Adding notes to an employee file
Within Natural HR it is possible for administrators, HR users and managers to record simple text notes against an employee file which can be referred back to later.
To leave a note on an employee file navigate to:
People > Employees
The notes icon can be found beneath the employee card, under the Core Details heading:
This will bring you to a table view of any notes recorded against the employee:
The table shows the title of the note added, the name of the user who added the note, and the date and time the note was added.
In the Actions button, will give the options to view, edit or delete the note.
At the bottom of the table is a button to Add a note.
When adding a note you will be presented with the following form:
This form contains fields for the employee name (this is pre-populated), a note title and the content of the note. You can also choose whether the note is visible to the manager using the checkbox at the bottom of the form. Check the box to make the note visible to HR users and Administrators only.
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