Add Notes About Your Colleagues

If your organization has enabled employee-to-employee notes, you can create notes about your colleagues throughout the year—not just during the performance review process.

Taking notes after working with a colleague helps capture timely feedback and provides valuable context that can be referenced during future evaluations.

Note: This feature is only available if your site administrator has enabled employee-to-employee notes. Learn more here!

From your home page, go to Notes, then select New Note. From there, you can select to add a Note on others in the company.

This is especially useful if you've recently interacted with the employee you want to document.

You can also attach files (such as screenshots or deliverables) and can notate if you want the note to be visible to the employee or not.  Only the manager and site admin can view the note if you set it as private.

Once you are done, be sure to click on Create Note!

Your note is saved and will be available for future performance discussions and reviews.