Function of Employee Notes

With the "Employee Notes" add-on, notes can be stored directly in an employee's profile. This makes it possible to document important information individually and make it accessible.
 

Add-on Settings

You can find the add-on under Add-Ons -> Employee Notes .
In the overview you can adjust the permissions using the gear icon.

1. Show Notes tab

• Determine for which roles the tab is visible in the employee profile.
• Specify which roles are allowed to create notes.

2. See notes from other roles

• Define which roles can see notes from other roles.

3. View notes for other employees

• Define which role can see the notes for other employees, i.e., other than themselves.

After clicking Save the settings will be activated.
 

Using Employee Notes

A new “Notes” tab appears in the employee profile.

1. Heading: Give the note a title.
2. Note field: Enter the actual note.
3. Save: The note is saved in the employee’s profile.

All notes contain a timestamp information and the name of the creator. Notes can be edited or deleted at any time - depending on permissions.