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      Private Notes

      Use Private Notes to create and organize information about a colleague. Private Notes can concern their personal notes, i.e. strengths, hobbies, etc., topics for future discussion or 1-on-1, etc.

      Last Updated: October 2, 2024

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      Overview

      Use private notes to create and organize information about a colleague. private notes can concern their personal notes, i.e. strengths, hobbies, etc., topics for future discussion or 1-on-1, etc.

      Private notes about a colleague can be added/edited from their profile, or within a 1-on-1 with the colleague in question. Additionally, private notes can be added from the Employee Snapshot, learn more.

      Requirements

      • Available to all users

      Private Notes Visibility

      Private notes are only visible to yourself. Admins or managers can not access your notes. 

      Additionally, if a downline employee with a private note is assigned to a new manager, the new manager can not view previous notes if they didn't create the note themselves. 

      Add & Manage Private Notes from the Employee Snapshot

      Managers can access and manage private notes about a downline employee from their Employee Snapshot. Learn more about the Employee Snapshot.

      Add a Private Note

      To add private notes from the Employee Snapshot:

      1. Enter and select the downline employee's name using the search function in the top-right to navigate to the employee's profile
      2. Click [Employee Name]'s Snapshot in the top-right
      3. Click and navigate to the Private Notes tab
      4. Click New Note
      5. Complete the Note Title and Note Text fields
      6. Click Save

      Manage a Private Note

      To edit or delete a Private Note:

      1. Enter and select the downline employee's name using the search function in the top-right to navigate to the employee's profile
      2. Click [Employee Name]'s Snapshot in the top-right
      3. Click and navigate to the Private Notes tab
      4. Click the Private Note to edit the Note Title and/or Note Text field
        • Click the Private Note's corresponding trashcan icon to delete the Private Note
      5. Click Save to finalize edits

      Add & Manage Private Notes from a 1-on-1

      Private notes can be added from within a 1-on-1. This includes a field for general notes and fields corresponding to the 1-on-1 prompts.

      Add a Private Note

      To add a private note from within a 1-on-1:

      1. Open the 1-on-1
      2. Click the ⋮ icon to expand a menu with additional options
      3. Click Notes to open the colleague's Employee Snapshot
      4. Enter notes in the different 
      5. Click Save Notes

      Manage a Private Note

      To manage a private note from within a 1-on-1:

      1. Open the 1-on-1
      2. Click the ⋮ icon to expand a menu with additional options
      3. Click Notes to open the colleague's Employee Snapshot
      4. Edit or delete the note(s)
      5. Click Save Notes