Managing employee details can be cumbersome, which is why TeamSense has tried to make it as streamlined as possible.


📜 This Article Is For:

Admins


Supervisors


Employees





Employee Message Logs


TeamSense keeps logs of messages sent to and from employees. Each employee has their own message log that you can access within the TeamSense Dashboard. You can follow the steps below to check an employee's message logs.


1. Navigate to the Employees tab


Navigate to the Employees tab


2. Choose the employee you want to see the message logs for


Choose the employee you want to see the message logs for


3. Click on Message Logs


Click on Message Logs


4. Here, you can see all message logs for that employee


Here you can see if a message was received/delivered, when it was created, if it was sent via text or email, and the details of the message.

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Manage Employee Notes


Managing employee notes is super simple! Follow the steps below to view, add, and delete employee notes.


Viewing Employee Notes


Employee notes are a great way to see if something important relevant to an employee was written. To view employee notes, follow the steps below.

1. Navigate to the Employees tab


Navigate to the Employees tab


2. Choose the employee


Choose the employee


3. Click on Notes


Click on Notes


4. You can see the current notes for this employee here


You can see the current notes for this employee here

Adding a Note


Notes can be an extremely useful tool to leave employee-specific information within an employee's profile. Follow the steps below to add an employee note in TeamSense.

1. Click on Add Note


This button can be found on the same page as the employee's notes. To find it, just follow the steps for viewing an employee's notes.

Click on Add Note


2. Here you can add a custom note


Here you can add a custom note


3. Don't forget to save


Don't forget to save


Deleting Employee Notes


Eventually most notes will need to be deleted, follow the steps below to delete employee notes in TeamSense.


1. Choose the note you would like to delete


Choose the note you would like to delete


2. Click on Delete note


Click on Delete note


3. Click on Delete to finish


Click on Delete to finish


Manage Employee Notifications


Employee notification settings are how you can control which notifications are sent to which employees. Follow the steps below to easily set or update an employees notifications.


1. Navigate to the Employees tab


Navigate to the Employees tab


2. Choose the employee with the notifications you would like to change


Choose the employee with the notifications you would like to change


3. Click on Notifications


Click on Notifications


4a. You can set their personal notifications in this top section


In the top section, you have the ability to set the employee to receive notifications for:

  • Their entire company: This would give the employee notifications for every employee within the company.
  • Their entire division: This would give the employee notifications for every employee within a certain division or site.
  • Their direct reports and any subsidiary reports: This would include notifications from everyone that employee manages, as well as everyone that is managed down the chain-of-command below them.
  • All direct reports: This would include only notifications from those who report directly to them.
  • none: This would make it to where no notifications are received by the employee.

You can set their personal notifications in this top section


4b. In this bottom section, you can set the employee to watch another manager's direct reports


In the bottom section, you can have notifications sent to the employee anytime another manager's direct reports change. This is really useful if you want one manager to oversee another's if they are out. This would mean:

  • The employee would receive the notifications set in 5a
  • The employee would receive all notifications set for the employee they are "watching"

In this bottom section, you can set the employee to watch another manager's direct reports


6. Don't forget to save


Don't forget to save

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Tip: If you have any trouble setting or managing employee details, reach out to TeamSense Support at Support@TeamSense.com.