How do I add a note?

Learn how to add a general, feedback, or praise note to an employees profile.

Once you have clicked on a Team Member and opened up their profile, navigate to the top right corner and click on this icon .

 

To add a note, first select the Note Type, General, Feedback, or Praise.

Then, select the location for that employee from the dropdown menu. 

Finally, add a description. 


To hide the note from the employees view, click the checkmark on the bottom left corner.