(7.3) Creating New Notes Template
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.
After creating the notes template as you required, click "Save" button.
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