Adding Notes To Current Employee
Adding notes to Current employees is done in three ways:
1. Using the Notes Menu
2. Using Employee Menu
3. Using the Quick Add button
1. Adding Notes to Current Employee using the Notes Menu
Method 1: Go to Employee Module > Employee > Notes menu > Click the "Add" button at the top right corner.
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Click on the "Search" or "Advanced Search" button to view the list of employees, Now click on the "Select" action to add notes for an individual employee.
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Select a note category and fill in the mandatory fields.
If needed, attach a file using the "Choose file" option.
Then click the "Save" or "Save & Add" button.
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Method 2: Go to the Notes menu > Click on the "Search" or "Advanced Search" button to view the list of employees.
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Click on the "View" action to add notes for an individual employee. Click on the "Attachment" action to attach a file if needed.
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Click the "Add" button at the top right corner.
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Select a note category and fill in the mandatory fields.
If needed, attach a file using the "Choose file" option.
Then click the "Save" or "Save & Add" button.
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2. Adding Notes to Current Employee using Employee Menu
Method 1: Go to the employee's menu > Click on the "Search" or "Advanced Search" button to view the list of employees, Now click on the "Notes" action to add notes for an individual employee.
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Click the "Add" button at the top right corner.
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Select a note category and fill in the mandatory fields.
If needed, attach a file using the "Choose file" option.
Then click the "Save" or "Save & Add" button.
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Method 2: Go to the Employee menu> Click on the "Search" or "Advanced Search" button to view the list of employees, Now click on the "View" action.
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Click on the "Notes" > "Add" button on the top of the screen to add notes for an employee.
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Select a note category and fill in the mandatory fields.
If needed, attach a file using the "Choose file" option.
Then click the "Save" or "Save & Add" button.
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3. Adding Notes to Current Employee using the Quick Add button.
Go to Employee module > scroll down and select the "Add notes" button.
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Follow Method 1 and Method 2 for further adding notes.