Add Notes

Use this page to add notes to an employee's record. These notes can be viewed from the Add Notes page and from the table of employees on the main Employees page, if you so choose.

To add notes to an employee record:

• Click the Employees tab.
• Find the employee you want to add notes to in the table of employees. Click the blue text link Edit in that employee’s row.
  
• Click the blue text link Add Notes
  
• If there are any notes already in the employee record, RosterApps displays them on this page. Click the blue text link Create New Note.
  

• Enter your note in the box that pops up.
  

• Underneath the field where you enter your note, there is a check box to Show Note on Employee List. Check this box to make the note visible from the main Employees tab page when you place your mouse over the Notes blue text link (as in image below). Leave the box un-checked to make the note only visible on the Add Notes page itself. You can change this later if you want.
  

• Click OK when you are finished.

As you add notes to an employee record, RosterApps lists the notes on the Add Notes page in a table in reverse chronological order, with the most recent note listed at the top of the table. You can't delete a note once you've added it, but you can change whether or not the note shows up on the employees list.

To change whether a note appears on the employees list:

• Check or un-check the note's box in the Show on Employee List column.
• Click the Update Checked button.