Adding an administrator note

Or select Administrator > Resources > Resources.

A list of notes that are associated with the selected employee is displayed. Notes can be records of incidents, for example when an employee commits an infraction. In Employee Relations, notes can be records of events or conversations.

Date

Today's date is the default.

Time

The current system time is the default.

Public

Select this check box to display the note to others who can view notes, including managers and employees. A private note is seen only by the person who added it.

Note

Specify the note text.

Type

Select the type of incident for the note. For example, you can select Attendance if the employee was unexpectedly absent. This field is available only if the Employee Relations module is enabled for the organization. The list of available types was previously defined for the organization.

If there is no suitable type listed, you can add one. See the Infor HR Talent Employee Relations User Guide.

Source

Select the source for the note. For example, if a manager personally observed the incident, then you can select Manager Observation. This field is available only if the Employee Relations module is enabled for the organization. The list of available sources was previously defined for the organization.

If there is no suitable source listed, you can add one. See the Infor HR Talent Employee Relations User Guide.

File Name

To attach a document, click the Browse button, browse to the document, and select the document.

URL

Specify the URL for information that is related to the note.

Notes are displayed in the employee profile. If your organization uses the Employee Relations module, notes are presented in a list that is initially sorted in descending order by date.