How to add notes to employee profiles

Managers have the ability to leave notes on an employee's profile that are only visible to Admins, the employee's Manager, or the employee themselves. To leave a note on an employee's profile:

1. Open the employee's profile in People. For help with finding employee profiles, check out our article on How to search for an employee.

2. Navigate to the Notes tab of the employee's profile, and click + Add Note.

3. Enter the Title and Note and adjust the Visibility settings to control who can see the note on the employee's profile. Click Create note when complete.

4. Once the note has been created, it can be viewed in the Notes tab of the employee's profile by everyone included in the note's Visibility settings. You can also Edit or Delete the note from the Notes tab as necessary.

​

• Related Articles

• How to add a new employee to People

  Adding a new employee 1. Navigate to People in the left-hand navigation bar, and click + Add New Employee. 2. Fill in the required fields about your new employee. As a minimum, enter their name, start date, employee code, country and region of ...

• How to add documents to employee profiles

  Documents can be attached to an employee’s profile in Rise to help keep track of information about the employee. There are three levels of visibility you can choose when uploading a document: admins only; admins and the employee’s manager(s); or ...

• How to edit an employee's onboarding information

  1. Navigate to People, then click Onboarding. 2. Click the three dots next to the name of the employee you want to edit, then click Edit. 3. On the employee’s onboarding page, click Update onboarding, then Edit info to edit the information you ...

• How to edit personal and work information in HR

  Rise HR platform lets HR Owners edit personal and work information for employees. If you use Rise Payroll, this information is automatically synced to Payroll. Under default settings, Administrators and HR managers have full editing access. To learn ...

• How to invite employees to People Directory & Time Off

  1. Click the drop-down menu under your name and select Settings.  2. Select User Management. 3. Click the Invite button next to the employees you want to invite. Alternatively, you can select the check marks to the left of the employee names then ...