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.