Adding Notes to an Employee's File

In HRWize, it is possible to Admin, HR and Manager users to record simple text notes in an employee's file which can be referred back to later.

To leave a note in an employee's file, simply go to:

People > Employees

Once there, the notes icon will be found beneath the employee's card under the Core Details heading:

If you are on the table view, go to the Actions column and select 'Notes':

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 column, there are 3 icons:

• Magnifying Glass - To view;
• Pencil - To edit;
• X - To delete.

At the bottom of the table, you can add a note to the employee's file. 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 with its content. You can also choose whether the note should be visible to the manager using the checkbox at the bottom of the form. Check the box to make the note visible to HR and Admin users only.