How to add notes to employee profiles

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.
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