Add an employee note

Follow this guide to add a note to an employee record in Humanforce WFM – Core HR.

This feature requires an active licence for Humanforce WFM – Core HR and must be enabled in Nav Manager.

Steps

1. Go to Core HR > Employee Notes.
2. In the top-right corner, click + Add a new Note.
3. In Employee, click … to search, then select the correct employee.
4. In Details, type the content of the note.
5. (Optional) Select the Attachments tab, then click Add Attachment to upload supporting files.
6. Click Add to save the note.

The new note appears in the Employee Notes grid with the current date/time and your name in the Created By column.

Additional information

• You can also access this feature via Employee Management > Employee Profile > Employee Notes.

  

• Access is controlled via Access Levels > Online > View HRIS > View Employee Notes. 
  Optional permissions include:
  • Add, Edit, Delete, View (about self or others)
  • Add/View/Edit/Delete Attachments
  • Purge-delete Attachments
  • View below/same/above my auth level