A Guide to the Employees Notes Report

⚡ Purpose

The Employee Notes Report gives you a single, company-wide view of every Employee Note added within a chosen date range, rather than checking each employee's profile individually.

The report lists the date and time each Note was created, the employee it is associated with, the Administrator who created it, and the comment itself.

📌 | Note: This report updates in real time; whatever is current in an employee's profile is reflected in the report at the time of generating, so it's available to run at any time or can be refreshed to see the latest details.

🔎 Why Use the Employee Notes Report?

Here are some common reasons teams run this report:

• Company-wide overview: Review Notes added across all employees at once, instead of opening each profile individually.
• Time-frame flexibility: Pull Notes for any date range you need, from a single day to several months.
• Easy to share or print: Print the report directly for record-keeping or to share with your team.

🔐 Access Required

The Employee Notes Report is available on all subscription plans.

Who can access the Employee Information Report?

• Super Administrators: Have full access to view, access filter options, and generate the Employee Notes Report.
• Team Administrators: Can generate the Employee Notes Report only if permission to Report Viewing Permissions: Employee Notes is granted.  If you are unable to access, please confirm your permissions with a Super Administrator.

🔐 Access Required

The Employee Information Report is available on all subscription plans.

📌 | Note: The report filter options will vary depending on your account’s subscription plan, any enabled add-ons, and location. 

Who can access the Employee Information Report?

• Super Administrators: Have full access to view, access filter options, and generate the Employee Information Report.
• Team Administrators: Can generate the Employee Information Report only if permission to Report Viewing Permissions: Employee Information is granted. If you are unable to access, please confirm your permissions with a Super Administrator.

📋 Topics covered in this article:

• Generating the Employee Notes Report
• Printing the Employee Notes Report

📚 Related articles:

• Managing Employee Notes
• A Guide to the Employee Files Report
• A Guide to the Employee Information Report
• Check out our dedicated Employee Management section to find how-to guides, FAQs, and more.

Generating the Employee Notes Report

Before generating the report, it's worth understanding what date range you want to review. This could be run monthly, quarterly, yearly, or whatever works best for your business. 

1. Click the Reports tab.
2. Under Report Type, click the drop-down menu and select Employee Notes.
3. Under Start Date, enter the start date of the date range you want to review.
4. Under End Date, input the end of the date range you want to review.
5. Click Generate.
6. The page will automatically load the report details, including the Notes created during the applied date range. 

Understanding the Employee Notes Report

Once generated, the report loads with a table containing the following information:

Use Print at the top of the report to save as a PDF or print the results to share accordingly! 

Frequently Asked Questions About the Employee Notes Report

Have questions about generating or reviewing the Employee Notes Report? This section provides quick answers to help you review Notes across your company with confidence.

Q: What information does the Employee Notes Report include?
 A: For each Note within the selected date range, the report includes the date, time, and year it was added or created, along with the employee's number and name, the Manager who added it, and the content of the Note itself. 

Q: Can I review Notes for a single employee this way, instead of the whole company? 
A: The Employee Notes Report lists Notes across your whole company for the selected date range. To review Notes for one employee at a time, open the specific profile. Refer to the Managing Employee Notes article for more information.

Additional Information

Need further help? Refer to our Getting Help & Contacting Support article for the latest support options and ways to connect with our team.