Users | Notes

1) Overview
2) Add notes to users' profiles



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:

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