Profile notes are useful for storing additional information about a colleague that does not fit in the profile's default fields.
When do you use profile notes?
Profile notes are ideal when you want to keep a record of appointments or conversations with a colleague. For example, if you have regular conversations with a colleague about their progress or private circumstances, you can keep a history in the notes. In addition, you can format text in the notes, so you can highlight important points and keep everything neatly organised.
Where do you find the notes?
Within employee profiles, under the More > Notes tab in the personnel file, you will find an overview of all notes added for an employee. Each note shows who created the note on which date and who has rights to view and/or edit the note.
Adding a note
As an administrator or team leader, you can easily create a new note:
Navigate to the employee's personnel file
Click on the
More > Notes.Click
Add noteto add a new note.
Set permissions for notes
When you create a note, you can set who can see and edit it. Several settings are available:
Visibility: choose whether the note is visible to only administrators, administrators and team leaders, or also to the employee himself.
Editing rights: choose whether only administrators can edit the note, or whether team leaders also have editing rights.