Adding a journal entry to an employee profile

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:

Important

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

Related topics

Managing people records

To add a note to an employee profile

Open the People console.
Search for an existing people record, or create a new people record.
In the Journal section on the Request Details tab, click Note.
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.
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.

Open the People console.
Search for an existing people record, or create a new people record.
In the Journal section on the Request Details tab, click Document.
In the Document Library pop-up dialog, search for a document.
Select a document from the Search Results list, and click Select Reference.
Click Save & Close.
The selected document reference is saved in the Journal entries list.