Purpose: Notes can be added to Employee records to track administrative information. This help guide will show you how to add and edit notes on an employee’s record.
If you are using BambooHR, you will want to add notes directly on the employee's profile in BambooHR.
You can keep track of important information that needs to be noted on the employee’s record. To do so, navigate to the Note tab on the employee’s record. Then select “Add Note.”
- Type the text for the note in the Note box.
- Select the Note Date.
- Finally, choose to Save your employee note.
You can also choose to edit notes. Once a note has been edited, the Modified Date will update to reflect the date of the last modification.