Adding an administrator note

As an administrator, you can add a note in a resource's profile. Notes are displayed in the resource profile. If your organization uses the Employee Relations module, notes are presented in a list that is initially sorted in descending order by date.

To access the consolidated view of a resource's profile, you must enable the Administrators View of Employee Profile feature toggle.

See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration.

  1. In HR Administration, select Resources > Resource Search.
  2. Search for a resource's record using a keyword or other options.
  3. On the Work tab, click Notes in the Additional Sections pane.
    Optionally, you can use the Performance web application to add an administrator note to a resource.
    1. Select Resources.
    2. Click the Employee Relations tab.
    3. Search and open a resource.
    4. On the Notes tab, a list of notes that are associated with the selected resource is displayed. Notes can be records of incidents, for example when a resource commits an infraction. In Employee Relations, notes can be records of events or conversations.
  4. Click Create.
  5. Specify this information:
    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 Infor HR Talent User and Administration Library (Cloud and On-premises) and select User > Employee Relations.

    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 Infor HR Talent User and Administration Library (Cloud and On-premises) and select User > Employee Relations.

    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.
  6. Click Submit.