Managing Notes on an Employee Record

This process cannot be done from a mobile device.

Managing notes in an employee record is an important feature of creating a successful employee record and can be easily done by following these few simple steps:


Step 1.

Click on the Modules tab, then click on the  Employees icon on the main ribbon.



Step 2.

Create a new employee record or open an already existing employee record from your record list. 

 If creating a new employee record, all required fields must be filled in and then saved before you can proceed to Step 3.  If you need help on how to create a new employee record, see article, Creating an Employee Record.



Step 3.

Click on the Notes tab on the bottom ribbon section.


Step 4.

After clicking on the Notes tab, select the  New Note icon.

To modify or edit a note, go to Step 6.

To delete a note, go to Step 7.


Step 5.

Once the note section has opened, enter in the desired notes to the provided space, then, when completed, click on the  Save icon to complete the process.


Step 6.

To modify or edit a note in an Employee Record, click on the  Update pencil icon.  You will then be able to edit the attached note.  Once completed, click on the  Save icon.


Step 7.

To delete an existing note, click on the  Delete icon.  A pop-up menu will ask you to confirm by clicking OK,

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