MDP - Employee - Adding or Updating Notes

This article explains how to add, update, view, and delete notes in an employee's record. You can use the Notes section to store relevant information and format note content using basic text formatting and hyperlinks.

Quick Navigation

Accessing the Notes Section

Accessing the Notes Section

Navigate to the dashboard by clicking on the logo. This will take you to the Company List page.
Find the company and click the People icon in the corresponding row. This will open a screen displaying a list of employees.
Locate the employee you wish to edit and click on the Edit icon on the corresponding row.
In the Notes section, you will have two options based on the initial setup
1. Add: If no notes were configured, you will see the + Add option. Follow the steps outlined in the Add Notes section to set up the notes.
2. Add/View Notes: If the notes are already present, click + Add/View Note to update the note details.

Adding Notes

To add a note to an employee's record:

On the employee details page, locate the Notes section.
In the Notes section, click the + Add button. A slider will open with the text editor.
Enter the note in the editor. Each note can contain up to 2,000 characters.
Use the available formatting options or insert hyperlinks if required.
Click + Create Note to save the note.

Note: Click Reset to clear the text you have entered before saving.

Formatting Options

The notes editor supports basic text formatting, including:

Bold – to emphasise important information.
Italic – to distinguish specific words or phrases.
Underline – to highlight selected text.

Select the relevant text and apply the required formatting option.

Adding or Removing Hyperlinks

You can insert hyperlinks into a note to direct users to relevant websites or online resources.

To add a hyperlink:

Select the text you want to use as the link.
Click the Link icon.
Enter the website address and link title, and choose whether the link should open in a new window.
Click Insert to add the hyperlink.

To remove a hyperlink:

Select the linked text and click the Unlink icon. This option is available when the selected text contains a hyperlink.

Updating Notes

You can edit an existing note whenever its information needs to be updated.

On the employee details page, locate the Notes section.
In the Notes section, click the + Add/View Note button. A slider will open, displaying the previously added notes.
Locate the note you want to update and click its Edit icon.
The selected note's existing content will appear in the editor.
Make the required changes and click Update to save them.
Note: Click Reset to reload the previously saved content and discard your unsaved edits. Use the Close icon to exit the slider. Check that you have saved any changes you want to keep before closing

Viewing Notes

To view a note without editing its content:

On the employee details page, locate the Notes section.
In the Notes section, click + Add/View Note to open the slider containing the existing notes.
Find the note you want to view and click its View icon.
The note content will appear in a pop-up window.
If the note contains a hyperlink, click the linked text to open the associated web address.
Click the Close icon to close the preview.

Deleting Notes

To delete a note from an employee's record:

On the employee details page, locate the Notes section.
In the Notes section, click + Add/View Note to open the slider displaying the existing notes.
Locate the note you want to remove and click its Delete icon.
In the confirmation pop-up, click Proceed to confirm the deletion.