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Notes and reminders

A quick guide to the notes and reminders section and how to get the most out of it

Russell avatar
Written by Russell
Updated over a month ago

The notes and reminders section is fantastic to use as a management tool or just a place to store notes about a particular employee.

Only HR users and Line Managers (if permissions have been granted in their settings) can access the notes and reminders section.

This is located on the individual's profile under More > Notes and reminders 

You can add a 'Remind on' date for a notification to be sent via email to the author of the note.

You can also select it to remind all HR users if you wish.


Notes are not visible to the individual whose account they are stored on so they are often used for management purposes or for just simple reminders on your own account. Your Employees, Volunteers or Contractors will not even be able to see the option in their more tab. Remember all HR users are able to view them and line managers if their permissions allow.

TOP TIP:

The Notes and Reminders section is where the bulk emails that are sent are stored.

How will I receive my reminder?

If you're an HR user who has opted in to receive email notifications from Breathe, your note/reminder will be included within your daily HR notification email from Breathe.

For more information on email notifications from Breathe, please see the guide below:

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