How to add documents and notes in Documents and Notes tab?

As a manager, you can add Documents and Notes for employees by going to Management > Employees > Documents and Notes tab. (Please follow through the steps below)

1. Select the Management. In the drop-down menu, select Employees.

2. Select the edit button for the employee you want to add documents/notes against

3. Go to the Documents & Notes tab.

To add Documents:

1. Click the '+'  button under the Employee documents section 

2. Enter the title, subject and upload the file by selecting the Browse button then click the Save button. 

To Add a Notes:

1. Click the '+' button in the Employee notes section

2. Enter the title of the note, the subject of the note, the note information and select the 'Save' button.