Notes

If you go to notes via the left menu, the filter is set to employer notes by default.

At the employee level

Notes are text blocks in which you can add virtually anything, including attachments. When you add a note, it will be visible to all users. Only the user who created the note can edit or delete it.

Go to the employee ID card and click on the button Notes to the right.

Then click on + Add note to open the screen below. Enter your text and any attachments. Then click Create.

If you created multiple notes, they will be listed in descending order by date. Changes made to notes will also be visible here.

If desired, the notes can also be exported in an Excel file for all employees at the same time or for 1 employee.

At the employer level

In addition to separate notes for employees, we have also configured this functionality to record, for example, standing work agreements, company policies, or work instructions. The operation is the same as described for employees, only at a higher level.

When you hover your house over (modified) on a modified note, you will see who made the latest change.