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Adding Notes to an Employee Page

How to record important details about employee interactions.

K
Written by Kevin Sun

Notes help you remember personal details and improve future communications with your employees.

Steps

  1. On the employee's profile, click Write your note here...

  2. Type your note.

  3. (Optional) Click the paperclip icon to attach a file. You can attach images, PDF, CSV, and Excel files up to 10MB.

  4. Select Add note.

  5. (Optional) Check "Mark important" to display the note for other leaders in your organization.

    • A separate Public note checkbox controls whether the note is visible to others. A note's default visibility follows your organization's setting.

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