Notes help you remember personal details and improve future communications with your employees.
Steps
On the employee's profile, click Write your note here...
Type your note.
(Optional) Click the paperclip icon to attach a file. You can attach images, PDF, CSV, and Excel files up to 10MB.
(Optional) Check "Mark important" to display the note for other leaders in your organization.
A separate Share with organization checkbox controls whether the note is visible to others. A note's default visibility follows your organization's setting. Marking a note important also shares it.
Select Add note.
Who can see notes
The employee doesn't see notes in the Staff Portal. Notes aren't part of what staff see there.
Shared notes (with Share with organization checked) can be seen by anyone in your organization with a Lebra account who can view this person, such as admins, group admins, and other leaders. If the employee has their own Lebra account, they can see shared notes too.
Private notes (with Share with organization unchecked) are visible only to you.
Using notes as evidence
When you write a summative evaluation, you can attach notes from the current school year as evidence using Select Notes. The employee can read the text of any note attached to a summative evaluation when they review it, so only attach notes you're comfortable sharing.
Tip: Notes aren't a way to message an employee. To tell them something, email them or share an informal observation with them.