1. MyHR Knowledge Base
  2. Performance & Issues Management
  3. Using MyHR platform for managing Performance & Misconduct

Using Smart Notes

How to view and use Smart Notes in MyHR

How to find a person's Smart Notes

  1. Login to MyHR - you will land at the Launchpad.

    Screenshot 2021-02-10 133151
  2. Click on the 'My People' tab.

    Screenshot 2021-02-18 093903
  3. Select the desired person and click on the 'Manage' tab.

    Screenshot 2021-02-17 170609
  4. All Smart Notes that have been previously saved will be displayed.
  5. You can filter notes by date, type (positive or negative), and who the note was entered by.

Can I delete a note?

Watch the training video

This short video provides an overview of how to find and use Smart Notes.

Further learning

Learn how to leave Smart Notes on an employee's file.