1. Employee Management
  2. Employees
  3. Employee Information Management
  4. Adding an Employee
  5. Entering Communication Information on the Employee Record

Entering Communication Information on the Employee Record

Communication information includes files and notes that you want to maintain for an employee.

To enter communication information on the employee record:

  1. Go to Lists > Employees > Employees.

  2. Beside an employee, click Edit.

  3. Click the Communication subtab.

  4. To attach a file to the employee record, click the Files subtab, and then do one of the following:

    • To attach a file from the File Cabinet, from the Attach Existing Files list, click List. Select a file to attach.

    • To attach a new file, click New File. For more information, see Uploading Files to the File Cabinet.

  5. To enter notes about the employee or about the record, click the User Notes subtab, and then click New Note.

    Important:

    Because a contact record is created for each employee, these notes also appear on the corresponding contact record. You can prevent specific user roles from viewing notes on contact records that refer to the employee record. The role must have Self Only or Self and Subordinates Only selected in the Employee Restrictions field. Go to Setup > Users/Roles > Manage Roles to set this field.

  6. When you are finished, click Save.

Related Topics

General Notices