How do I create notes and reminders for an employee record?

This feature is available on the Premier and Master payroll edition.

Notes and Reminders are configured as a part of setting up Notes on an employee's profile, they enable users to capture comments and notifications relevant to specific employees.

      Navigate > Employee > Other > Notes / Reminders

Click on the + button to create the note and its reminder.

      

      

Complete the Note Title and Note Description fields. Also enable the "Attach a Reminder" checkbox to add a reminder.

      

Complete the Reminder Details section as required and save the reminder.

      

To extract the notes and reminders for all employees, generate the Employee Notes report.  

      Navigate > Reports > Reports > Standard Classic > HR

      

            An extract of the Notes report

                       

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