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How to edit or delete a note?

This article explains how to edit or delete notes related to an employee.

Notes serve as personalized messages or reminders for employees. You can view these notes in the employee's profile. To access the details, simply click on the "Notes" link located in the left panel of the profile page.

To edit a note,

  1. Go to the Notes link on the Employee profile page.
  2. Click the Note record to be edited. The note details are shown.
  3. Click the Edit button on the top. Make changes as required and click Save.

 

To delete a note,

  1. Select the note to be deleted from the list of notes. You can select up to 100 notes at once to be deleted.
  2. Click the Actions button on top and select Delete Notes.
  3. Alternatively, you can click the Trash icon located next to the specific note you wish to delete.

 

Please note that you will need to have the correct permissions to edit or delete notes.