Use the Notepad to record notes about conversations and other details of significance for the employee.Only users with full access to HR Manager rights can view or access this area of the employee record.
Name your notepad tabs - Use the tab caption editor to categorize and color-code your employee notes into up to five sections (e.g., “Annual Review”, “Client Feedback”). See "Set Up Notepad Tabs" for details.
Select employee record > Notepad panel. See "View Employee Record" for details.
View data - Click a tab to view notes on different pages of the notepad.
Edit data - Select Notepad from the Edit section of the HR Manager ribbon bar.
Choose a tab - Click the notepad tab you want to work with. Your cursor will default to adding notes to the top of any existing data, but you can add and edit notes anywhere in the window.
Use editing tools - You can add emphasis and formatting to your notes with the standard word processing toolbar at the top of the notepad editor window.
Date stamp - Click Date to add a date stamp to your notes at the current cursor location.
Print notes - Click the Notepad symbol at the top left of the notepad editor window and select
Print. Only the notes from the currently selected tab will be printed.
Save - Click to Save your changes, or click Cancel to exit editing mode without changing the record.
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