Setup: Employees - Notes

How to get there: Set Up | Employees | Notes Tab

The Notes Tab is used to store free format text information about an employee.

ensure that the Security Function Roles have been reviewed for this Tab as confidential data could be entered within it and therefore result in a Data Protection issue.

It is recommend that HR Tasks are used to store confidential information as the assigned Escalation Group members will only be able to see the information.

Screen Layout and Fields

Notes

Free format text only can be entered here

The screen is controlled by the Security Function Role assigned to the user.

Screen Actions

Save	Save Employee changes
Delete Employee	Delete the Employee from the system. Note: If the Employee is a leaver, then do not Delete the Employee. Instead, set their Date Left on the HR Tab
Refresh	Revert to the unsaved state
View Diary	View Employee Monthly Diary screen
View Branch	View Branch information screen
View Tasks	View Employee Help Desk Tasks screen