Internal Employee Notes

Modified on Wed, 6 Mar at 1:05 AM

This feature is a fantastic way to communicate with your colleagues to keep up with notes regarding Employees.



To assign permissions for who can view and interact with notes.  Go to Settings in the left menu and select Roles & Permissions.  Select the individual role's Permissions and under People, go to the Staff Notes option.

Read only - the employee can view the Internal Notes tab but cannot edit/archive

Edit - the employee can view existing notes and add comments to a thread

Create - the employee can add new notes and add comments to existing threads

Delete - the employee can add and edit threads as well as Archive them

Adding Notes to an Account

Go to the individual employee profile and select the Internal Notes tab.

Use the + Add Note Thread button to get started.

Give the note thread a Title.  

You can choose a Type from a pre selected list of areas.

  • Discipline
  • General
  • Development
  • Coaching
  • Performance Review
  • Conflict
  • Communication
  • Recognition
  • Attendance

Add your note, then Select Save.

You will then be able view and add to the note on the main page.

View Note Thread

Select the '... ' action dots on the right and select View note thread.

Enter your comment at the bottom and choose Post Comment.  You will then view the comment beneath the original note.  The newest notes on the thread will be presented above any previous comments.

Archive Note Thread

If you would like to remove a note thread, select the '... ' dots on the right and select Archive Note Thread.  You will be asked to confirm you want to archive the note as this cannot be returned to the account.

Select Confirm to archive the thread.

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