Note entries for people

Owned by Victor Macko
Last updated: Jul 18, 2022
1 min read

Note: This section requires the ‘Notes’ addon to be enabled for your subscription

Date & time-stamped notes can be entered by managers for people - some examples of how this can be used include;

  • Feedback from customers & fellow colleagues

  • Positive or negative behaviour

  • Records of meetings (eg. professional development / annual performance reviews / HR / etc)

  • Employment discussions

  • Disciplinary meetings

Permissions can be customised to determine whom can view the notes recorded in a persons record - eg;

  • Anyone whom can view the record in general

  • Anyone whom can edit the persons record

  • Anyone whom can view the persons record, and has Human Resource permissions for it