Add Notes to Employee Files

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This handy little feature allows you to easily add notes to any employee file you have open to make it easier to track things like:

  • Comments or feedback from the employee
  • Keep a record of phone calls or email follow ups you have with this employee
  • Keep a log of any requests from an employee

To use employee notes, all you need to do is:

  1. Open any employee file. Next to their name you’ll see a little blue button which shows the number of notes for this employee

     

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  2. Clicking the blue button will bring up the notes screen

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  3. To add a new note, click the green “Add” button and enter the note into the notes textbox. When you’re done, click save

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  4. When you’re done your note will be saved so you can review them at any time

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Some other features of employee notes are:

  • Notes can be up to 1000 characters long
  • Notes can be added from any tab within the employee file
  • Notes can also be deleted.
  • Notes are only visible to payroll administrators

If you have any questions or feedback on the employee notes feature, please let us know in the comments or via support@yourpayroll.com.au

 
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