HS: Employee Notes

Overview

Employee Notes allow managers with the appropriate permissions to add notes about individual employees. These notes can be viewed from the employee's profile and from the Scheduler, making important scheduling information easily accessible when building or reviewing a schedule.

Add an Employee Note

To add a note:

1. Navigate to Staff > Staff List.
2. Select the employee's name.
3. Select the Employee Notes tab.
4. Select Add Note.
5. Enter the note and save your changes.

When an employee has multiple notes, the newest note appears at the top of the list.

Note: Only the author of a note can edit it.

View Employee Notes in the Scheduler

Employees with notes are identified in the Scheduler by a green note indicator next to their name.

To view an employee's notes from the Scheduler:

1. Select the employee's name.
2. Select the Employee Notes tab.
3. Review the available notes.

Each note displays the author and the date and time it was created.