Manager Notes is a key part of Macorva’s Performance Management offering, giving managers an effortless way to track and manage employee progress. Notes can include feedback on performance, progress toward goals, or observations on specific tasks.

The AI-powered creation tool automatically handles formatting and phrasing, so managers can focus on capturing meaningful input. Managers can also assign notes to individual employees or to the entire organization for items like company-wide goals.

Manager Notes make it simple for managers to create detailed performance management documents while saving time. Using the AI creation module, managers can instantly generate accurate, personalized, and actionable materials including performance reviews, feedback summaries, 1:1 agendas, OKRs, SMART goals, development plans, 9-box analyses, disciplinary notes, and PIPs. This ensures feedback and performance analysis are delivered effectively, efficiently, and objectively.

Add manager notes

• Log into your Macorva account.
• From the homepage and under the My team section, find the employee you’d like to add notes for and click Manager Notes.
• In the manager dashboard, click the dropdown arrow and select + New Note.
• A new note window will open where you can either type directly into the note field or copy and paste notes from another source. (Notes save automatically as you type. A checkmark in the lower-right confirms the save.)
• Use the formatting toolbar to add emphasis or structure to your notes. (Formatting options include: font size, style, alignment, text color with the option to insert links, line breaks, sheets or images.)
• Add as many notes as you need. You can later combine manager notes with peer, customer, and other feedback using Macorva’s AI creation tool.

Delete manager notes

• Log into your Macorva account.
• From the homepage and under the My team section, find the employee you’d like to add notes for and click Manager Notes.
• In the dropdown of the manager dashboard, select the note you want to delete and click Actions.
• In the Note Info screen, click Delete and Confirm to permanently delete the note.