You can access an employee’s profile in two ways:
Go to Employees > Employee List, then click on the desired employee.
Use the search bar to find the employee profile directly.
Once in the profile, click the File Notes tab from the shortcut tab bar.
Steps to Follow
Go to Employee > Employee Profile.
The File Notes button is available to all users who have access to the employee’s profile.
In the window that opens, you can:
Add a note by entering a date and the note text.
Attach a file by clicking the paperclip icon associated with the note.
⚠️Important:
Employees don't have access to their own file notes.
It is however possible to give access to profile notes to other users. In the user access page, make sur the 'Give access to the employee profile notes' box is checked. Permission to access employee profiles must also be enabled.