User Profile - Notes

✅ How to Use the Notes Tab in PurelyHR

The Notes tab in the Staff Profile is a simple yet powerful feature that allows administrators to record custom notes about employees. This can include important details such as First Aid training or instances of lateness. Notes can be set to be visible only to administrators or to both administrators and managers.

Why Use Notes?

• Track certifications like First Aid training.
• Record performance-related notes or attendance issues.
• Share relevant information with managers when needed.

How to Add a Note to an Employee Profile

While logged in as an Administrator:

1. Go to the Staff Module.
2. Select Staff Directory.
3. Choose the user you want to add a note for.
4. Click the Notes tab.
5. Select Add Note.
6. Enter your note and choose the visibility option:
   • Administrators only
   • Administrators and Managers
7. Click Save.

Additional Use Case: Recording Lateness

You can also use this section to record Lateness instances for easy reference during performance reviews.