Adding a manager note

Or select My Staff > My Staff and click the resource's View Full Profile link. Select the Take Notes tab.

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.

Private and public notes about the employee can be added by you or another manager. Public notes can be added by the employee or an administrator.

Date

If this field is blank, the current date is used.

Time

If this field is blank, the current time is used.

Public

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

Note

Add notes.

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

Attach a document.

URL

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