Working with the Notes feature

The Notes feature improves collaboration and communication, and provides detailed documentation during compensation reviews.

Worker-level notes

Worker-level notes are enabled by default for all workers in the Comp review table. They allow Compensation Managers and HRBPs to record observations or special considerations related to individual workers, as illustrated in the following image:

Worker-level notes

To add a note, proceed as follows:

1. Select the worker you want to add a note to and click the note icon in the relevant row of the Notes column. A drawer will open on the right side of the screen with the Notes tab preselected.

2. Click the Add note button in the upper-right corner of the drawer.

3. Select the Fields from the drop-down list if you want to connect the note to any available field.

4. Enter a note in the Note field.

5. Click Save to save your note. Your note will be visible in the Notes tab.

You can edit or delete the note by clicking the icon in this tab and selecting the relevant option.

Required notes for compensation elements

As an administrator, you can also require managers to add a note when they enter a value in specific columns, either always or only when the value is outside the guidelines. For more information, see Step 6 – Team planner view in Creating a compensation round.