You can write notes and comments for the employees you manage. You can do this on the employee's goals page. There are different places where you can do this, depending on the purpose of the note you want to leave. In this article, we'll explain what types of notes you can write and for what purpose.
Comments on Goals
As a manager, you can write notes on your employees' goals. This allows you to provide feedback and compliments to the employee specifically related to that goal. To do this, click on the goal and write your note in the text box.
In addition to goal-specific notes, you can also write discussion points and notes on the right-hand sidebar.
Discussion Points
Under the "Discussion Points" section, you have the option to write topics you want to discuss with the employee. You can do this by clicking "+ Add Discussion Point." You can choose to share the discussion point with the employee or keep it visible only to yourself. If there are other colleagues who are also managing the employee, you can make the discussion point visible to them as well.
You'll also see topics that the employee has written themselves, if they've made them visible to you. The author of each discussion point is indicated to the right of the point. You can edit or delete a discussion point that you've written. To edit, hover your mouse over the discussion point and click the pencil icon; to delete, click the trash can icon.
If you've discussed a point with the employee, you can mark it as completed by clicking on the square to the left of the discussion point.
Conversation Notes
Under the "Conversation" section, you can write general updates or comments, often referred to as conversation notes. You can write your note in the text field and then use the visibility bar below it to indicate who can see this note. You can always edit or delete your conversation note after creating it.
Private Notes
Under the "Private Notes" section, you can keep notes about the employee that you want to keep private. Private notes are never visible to others. You can write a private note in the text field and then click 'Add' to save the note. You can edit a private note by clicking on it and, if needed, delete it by clicking the trash can icon.