1) Overview
2) Add notes to users' profiles
🔍 RELATED ARTICLES
Users | Management
Reports | User Details
1) Overview
The user notes feature is often overlooked. It can be used to leave notes on a user's profile. These notes are only visible to a manager.
NOTE: If the user manages themselves, they will be able to see notes against their profile.
These notes could be used to document different things but some uses include: notes about warnings, issues or incidents. These notes could also be used to document performance management matters or anything that might be useful during a staff review session or for users in charge of rosters.
Notes against a users profile can be seen by any user who manages that user.
2) Add notes to users' profiles
Follow these steps to add notes to a user's profile: