Employee Notes Category
There are two ways to view, add or edit notes category in the organization:
- Through Employee Module
- Through quick add
1. Through Employee Module.
Go to Employee-->Settings-->Notes Category on the home page.
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On Settings, select Notes Category.
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Or select Settings on the left navigation bar.
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Then select Notes Category.
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You can view, add or update the Notes Category.
- A preview of the Notes Category menu is shown below. Click on the "Search" button to view all the categories.
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All the note categories will be displayed once you click the "Search" button.
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You can also select the type in the type menu dropdown list. Click on the "Search" button to view the categories.
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For example, if you select Employee Notes and then click on the "Search" button then the employee notes alone will be displayed.
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- To add a new Notes Category, click on the "Add" button in the top right corner.
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In the Add Notes Category, provide the name, select the type of the notes category, and provide remarks if any.
Then click on the "Save" or "Save & Continue" button to save the changes.
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- To update the notes category, click on the "Search" button.
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Click on the "Update" button to update the notes category.
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In the Update Notes Category, provide the name, and provide remarks if any.
The type will be selected by default. Then click on the "Save" or "Save & Continue" button to save the changes.
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2. Through quick add.
We can also use the Search menu for quick searches.
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Use the keyword "notes" to find the Notes Category menu. Now you can view, add or update the notes category.
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