Adding documents and notes to employee records

As a manager, you can add documents and notes about employees to their records. This helps you keep track of certifications, doctor's notes, scanned contracts and other important information.

Notes are simple text records, entered directly into their record. Documents are files that you upload and attach, in formats such as pdf or Microsoft Word, which can be marked as sensitive to control who can see them.

Adding or editing a document on an employee record

1. Go to Management > Employees.
2. Click Edit

   

   to select the employee, and go to the Documents and Notes tab.
3. To add a new document, click Add employee document

   

   at the top-right of the Employee documents table, or click Edit 

   

   in the Actions column to update an existing one.
4. Enter a Title and Subject to display in MYOB Advanced Workforce Management.
5. Click Browse, and browse to the file you want to upload. It will show in the Document field.
6. Use the Select the type of document drop-down to determine who can access the document:
   
   • Sensitive – Can only be seen by users with Manager, Manager with Payroll, and Administrator permission. The employee themselves cannot see the document.
   • Default – Can be seen by users with Manager with Finance and Hiring Manager permission, in addition to those that can see sensitive information.
   For Managing permission groups, the Create and update employees permission gives access add and view sensitive documents.

Adding or editing a note on an employee record

1. Go to Management > Employees.
2. Click Edit

   

   to select the employee, and go to the Documents and Notes tab.
3. To add a new note, click Add note

   

   at the top-right of the Employee notes list, or click Edit

   

   in the Actions column to update an existing one.
4. Enter a Title, a Subject, and the content of the note.
5. Click Save to add the note to the employee record.