The Notes slide-out panel in the Payroll > Payroll Elections screen of the People feature allows payroll administrators to view, add, edit, or delete notes that are associated with an employee's payroll elections. The process of associating a note in the Payroll Elections screen works the same as in the Notes panel of the Overview screen in People. See Employee Notes in the HR Administration Guide.
Note: Notes captured in the Overview and Payroll Elections screens are feature specific. That is, if you post a note in the Payroll Elections screen, it will not be visible in the Overview screen and vice versa.
To associate a note with an employee's payroll election:
- Go to People, open the employee profile, and click Payroll > Payroll Elections.
- Click Notes at the top of the Payroll Elections screen. The Notes slide-out panel opens.
-
- Click in the Write a note text box to see the note fields.
-
- (Optional) In the Comment field, click the upload files icon to attach files to the note.
- Enter supporting information associated with the employee's payroll election record in the following fields:
- Title: Include the payroll election name as part of the title so you can use it as keyword filter criteria in the future and identify all notes associated with a specific payroll election record.
- Comment: Specify additional comments about the payroll election.
- Associated Date: Indicate the Effective From Date of the payroll election record in the Associated Date field to use as filter criteria to identify notes related to multiple payroll elections. Doing so identifies notes that are effective at a given point in time or to a specific effective period of a single payroll election record in cases where an update to an order has been received.
- Note: If the note is related to a specific payroll election record, use the filter in the future to get a subset of notes that are related to a specific payroll election record or period of time.
- Click Post to add the note to the employee's payroll election.