View and Edit Notes in HR Incidents

HR Administration Guide

Version
R2025.1.1
View and Edit Notes in HR Incidents

To view or edit posted notes:

  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. Expanded details of an HR incident record with the View Notes link highlighted.
  4. The Notes slide-out panel opens.
  5. Click Edit under the note that you want to update to make the text field editable.
  6. Make changes to the note. You can only edit notes that you post. You can't edit those posted by other users.
  7. Click Update.
  8. Click the collapse icon to close the Notes slide-out panel.
  9. Click Save.