Adding and Viewing Employee Notes

Follow these easy steps to add a task note to an employee’s profile. 

1. 1. Go to the Employees screen.     
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2. 2. Use the quick search, then select the employee’s name to open the employee profile. 

                 

3. 3. Select NOTES. 

 

4. 4. Select +ADD to add a new task note. 

    

5. 5. Select Type of note being added from the drop-down menu. 

                    

6. 6. Fill in your Task note in the note section and SAVE.  

                     

*** After the task is finished, an employee can mark the task note as complete by selecting the checkbox next to Completed and then Close.