The Employee Notes feature allows you to add and store notes directly on an employee’s profile, helping you keep track of important information, conversations, or performance-related details in one central place.
How to add employee notes
Go to Employees in the configure portal.
Select the employee who you need to add a note to.
Head over to the Notes tab.
Enter the note and click Add Note.
How to edit employee notes
Go to Employees in the configure portal.
Select the employee whose notes you need to edit.
Head over to the Notes tab.
Click on the note to enter Edit mode.
Make your changes, then click Save to finalise.
How to delete employee notes
Go to Employees in the configure portal.
Select the employee whose notes you need to remove.
Head over to the Notes tab.
Click Delete to remove the unwanted note.
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