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Notes can be added to the Performance Diary by an employee at any time. Notes that an employee can make are achievements that may relate to them meeting or exceeding goals for the review period. Notes can be added via the widget on the Home page, this is just for quick notes that are text only. If you wish to upload files as a note you will have to do this from the Performance Diary page which can be accessed by clicking on View All.
The top 5 most recent notes will display in the Recent Entries section.
If you wish to view all notes click View All which will take you to the Performance Diary page.
Follow the steps below to add a note:
- Click on new Entry.
- Complete the required fields:
Title: Title of the note. This will default to the note entry date however this can be edited.
Review Name: A note can be associated to a review.
Body: Body of the note. This is viewed when click on the title of the note.
Private Entry: If ‘Yes’ is selected only the employee can view this note.
Upload File: Files can be uploaded against a note. Multiple files will have to be uploaded as separate notes.
Once you have entered the note click Submit.
