You can now add Notes when using our People feature! Each Note can be set to Private or Public:
- Private means only you will be able to see the Note;
- Public means you, your Admins and the immediate Line Manager of the person the Note is about will be able to see the Note.
Keeping Notes will help you remember key interactions when you want to Hi5 or Rate someone later. Follow the easy steps below to get going!
Good to know: Notes is only available on Desktop at this time.
Click on the People tab in the menu. You can Filter by Departments, Roles or Offices, or simply type in the Search for co-workers field to find the colleague you'd like to make a Note about.
Click on the co-worker's card to open their People profile. In this example, we're making a Note about Drew Wilton:
In the Notes section on the left hand side, click on the Add New + button and type to make a Note.
Step 4: Choose who sees your Note.
There are two visibility options (click on the eye icon): Public (default) and Private.
- Public: You, your Admins & the immediate Line Manager of the person (Drew, in this case) can see your Note about the co-worker.
- Private: Only you can see your Note about the co-worker.
FYI: No Employees can see Notes that others have added.
After setting your Note's visibility, click Add Note to save.
Good to know: You can add as many Notes as you like! And you can always go back to update, delete or change the visibility of your Notes.