How to transfer or copy notes to employees

Navigate to and log in:

On the homepage, select the employee who you'd like to add notes to by selecting Manager notes

Select the note you wish to delete, and select Actions:

Transferring a note

This brings up the Note info screen. Select Transfer to employee to transfer this note to the selected employee

Choose to make the note read-only or request that the employee approves the note, then select Continue

After selecting Continue, the note will be transferred to the employee.


Employee approval request will look like this:

Copying a note to all employees

Select Copy to all employees


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