Adding Person Profile Notes

    

Person Profile Notes lets administrators keep private notes on each team member’s profile. This helps you organise important details, like rehire status or work anniversaries, all in one secure place.

This guide covers:

  • Finding the Notes section on a person’s profile
  • Adding a new note by clicking the add icon
  • Creating a title and entering note details
  • Saving your note for future reference

You’ll always have key information at your fingertips, making it easier to manage your team with confidence.

💡 Power User Insight: Only administrators can see and add person profile notes, so sensitive information stays private. Keeping notes up to date means you can quickly review a person’s history whenever needed, streamlining your workflow.