Keep important details where you need them
Not everything fits neatly into a form field. Sometimes you need to record a conversation, note an arrangement, or document something for future reference. The Notes section in each employee's profile gives you a dedicated space to capture this information.
Where to Find Notes
Notes appear on the Overview tab of every employee profile, right below the employee info card. The section includes a rich text editor where you can type, format, and organize your notes.
- 1 Navigate to Team from the left sidebar.
- 2 Click Directory from the submenu.
- 3 Click on the employee whose notes you want to view or edit.
- 4 Scroll to the Notes section on the Overview tab.
What You Can Do with Notes
The notes editor supports rich text formatting:
- Bold, italic, and underline for emphasis.
- Bullet points and numbered lists for organized information.
- Paragraph formatting for longer entries.
Notes save automatically as you type, so you do not need to worry about losing your work.
When to Use Notes
Notes are useful for recording information that does not belong in standard fields:
- Medical arrangements such as scheduled surgeries, recovery timelines, or light duty requests.
- Performance observations between formal reviews.
- HR conversations and outcomes.
- Special accommodations or flexible work arrangements.
- Disciplinary notes or verbal warnings.
- Training and development discussions.
- Probation feedback and extension reasons.
Best Practices
To get the most out of employee notes:
- Be factual and objective. Stick to what happened rather than opinions.
- Include dates. This creates a timeline of events and decisions.
- Keep it relevant. Notes should relate to employment matters.
- Update regularly. Add new information as situations develop.
- Use formatting. Lists and headers make notes easier to scan.
Who Can See Notes
Notes are visible to anyone with access to the employee's profile in the Directory. This typically includes HR personnel, managers, and admins. Regular employees cannot see notes on other employees' profiles.
Frequently Asked Questions
Yes. Notes save as you type. You do not need to click a save button.
You can edit the notes section and remove content as needed. However, for compliance purposes, consider whether deleting information is appropriate before doing so.
No. Notes in the Directory are for HR and management use. Employees access their own information through the Me module, which does not display these notes.
There is no strict character limit. You can add as much information as needed.
What's Next?
Continue learning about employee profiles:
- Viewing Employee Details gives an overview of all profile sections.
- Managing Employee Documents covers storing contracts and certifications.
- Tracking Goals and KPIs explains performance tracking.