(7.3) Creating New Notes Template

There are 6 Data Types that you can create.

1.Default Example

2.Check Box Example

3.Multi Select List Example

4.Multi-Line Text Input Example

5.Single Select List Example

6.Radio Group Example

Display Checkbox

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

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.

After saving the notes template with the selected employees, you can check in the Notes Tab from the Employee, Permanent, Probation menu as follows.