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Add notes to an employee's file

How to add confidential notes to an employee file

Mark Borham avatar
Written by Mark Borham
Updated over a month ago

There are two possibilities for adding notes to an employee file. Both cannot be consulted by him/her, but all his/her managers and supervisors can.


1- Employee profile - “Employment” section

In the employee profile, you can add notes from the “Employment” tab. You can click on "Edit" and add your note in the “Other employment information” section.


2- Employee Profile - “Notes” Section

The “Notes” tab, found in each employee profile, allows you to leave comments and add attachments of your choice. Multiple managers can collaborate on this section.

  1. Click on the “Notes” tab.

  2. Notes will be saved one after the other. The date, time, and name of the person responsible will be displayed to make it easier to follow the sequence of events.


Employee profile - "Documents" section

Plan Plus users also have access to the "Documents" section, located under the "Notes" section, which allows you to create folders, share documents with your employees and receive documents from them. For more information, please consult our Help Center article on this subject.


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