Internal Employee Notes

Documenting an Internal Note is a great option if you want to track any type of Internal Note for an Employee, but it's not appropriate (or not serious enough) to document this in the Grievances module or the Performance Management module.

Internal Employee Notes are NOT visible to your Employees and can only be seen through the Admin User portal.

Adding a New Internal Note

Start by going to your Employee's profile, and selecting the Internal Employee Notes module, and clicking Add Note towards the right.

As with our other modules, this will open a new window where you can enter any details about the Note before saving. You can also add a Reminder if you want to remind yourself, or another Admin User, to follow up regarding this specific note!

Custom Tags

Additionally, you can create custom tags in your Internal Notes. These tags can be named whatever you'd like for them to be, and are meant to make the notes reportable. To create a tag, simply add # sympbol and start typing the title of your tag.

One example of when tags can be useful would be if you have an employee who's been showing the trend of being frequently late. When adding your Internal Notes, you can create a '#late' tag. Then, you can run a report for any Internal Notes related to this employee that share this tag, if needed.

Alternatively, another example could be that you want to ensure you highlight an employee for an accomplishment during the next Town Hall meeting. You can create a tag for this event (perhaps #TownHall), and even create a Reminder for the Admin who may be responsible for this acknowledgment.

Reporting on Internal Notes (and tags)

To create an Internal Notes report, go to Reports > then select the 'Internal Notes' report option under the Employee Records section. Within this report, you can add parameters to filter your results, including the specific tags you've created in your Notes.