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Notes

Payslip Notes

In certain circumstances, you may wish to add explanatory notes for items on an employee's payslip.

You can do this by clicking Payslip Notes next to Finalise on the employee's profile. You will then have a list of items to which you can attach a note – select the one you want, enter your note, and click Save.

You can add notes to multiple items on a payslip, but only one note per item. Any notes added will appear as footnotes at the bottom of the payslip. Payslip notes added to regular items will not carry over to subsequent periods.

Employee Notes

Employee notes allow you to record various information pertaining to the employee. This includes notes on matters such as performance, disciplinary procedures, and training, as well as general documentation such as ID documents and medical certificates.

You can add an employee note as follows:

  1. Go to the employee's profile.
  2. Click Employee Notes > Add Note.
  3. Enter the Subject and the Body.
  4. Select the Category.
  5. (optional) Upload any relevant documentation.
  6. Click Save.

You can also click View or Edit next to an existing employee note in the list. Both open the note in a pop-up; close it to return to the employee's profile.