How to Add Special Notes Per Employee

Adding special notes per employee is useful for tracking individual comments, performance reviews, or specific instructions. Here’s a guide on how to do it:
Written by ShopXpert Inc.
Updated 2 months ago

Access the Employees page:

  • Select "Employees" and open the "Employees" page. In the employee management section, you will see a list of employees.
  • Use the search bar or filters (e.g., by employee, team, position) to quickly find the specific employee whose information you want to edit.

Locate the Notes Section

  • After selecting the employee, you will be directed to a page displaying their details. Click on the Notes section. This area is specifically designated for adding and managing special notes or remarks for the employee.

Add the Note

  • Click the "+" button to Add Notes.

  • Type your special note in the provided text box. This could include comments on performance, specific instructions, reminders, or other information relevant to the employee.

  • After entering the note, click "Save" to ensure it is recorded in the employee’s profile.
  • You can also view, edit, or delete notes as necessary.

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