In order to add notes to the profile of one of your users, first, go to your company settings, scroll down to 'Users' and select the user you'd like to add notes to.
- Once you've located them, click into the 'Notes and Communication' tab (or simply 'Notes' depending on the size of your screen).
- Click 'Add new note' then create your note and ensure you hit 'Save' once completed. This will now be displayed under the 'Notes' tab for your user.
What sort of information can I store here?
These can be simple notes such as 'This employee does not have a driving license', or you can use this section to keep a record of the courses they have completed.
Can I change this later?
Yes, these details can be changed at any time.