Employee Maintenance: Notes
Use of the Employee Notes tab is optional.
Data stored here is informational only.
It does not have any effect on payroll processing.
The Notes Tab is divided into three Sub Tabs:
Basic Info, Note Text and Documents.
The Basic Info Sub Tab is used to record the note.
Use of the Note Text and Documents Sun Tabs is optional.
They are used to provide additional information about the Note, if needed.
Before using this tab, the company must be setup with Note Categories and Note Types.
Note Categories and Note Types are housed and setup on the Misc tab in Company Setup.
For instructions regarding the setup of company level Note Categories and Note Types,
click here.
Adding Notes to an Employee
To add a Note to an employee, click the New (*) button.
The " Select Note Code" Box is displayed. The Drop List in the box is set to the first entry in the Note Code table found under the Misc Table under Company Maintenance.
Select the appropriate entry from the Drop List and click OK.
The cursor is moved to the Code Field on the Basic Info Sub Tab. You can select a new code from the Drop List if necessary.
If company level Note categories are setup, use the Drop List and select the appropriate Category from the Drop List.
If there are no company level Note Categories, the drop list is empty, and the field cannot be populated.
If company level Note Categories are added after the Notes is added, you can then add a Category to an existing Note.
Basic Info Sub Tab
| Field Name | Information |
|---|---|
| Code | The Note Code for this Note. Select the appropriate code from the Drop List. |
| Category | If used, select the appropriate Category to further define this note. |
| Description | Free form text field to provide additional information regarding this note. |
| Effective Date | System default is today's date. Change as appropriate. |
Next Date : a follow-up date for the item/event specified in this note.
Status : Use the Drop List to assign a status to this note (if necessary).
Note Text Sub Tab
Use the free form Note Text Box to enter additional information about the note. There are no text formatting options included on this sub tab.
Documents Sub Tab
Use this sub tab to attach documents to the note.
To attach a document to the note, click the New (*) button.
A search box will open.
Navigate to the folder containing the document file to attach.
Select the file, then select Open.
A new line is added to the grid on the Documents Sub Tab.
| Field Name | Information |
|---|---|
| Code | The Note Code followed by a 1 (one). Subsequent notes are saved as Code-2, Code-3, etc. |
| Notes | An additional field for storing free-form notes regarding the Note. |
| Load/Update | Use this option to replace an already attached document with a more recent version. Use the search box to find the new version. Select then click Open. |
| View | Use this button to view the currently attached document. |
Additional Information
Use the Delete (X) Button to remove existing Notes.
To confirm the delete, select Yes in the ReadyPay Payroll box.
The New version (Calendar Icon) button is disabled on this tab.
There are no Report Writer options for reporting on Employee Level Notes.