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Add a memo for an employee

Log a memo against an employee record.

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Written by Harry Ledger
Updated yesterday

Memos allow you to record notes against an employee’s record. You can use this functionality in whatever way best suits your organisation’s processes.

Add a memo to an employee record

To add a memo for an employee, follow these steps.

  1. Click Employees, then click Additional.

  2. Click Other, then click Memos.

  3. Click New, complete the form, then click Save.


View memo as a self service user

Once created, an employee can view their memo history in their self service menu, by following these steps.

  1. Click Additional, click My Records.

  2. Click My Memos.

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