Add a Confidential Note to an Employee’s File

October 9, 2019

Notes added to employee files are confidential and viewable only by higher-level managers, admins, and account owners. To add a note to an employee’s file:

  1. Click the “Action Menu (three vertical dots)” associated with the correct employee.
  2. Click “Add Note”.
  3. Choose a category for the note, add a title, and type additional details in the available box.
  4. Click “Add Note”.

That’s it! The note will be visible only to employees who are given a higher level of access than the employee who was assigned the note.

Friendly Disclaimer: This information is general in nature and is not intended to provide legal advice or replace individual guidance about a specific issue with an attorney or HR expert. The information on this page is general human resources guidance that is believed to be current as of the date of publication. Note that CEDR is not a law firm, and as the law is always changing, you should consult with a qualified attorney or HR expert who is familiar with all of the facts of your situation before making a decision about any human resources or employment law matter.