Create, Edit & Delete Notes About Employees

Company administrators can make free-form notations within an employee's record so they can store all their information regarding that employee's status in one place. Notes created by any administrator are viewable and editable by all other administrators who have access to the given employee's record.

Using Notes:

1

From within the TeamSense web portal, click the Employees tab, then click the name of the employee to navigate to their details page. Click on the link for Notes under their details on the left

2

You will see all notes that have been created regarding this employee to-date. To edit or delete an existing note, click the note to open it up. From there you can make your edits, or click on Delete note in the top right to delete it

To create an entirely new note, click the button in the top-right to Add Note.


Notes created when editing a status:

When an administrator edits a status there is an opportunity to add a note, as shown below.

These notes are included in the list of all notes about an employee, but because they are a part of an important record (editing a status), they are not available for deletion. You can still edit these notes should you need to do so.

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