Employees - Add notes or documents to the employee profile

Management > Employees > Documents and notes

Within the employee profiles there is a section allowing Managers to add or edit documents and ad hoc notes on employees.  This is useful for uploading copies of certifications, other important paperwork, organising random notes, employee performance reviews etc.

Add documents

1. Click the + button
2. Enter a Title and Subject for the document
3. Click Browse to navigate to the document you want to attach
4. Click Open
5. Click Save

Add notes

1. Click the + button under Employee notes
2. Add the Title and Subject for the note
3. Enter the note into the Enter your note information here field.
4. Click Save