Notes

There is an option to add notes to a staff member's personnel file.  This is a blank slate that you can use as needed.  Go to the Personnel tab, search for the staff member, and click the Notes tab in the staff member's record. To add a note to the staff member, click the Add Note button.

Write your note inside the text box, and once it is completed, click the Add button.  After any changes are made to an existing note card, click the Save Changes button.  

You can also create categories for your note cards.  For example, you may want a Payroll category and Human Resources category.  Then you can use the filter to show just those categories.  That way a payroll person can narrow the notes down to just payroll categories if desired.  To add more categories, go to the Setup > Codes screen and search for "Note Categories."  To add more categories, click on the Codes button.