Adding notes

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

Some Comp review columns require notes for values entered by Compensation Managers or HRBPs, either always or only when the value is outside the guidelines. When you hover over such a cell, a message tells you when a note is needed.

When you enter a value that requires a note, the Add note (required) drawer opens. It shows the value you entered and, where relevant, the minimum and maximum guidelines. To keep the value, enter a justification in the Note field and click Save.

If you click Discard changes, a confirmation message reminds you that a note is required. If you confirm, the value returns to its previous state.