HRStop

How-to

Add notes and memos (admin)

Last updated December 2, 2023 · Tushar Agarwal

HRStop lets you add memos/notes against an employee. Once added, they are visible to the reporting manager as well as the admin. The employee can also view the memos/notes added for them.

Adding a memo

  1. Navigate to Control Panel → Employees → View/ Add.
  2. A new page opens, showing a list of the company’s employees.
  3. Search for the employee for whom you want to add the memo and click the edit icon in the action column.
  4. The employee’s profile opens. Click the Memo tab to add the memo.
  5. Enter the Title, Description of the memo.
  6. Click the Add details button to add the memo. You can also click Reset to remove the filled details.

Note: The Memo you add is visible to the reporting manager at Main Panel → My Team → All Memo. The reporting manager can edit the memo by clicking the edit option.

Make memos visible to employees

As an admin, you can enable the setting to make the memos visible to employees. Follow these steps:

  1. Navigate to Control Panel → Settings → Modules.
  2. Scroll down to Employees.
  3. Enable Make memos visible to employees.
  4. The memos now appear in the employee’s profile.

Note: The Memo you add is visible to employees at Main Panel → My Home → Memos.

Adding a note

  1. Navigate to Control Panel → Employees → View/ Add.
  2. A new page opens, showing a list of the company’s employees.
  3. Search for the employee for whom you want to add the note and click the edit icon in the action column.
  4. The employee’s profile opens. Click the Notes tab to add the note.
  5. Enter the Title, Description of the note.
  6. Click the Add details button to add the note. You can also click Reset to remove the filled details.

Note: A note added against an employee is visible only to the admin.