Notes – Raise during performance review

A new check box has been added when creating a Note within a record. When you select this check box it will trigger the note to display to the Assessor before commencing their Appraisal.

To indicate that a note should be raised during a performance review:

  1. In the Notes tab
  2. Click Add Notes
  3. Tick the ‘Raise during performance review?’ check box
  4. Enter your note 
  5. Click Save