Record written notes on an employee's profile.

Jamie Harvey avatar
Written by Jamie Harvey
Updated over a week ago

You can store simple text notes on an employee's profile. Much like our other features, you can use permissions to control who can view and add notes.

Adding a note

  1. Find the employee's profile

  2. Click Notes

  3. Select the note type

  4. Notes of the chosen type will appear. Type a note in the text box and click Add note

The three types of note

General notes

If your permission level grants you access to Notes, you'll be able to see these.

Sensitive notes

You'll need to be on a permission level that grants you access to Sensitive notes to see these. This is typically reserved for senior managers.

Private notes

These are only visible to the person that added them.

⚠️ The employee won't be able to see notes on their profile, no matter the type.

Did this answer your question?