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Notes on Employee File
Notes on Employee File

How to add confidential notes to an employee file

Mark Borham avatar
Written by Mark Borham
Updated over a week 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.


Employee profile - Employment section

In the "Employment" tab of the employee profile, there is an "Additional information" box, which isn't inaccessible by employees themselves (refer to pink frame).

Tip: You can click on the small lines on the right bottom of the window and slide to get more space.


Employee profil - Notes section

In each employee profile there is a "Notes" tab that allows you to add any comments and attachments of any sort to complete your note. Several managers can participate.

  • Click on the "Notes" tab;

  • Each comment will show with the author and date stamp for better monitoring.


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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