This Article outlines how to Add and Remove Notes from a user's Notes section under the Activity tab and who has visibility of these notes in the system.
The purpose of the “Notes” section in an employee profile is to allow Managers and Company Admin users to add notes and file attachments related to that employee in their profile. The individual adding the note or file attachment to the profile has the ability to define which users can access the note/attachment.
Examples of how you can use the Notes feature include:
Uploading any employee related signed letters such as Parental Leave, Career Break letters
A copy of the employee's Position Description
⚠️ Users cannot view the notes section on their own profile
Adding a Note
To add a Note:
1. Navigate to the user profile.
2. Click on the + icon next to Notes under the Activity tab.
3. Complete the following sections in the note:
1. Provide any required information or comments.
2. Note attachment: Attach a required file.
3. Note Visibility: Select the users that can view this note under the notes section.
4. Click Add Note.
⚠️ You can only add one file to a Note.
.pdf .jpg .docx are accepted file types.
Deleting a Note
To Delete a Note:
1. Navigate to the Users Profile.
2. Click on the Notes section to expand it.
3. Click on the Rubbish Bin icon to remove a note.
4. Confirm OK.
5. Confirm OK once note is deleted.
❗ Once a Note has been deleted it will not be recoverable.
Who has visibility and can add a Note
The Following users can Add notes to a user's profile:
A User's Direct Manager
A User's Second Level Manager
A Company Administrator
A Manager user That has both the User Administrator Page Permissions and HR Manager Security Profiles applied to their account
The Following users can view a note if these tags are added to the Notes visibility section:
Manager: User's Direct Manager
Any Direct and Indirect Manager: Direct Manager, Second Level Manager, Any Manager that has User Administrator Page Permissions and HR Manager Security Profiles applied to their account
HR Manager: Any Manager that has User Administrator Page Permissions and HR Manager Security Profiles applied to their account
Admin: Company Admins