Adding an employee note

You can add public or private notes during a self-appraisal and at other times.
  1. Sign in as Employee.
  2. On your self-appraisal, click Take Notes.

    Or, select Take Notes on the main menu.

    Or, select Resources > Notes on the main menu.

    All your private and public notes and any public notes added by your manager, HR generalist, or an administrator are displayed.

  3. Click Create.
  4. Specify this information:
    Date
    If this field is blank, the current date is used.
    Time
    If this field is blank, the current system time is used.
    Note
    Specify note text.
    Public
    Select this check box if you want the note be displayed to you, your manager, and other administrators and generalists. If this field is not selected, the note can be viewed only by you.

    Your manager and any administrator or generalist can view your public notes but cannot update them.

    Your manager, administrators, and generalists can create public or private notes about you. You can view their public notes, but you cannot update them.

    Type
    Specify the type of incident for this note. The list of available types depends on those that have been previously defined for the organization. This field is not available if Employee Relations module is not enabled for the organization and if it is set to hidden on the organization level.
    Source
    Select a source for the information in the note as configured by your organization. For example, Witness Report. This field is not available if it is set to hidden on the organization level.
    File Name
    Attach a document.
    URL
    Specify a URL for information that is related to the note.
  5. Click Submit.