Staff Profiles: Notes

The "Notes" section in the staff profile is a powerful tool that helps you maintain a comprehensive and organised record of important team member information. This feature allows you to select from a variety of note types, including general notes, job chats, absences, disciplinary actions, training records, and more. Depending on the type of note you choose, you can add detailed text into the content body and upload any relevant files to ensure you have everything on file for each team member. From keeping track of security licences to recording return-to-work interviews or issuing uniforms, this feature helps you manage these notes in a simple and accessible way. 

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".
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.