Employee Notes

You can keep track of changes made to an employee file and add notes to help you remember key details. This can be useful when reviewing performance history and deciding things like raises.

How it works

• All comments and changes are time stamped.
• Notes can be added from the employee form using the Comments button.
• Existing notes can be edited directly in the report window.

Adding a comment

1. Click the icon next to the employee’s name to open the employee form.
2. Click the Comments button at the bottom of the form.
3. Enter your notes in the comment box at the top.
4. Click Add Comment.

You should see something like this:

Editing existing comments

You can modify existing comments by scrolling down and editing them directly in the report window. If you edit comments this way, click Save.

If you add a new note using the comment box at the top, you can click Return, then click Save All on the main Company Data form.