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Staff Profiles: Notes

Keeping Track of Team Member Information with the Notes Feature

The "Notes" section in the staff profile keeps an organised record of key team member information. You can choose from various note types, such as general notes, absences, disciplinary actions, training records, and more. For each note, you can add text and upload relevant files so everything is stored in one place.

Explore these Quick Links! 

 

Customise Notes Types

🔐 Access to this area in Alkimii depends on your user permissions. If you do not see this option, your account may not have the required access to make these changes. If you believe you should have access, please contact hello@alkimii.com for support.

To Add a Note Type 

  • Click Add Note Type in the top right. 

  • Enter the Name of the Note Type (Sick Cert).  

  • Click Save to enable this. 

 To Edit a Note Type 

  • Hover over "Actions" in the existing note in the list. 

  • Click on the pencil icon to edit. 

  • Click Save to apply the change. Please note that any previous note entries using this type will automatically update to reflect the new name.
  • You can view a history log of changes made to note type names by clicking on the clock icon. 

 

Navigating Notes 

  • From the navigation menu on the left, select HR > Notes 
  • You will see a list of all notes for this team member.
  • Along the top you have quick filter options to choose from including the "Type", "Created By", "Tag" and "Start/end dates" to help you locate the information you need. Use the dropdown menus, to enable the filters 
  • Beneath the filters you have the list view. 
  • To the right of the note, under the actions column you have the "Edit" and "Delete" options 
 

Add a Note 

  • You have two ways to add a note in the team members profile.
  • On the profile card in the top left of your screen, select the 3 vertical dots and click "Add a Note".
 Screenshot 2024-09-30 at 14.48.32
  • Otherwise you can go to the "Notes" using the menu on the left and click "Add a Note" in the top right. 
  • The pop up will prompt you to select a note type and tags, followed by the note body of text. You can also upload or drag and drop any attachments that may be relevant. 

  • Click "Save" to add the note to the profile. 

 

 

Edit/Delete a Note 

  • Within the Notes view in the profile, navigate to the actions column on the right. 
  • Click the pencil icon to edit the note. The pop up will open up allowing you to make any necessary changes. You will see a banner along the top displaying the created by information for reference. Click Save to apply these changes. 
  • Click on the bin icon to delete the note. You will have to confirm that you wish to delete this note. This will remove the note from the profile. We don't advise deleting a note unless this was created in error.