Objective
The objective of this tutorial is to help you understand how to add, edit, or delete notes to your staff profiles.
Overview
Access from your: Computer
Applies to: Managers, Supervisors, and Schedulers
Things to know before you begin:
- You must have a manager/admin, supervisor, and scheduler access privileges to add, edit or delete notes to your staff's profile.
- Notes added to the staff's profiles will only be visible to Managers and Supervisors.
- Schedulers can add notes for the position they have access given by the manager.
The scenario outlined in this tutorial consists of the following building blocks:
- Add Notes to Your Staff Profile
- Edit Notes from Your Staff’s Profile
- Delete Notes from your Staff’s Profile
Add Notes to your Staff Profile
Step 1: Go to Staff module from the top-panel > Click on the name of the staff member you want to add notes for, as shown in 1.
Image 1
Step 2: Under Overview section > Click Add New Note or New Note to add notes to the employee profile, as shown in Image 2.
Image 2
Edit Notes from your Staff’s Profile
Once the note is added, you can edit the note following the steps below:
Step 1: Click the Pencil icon > Edit the note as per the requirements > Secure the new note information with Save, as shown in Image 3.
Image 3
Delete Notes from your Staff’s Profile
Step 1: Click the Bin icon > confirm with OK tab from the pop-up message, as shown in Image 4.
Image 4
If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.