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Using Smart Notes

How to view and use Smart Notes in MyHR

Contents

Overview

Step-by-step instructions

How to add notes to an employee's profile

How to find a smart note on a person's profile  

FAQs and troubleshooting

How do I delete a smart note?

Support options

Overview

Smart Notes provide a quick way to make file notes about employees, e.g. a person's achievements or actions (positive or negative).

Notes help build an accurate picture of a person's performance, enriching conversations with employees and providing an objective basis for performance management or disciplinary action.

Notes can be added against an employee's profile. These are not visible to the employee, however may be disclosed if requested under the Privacy Act. Ensure that all notes are factual, professional, and worded in such a way you would be comfortable with the employee reading them.

The notes are visible to any manager who has been granted the Add Notes permissions and access to the department that the employee is in.

Step-by-step instructions

How to add notes

There are two ways you can add and access Smart Notes in MyHR:

Adding a Note from the Launchpad
  1. Login to MyHR - you will land on the Home page.
  2. Select Add on the right side of the screen, and then select Note from the drop down menu. 
  3. Search for the person's name in the Search people... drop down field, then select Next. 
  4. Type the comments you want to make, the note type (positive, negative or general), and add any relevant tags (tags are customisable for your organisation's needs).
  5.  Select Save.
Tip: Provide as much detail as possible


Adding a note from the person's profile
  1. Login to MyHR - you will land on the Home page.
  2. Either use the search feature at the top of the screen. Enter the employee's name + notes.
  3. Or go to People and select the employee's name from the list. Select the Notes tab. Select + Add Note.
  4. Type the comments you want to make, the note type (positive, negative or general), and add any relevant tags (tags are customisable for your organisation's needs).
  5.  Select Save.

How to find a person's Smart Notes

  1. Login to MyHR - you will land on the Home page.
  2. Either use the search feature at the top of the screen. Enter the employee's name + [notes].
  3. Or go to People and select the employee's name from the list. Select the Notes tab.

You can view the Notes held on a person's profile here. The notes are referenced with who made the note and when.

  • Notes can be filtered by type, date, who entered the note, and tags.
  • Notes can also be exported to PDF by selecting the appropriate notes and clicking on Print selected.  


FAQs and troubleshooting

Can I delete a note?

If you have added a note by accident and need it to be deleted, please contact the MyHR team via the chat button.

 

Support Options

If you need more help, our HR teams are always here for you!

If you have questions, message the MyHR team via the Ask Us chat feature or call us on:
NZ - 0800 69 47 69 (0800 MY HR NZ) or +64 9 887 3345
AU - 02 7908 2240
CA - 1 855 694 7224