This article provides Company and Performance Administrators with instructions on how to enable or disable adding Notes and Attachments in Appraisal Sections.

1. Go to Administration > Performance and click Appraisal Setup.

2. Find the appraisal with the section you'd like to edit and select Appraisal Settings > Appraisal Sections.

3. Click onto the Appraisal sections tab

4. Click the Edit icon on the relevant section

5. You will then see the section open, you will need to locate and click "Appraisal Section Setting"

6. To enable Notes and Attachments, check the boxes for Allow adding notes and Allow adding attachments. To disable Notes and Attachments, uncheck the boxes for 'Allow adding notes' and 'Allow adding attachments'.

7. Once this is ticked for the section, as the employee or manager, when they open the section in the appraisal, they see the following options to add notes / attachments.

1. Employee clicks on Performance > My Performance and then selects the relevant appraisal.

2. A Manager will clicks on Performance > Team Performance and then selects the relevant appraisal.

3. Once the appraisal is open, the Employee / Manager selects the relevant section

4. To add notes, click Notes to expand and select Add Notes. Enter the details/text for the note, select the visibility and click "Update Note"

5. To add attachments, click Attachments to expand and select Add Attachments.

6. Enter a File Name (this is the display name for your file) and click Choose File.

7. A pop-up window will appear. Locate the file you want to attach by browsing to the location on your computer.

8. Click the file you want to attach and then click Open.

9. Select the visibility (public/private/manager only). See 'Visibility Settings For Notes and Attachments'.

Public: If this option is selected, it means that all individuals who have access to the Performance Appraisal will be able to see the notes and attachments. This includes the Manager, Employee and the Company Administrator.

Private: is only visible to the individual who added the note and attachment. This means that the person who uploaded the note attachment is the only one who can see it.

Manager Only: Visible to the note's creator and to manager-level roles, including the employee's Performance Manager and Company Administrators. Employees cannot see these notes. If the Performance Manager changes for the appraisal, the new manager can see notes added by the previous manager.

The person who created a note always sees their own note, regardless of the visibility option chosen.

Visibility is set by the person adding the note or attachment, and applies from the moment it is saved. There is no setting that hides notes during the appraisal and then reveals them once the appraisal is finalised. If a note was saved as Public, the employee can see it immediately — including before the manager has finished their review. If a note was saved as Manager Only or Private, an administrator cannot make it visible to the employee later; the note's creator must edit it and change the visibility, which may require the appraisal to be rolled back to the relevant phase first.

If your goal is for managers to give feedback that employees only see after the appraisal is complete, use the Summary section's final comment and display settings rather than section notes.