Add Notes to HR Incident Records

HR Administration Guide

Version
R2025.2.1
ft:lastEdition
2025-12-09
Add Notes to HR Incident Records

To add a note to an HR incident record:

  1. Go to People, open the employee profile, and click Employment > HR Incidents.
  2. Select the incident you want to edit and do one of the following:
    • If the record row is collapsed, click the notes icon () in the Notes column.
    • If the HR incident record details are expanded, click the View Notes link in the top right corner of the record.
  3. The Notes slide-out panel opens:
  4. Expanded details of an HR incident record with the View Notes link highlighted.
  5. Enter a note in the text field and then click Post.
  6. Click the collapse icon to close the Notes slide-out panel.
  7. Click Save.