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By using an employee profile journal, you can add a note, and add a document reference from the Documents library to an employee profile. 

The notes and documents attached to the people profiles can be viewed in the following places of the system:

  • In the Journal list on the Journal tab
  • In the Related Journal section on the Related Items tab.

Important

You cannot delete or modify journal entries after you create them.

To add a note to an employee profile

  1. Open the People console.
  2. Search for an existing people record, or create a new people record.

  3. In the Journal section on the Request Details tab, click Note.

  4. Enter the appropriate information in the Journal dialog box:
    1. Type a name for your note.
    2. Type some text in the body of the note.
    3. (Optional) In the Attachments section, click New to add a document as an attachment.
  5. Click Save & Close
    The note is saved in the Journal entries list.

    Note

    Selecting access type (Internal or External) for note entries in the People form is not applicable.

To attach a document to an employee profile

  1. Open the People console.
  2. Search for an existing people record, or create a new people record.

  3. In the Journal section on the Request Details tab, click Document

  4. In the Document Library pop-up dialog, search for a document. 
  5. Select a document from the Search Results list, and click Select Reference
  6. Click Save & Close.
    The selected document reference is saved in the Journal entries list.