Set Up Personal Notes
Security:
Security Configuration
domain in System functional area.Personal notes enable workers to capture notes about other workers directly on their worker profile. You can use personal notes to engage with other workers. Only you can view and edit your own notes. There are no web services for personal notes.
Example: As a manager, you can user personal notes as reminders of information that you want to discuss with a worker during a check-in meeting. You can add a personal note to:
- Capture information about the worker's desire to develop a particular job skill, or note any other information the worker mentions.
- Prepare for the next meeting with your worker by reviewing the personal note where you recorded information that you want to revisit.
- Use a personal note to guide the conversation with your worker during a check-in to proactively suggest development opportunities or ways to address any ongoing concerns.
Because personal notes are private, you can maintain a secure log of notes to help you personalize the career coaching and support that you give to your worker.
- Set up security for theWorker Data: Personal Notesdomain in the Worker Profile and Skills functional area.We recommend that you grant permission to all employees.
- Add thePersonal Notesreport to theOvervieworPersonalprofile group on the worker profile.
You can use the
Personal Notes
report field in a custom report to view your personal notes.