Notes
Notes can be used to manually record any significant events for each employee. A Notes report is available in Report explorer | System reports | Employee reports.
Viewing and Adding Notes
- Once the employee file is open, select the Notes node on the
left.
Any existing notes are displayed on the right. - Select a note to Edit it, or click on the Add New button to create a new one by completing the following information:
| Field | Explanation |
|---|---|
| Entered | Select the relevant date. |
| Type | Select the type of note from the drop-down list or click <<Add New>> to create a new type. |
| Created User | You cannot edit this field. The system will automatically enter the name of the currently logged on user. |
| Notation | Enter details of the note to be stored. This Text Editor allows you to embed pictures, tables, bullet points, etc. within the Notes document. Hover your cursor over each button in the Text Editor to display a descriptive tip box. |
'Employee Status' Type
The status type is available to record any changes in the employee's status, such as from full to part-time employment. A Status Change report is available in Report Explorer | System Reports | Employee Report. When changing an employee's status, you may also need to check the following settings:
- Employment status
- Default pay settings
- Standard pay items
- Leave balances
- Employment conditions (if the employee is to accrue leave).