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NCR Console - Adding Employee Notes

December 5, 2016

Description

With the NCR Console Employee Management module, you can add notes to an employee. A note can be anything you want, like a reminder or a record of good performance. To create a note for an employee:

  1. Log into NCR Console, go to the Labor tab and click Employees

  2. Select the employee you wish to create a note for

    User-added image

  3. Click New Note

  4. A blank note will appear in a floating window

  5. Enter text for your note

  6. Select the note date

  7. Select the type of note (e.g. General, Positive or Negative) by clicking the drop down arrow to the right of Type

  8. Click Save

    User-added image

You can view and edit exiting notes by going to the Employees section within the Labor tab.
 

  1. From the list, select the employee you wish to view or modify a note for

  2. Any notes that have been created for the employee will appear

  3. Click the note you wish to view or modify. You can also click View All for this Employee to view all notes. You can also

    User-added image

  4. Once you have selected the note you wish to view or modify, it will appear in a floating window. From this window, you can edit the note, select a different note date, change the note type or delete the note

    User-added image

  5. Click Save if you’ve made changes or the “x” at the top right corner to close the window. The Last Modified date will change if you’ve made edits to the note

File

Adding Employee Notes.pdf
Customer Support Article

NCR Console - Adding Employee Notes

  • December 5, 2016
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Summary

how to add a note to an employee record in NCR Console

Description

With the NCR Console Employee Management module, you can add notes to an employee. A note can be anything you want, like a reminder or a record of good performance. To create a note for an employee:

  1. Log into NCR Console, go to the Labor tab and click Employees

  2. Select the employee you wish to create a note for

    User-added image

  3. Click New Note

  4. A blank note will appear in a floating window

  5. Enter text for your note

  6. Select the note date

  7. Select the type of note (e.g. General, Positive or Negative) by clicking the drop down arrow to the right of Type

  8. Click Save

    User-added image

You can view and edit exiting notes by going to the Employees section within the Labor tab.
 

  1. From the list, select the employee you wish to view or modify a note for

  2. Any notes that have been created for the employee will appear

  3. Click the note you wish to view or modify. You can also click View All for this Employee to view all notes. You can also

    User-added image

  4. Once you have selected the note you wish to view or modify, it will appear in a floating window. From this window, you can edit the note, select a different note date, change the note type or delete the note

    User-added image

  5. Click Save if you’ve made changes or the “x” at the top right corner to close the window. The Last Modified date will change if you’ve made edits to the note

Article Currency

USD