Edition: Professional, Business, Enterprise
User-level: Director, System administrator
Previous steps: Adding a new staff member
Enter and view all staff notes entered to track phone call history, meeting details, or tasks.
What is the staff notes tab and why use it?
Create a staff note to record when you have a phone call, meeting, or task that you require to complete for the staff member. Record all staff notes in an easily accessible, central location. Staff notes can not be viewed by the staff member.
Where to view existing staff notes?
To add notes against a staff profile go to organisation drop down > Staff
Click into the staff you would like to add a note against
With Synergy HR Add-on:
Select Employee menu > Synergy HR > Notes and to-dos
Without Synergy HR Add-on:
Select Employee menu > Personal > Notes and to-dos
How to create a staff notes
To add notes against a staff profile go to organisation menu > Staff
Click into the staff you would like to add a note against
With Synergy HR Add-on:
Select Employee menu > Synergy HR > Notes and to-dos
Select 'Add' in the top right hand corner
Without Synergy HR Add-on:
Select Employee menu > Personal > Notes and to-dos
Select 'Add' in top right hand corner
How to delete staff notes.
The deletion of a note can be completed by the creator of the note. Delete a note by:
Navigate to Staff notes for a staff member.
Click the pencil on the right hand side of the note > Delete.
The list will refresh and the note will be removed.
Search and filter the list
Search
When a large number of items exist, use the search or filter options to limit the number of rows shown in the list.
Search by clicking the search button and typing the keyword into the search box. To return to see all items in the list, click the Clear button in the search bar.
Filter
Filter the list by selecting the search button.
See the available filters by clicking the word 'active'. Select a filter from the drop-down list and click the search button to apply the filter.
The filter options are:
Active - the default list filter that shows the items that can be used (seen in drop-down lists).
Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
All - see both active and inactive items in the list.
Staff Note details
Subject
This is a short summary of the note contents.
Note
This is the body of the note where you can type the note text that you want other internal staff to be able to view.
Click on the note row to open the note and view the full note text. Only the user who created the note can amend the note text.
Active
The Active box on a new note is checked by default. Active notes are shown on the organization dashboard in the notes panel, and only active notes are shown by the default filter in the organization notes list.
Change a note to inactive to hide it from the default view once the tasks are complete. Inactive notes can still be located in the notes list by using the filters.
Notify me of any changes
The Notify Me box is checked by default on any new note that you create. This ensures that you are sent a notification in Synergy when another user adds a comment. Note comments are added to record further information about the note task. Uncheck this box if you do not wish to receive any notifications about comments being added to this note.
Created by
This field contains the name of the staff member who created the note, with a Synergy profile picture for the staff member (if a profile picture is available).
The date and time that the note was created is also shown.
Comments
Type a comment on the note to record extra information about the note task. Other users add comments to a note to advise of progress on the note task, or to reply to the note creator.
Type the note text, and then either press the enter key or the save button on the comment row. On saved comment rows the person who added the comment is shown along with the date and time the comment was entered.
Where to next?
What other features does this relate to?
Staff Overview