{"id":10763,"date":"2023-12-07T08:32:02","date_gmt":"2023-12-07T08:32:02","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d9%84%d8%a7%d8%ad%d8%b8%d8%a9-%d9%85%d8%b1%d9%81%d9%82-%d8%a5%d9%84%d9%89-%d9%85%d9%84%d9%81-%d8%a7%d9%84%d9%85%d9%88%d8%b8%d9%81\/"},"modified":"2024-01-02T09:15:20","modified_gmt":"2024-01-02T09:15:20","slug":"adding-a-note-attachment-to-the-employee-file","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-note-attachment-to-the-employee-file\/","title":{"rendered":"Adding a Note\/ Attachment to the Employee File"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1703245687322{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Adding notes and attachments for an employee can be used to inform system users about information related to them or to keep important files associated with them. This might also be linked to certain actions that need to be executed at a specific time. <\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a Note\/ Attachment to the Employee File&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703245715866{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1703246666226{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">From the main menu, click on the <\/span><b>&#8220;Manage Employees&#8221;<\/b><span style=\"font-weight: 400;\"> dropdown under <\/span><b>&#8220;Employees&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu. Then click on the profile of the employee you want to add a note\/attachment for.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10770 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h17_40.png\" alt=\"\" width=\"1887\" height=\"713\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h17_40.png 1887w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h17_40-300x113.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h17_40-1024x387.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h17_40-768x290.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h17_40-1536x580.png 1536w\" sizes=\"auto, (max-width: 1887px) 100vw, 1887px\" \/><\/p>\n<p><span style=\"font-weight: 400;\"> Click on the <\/span><b>&#8220;Add Note\/Attachment&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10772 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h19_13.png\" alt=\"\" width=\"1361\" height=\"770\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h19_13.png 1361w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h19_13-300x170.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h19_13-1024x579.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h19_13-768x435.png 768w\" sizes=\"auto, (max-width: 1361px) 100vw, 1361px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Enter the following information:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Date:<\/b><span style=\"font-weight: 400;\"> Select the date of adding the note or attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Time:<\/b><span style=\"font-weight: 400;\"> Select the time of adding the note or attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Action Performed:<\/b><span style=\"font-weight: 400;\"> Select from the dropdown menu the action related to the note or attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Update Status to:<\/b><span style=\"font-weight: 400;\">\u00a0Select the required status from the menu.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<span style=\"font-weight: 400;\">You need to add actions and statuses, so they appear in the dropdown menu, and we will explain how to add a new action or status in this article.<\/span>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1703246701402{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Note:<\/b><span style=\"font-weight: 400;\"> Write the desired notes in the box.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Attachments:<\/b><span style=\"font-weight: 400;\"> Add the required files as an attachment to the employee&#8217;s file either by clicking on the <\/span><b>&#8220;Upload&#8221;<\/b><span style=\"font-weight: 400;\"> button or by dragging and dropping the attachment.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10774 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h20_41.png\" alt=\"\" width=\"1211\" height=\"700\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h20_41.png 1211w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h20_41-300x173.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h20_41-1024x592.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h20_41-768x444.png 768w\" sizes=\"auto, (max-width: 1211px) 100vw, 1211px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Controlling the Actions and Statuses&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703246221162{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1703246786496{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">From the dropdown menus, click on <\/span><b>&#8220;Edit Actions List&#8221;<\/b><span style=\"font-weight: 400;\"> or <\/span><b>&#8220;Edit Statuses List&#8221;<\/b><span style=\"font-weight: 400;\">. Enter the name of the action or status, along with specifying the color for each status. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then click <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10776 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h24_55.png\" alt=\"\" width=\"1686\" height=\"769\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h24_55.png 1686w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h24_55-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h24_55-1024x467.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h24_55-768x350.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h24_55-1536x701.png 1536w\" sizes=\"auto, (max-width: 1686px) 100vw, 1686px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10778 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h26_05.png\" alt=\"\" width=\"1258\" height=\"469\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h26_05.png 1258w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h26_05-300x112.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h26_05-1024x382.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h26_05-768x286.png 768w\" sizes=\"auto, (max-width: 1258px) 100vw, 1258px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To add more than one status or action, click on the <\/span><b>&#8220;Add New Status\/Action&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10780 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h28_56.png\" alt=\"\" width=\"1378\" height=\"771\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h28_56.png 1378w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h28_56-300x168.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h28_56-1024x573.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h28_56-768x430.png 768w\" sizes=\"auto, (max-width: 1378px) 100vw, 1378px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After adding the statuses and actions, a list appears from which you can choose the action and status and specify the time and date.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can write any note in the designated box. <\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10782 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h30_23.png\" alt=\"\" width=\"1241\" height=\"708\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h30_23.png 1241w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h30_23-300x171.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h30_23-1024x584.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h30_23-768x438.png 768w\" sizes=\"auto, (max-width: 1241px) 100vw, 1241px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Attachments and Tags&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703246373217{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1704186902886{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">It is sufficient to rely on written notes, and you can also upload some attachments by clicking on the <\/span><b>&#8220;Attachments&#8221;<\/b><span style=\"font-weight: 400;\"> button and uploading the desired file from your device.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Below the attachments, you can enter a tag to distinguish some notes, which helps you later for easy search and filtering.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After completing the data, click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10784 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h34_24.png\" alt=\"\" width=\"1234\" height=\"703\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h34_24.png 1234w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h34_24-300x171.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h34_24-1024x583.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-22_13h34_24-768x438.png 768w\" sizes=\"auto, (max-width: 1234px) 100vw, 1234px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Through the employee&#8217;s personal profile, you can click on the <\/span><b>&#8220;Note(s) \/ Attachment(s)&#8221;<\/b><span style=\"font-weight: 400;\"> tab to review them, showing:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"> The text of the note or attachment file. <\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The user who added the note\/attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What action is related to them, is it a phone call, for example?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11333 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2024-01-02_11h02_51-1.png\" alt=\"\" width=\"1174\" height=\"756\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2024-01-02_11h02_51-1.png 1174w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2024-01-02_11h02_51-1-300x193.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2024-01-02_11h02_51-1-1024x659.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2024-01-02_11h02_51-1-768x495.png 768w\" sizes=\"auto, (max-width: 1174px) 100vw, 1174px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on the tag related to the note, you can view all notes with the same tag, which serves as a tool for search and filtering.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2201,2197,9114],"tags":[],"class_list":["post-10763","user_manual","type-user_manual","status-publish","hentry","category-employees","category-hr","category-manage-employees"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a Note\/ Attachment to the Employee File - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-note-attachment-to-the-employee-file\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Note\/ Attachment to the Employee File - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1703245687322{margin-left: 200px !important;}&#8221;]Adding notes and attachments for an employee can be used to inform system users about information related to them or to keep important files associated with them. This might also be linked to certain actions that need to be executed at a specific time. 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