee’s Employee Management Page.
b. Share it with HR? If checked the HR users for the company will be able to view the note on the company wall and on the employee’s Employee Management page.
c. Share it with the employee? If checked, the employee will be able to view the note by accessing the “Notes” category in their Profile.
d. Follow this note? If checked, provides a quick access to the note when viewing “followed” noted on the wall.
5. Files may also be added to a note by clicking on CLICK TO ADD A FILE button. 6. Notes will appear on the Employee Management page.
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