Working with Notes feature
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 employees. They allow Compensation Managers and HRBPs to record observations or special considerations related to individual employees, as illustrated in the following image:
To add a note, proceed as folloows:
Select the worker you want to add a note to and click on the note icon in the relevant row. A Comp overview drawer will open on the right side of the screen with Notes tab preselected.
Click Add note button
Select the Field from the drop-down list, if you want to connect the note to any available field.
Enter a note in the Note field.
Click Save to save your note. Your note will be visible in the Notes tab.
You can edit or delete the note by clicking on the button and selecting the relevant option.
Notes for compensation elements
Notes for compensation elements allows users to also enable and configure notes for specific compensation elements, such as salaries or bonuses. There are two configuration options:
Required if outside of guidelines: If a compensation proposal exceeds the defined guidelines, the system prompts the user to provide a note to justify the decision.
Always required: The system enforces a note entry no matter whether the amount is within or outside the guidelines.
To add notes for compensation elements follow the instructions in the Step 5 - Team planner view from the Creating a compensation round article.