Employees


 

Edit a Note

 

Overview

This article will show you how to edit one of your existing Notes.

Important Note

When you edit a note, the updated version will override the existing note and the log will reflect the updated change. It will appear as though two (or more) versions of the note exist, but only the most recent version will be active.

Instructions

  1. Select an employee
    select_employee_in_onboarding.png
  2. Navigate to the Activity tab
    activity_tab.png
  3. Select the Note filter
    note_filter.png
  4. Click Edit next to the note (that you have written) that you want to edit
    edit_note.png
  5. Make edits inside the text box
    make_edits.png
  6. Click Save Note
    save_note.png



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