(7.3) Creating New Notes Template

Click the to add new note. You will see as following:

There are 6 Data Types that you can use.

Default Example

Check Box Example

Multi Select List Example

Multi-Line Text Input Example

Single Select List Example

Radio Group Example

You will all created Notes Templates in Employee, Permanent or Probation Menu as follow:

Display Checkbox

If the checkbox is checked, you will that notes template in Employee, Permanent or Probation Menu. But if is the unchecked, it will be hidden as follow:

If you checked the "Display" checkbox back, you will be able to remove the item from hidden.

Clearance Item

Clearance item is used when an employee is resigning or being terminated. The item with clearance item checkbox checked means that item need to be claimed back by the company.

Refer to (2.4.8) Resignation and (2.4.7) Termination.

Adding Employee

If you want to add notes template to all employee check the "Apply All Employees" checkbox.

If not, search from the search box for required employee.

Click on the searched employee to add.

If added by mistake, you can delete it by clicking the icon.

After creating the notes template as you required, click "Save" button.