Unsupported content All versions of the product has reached end of support. The documentation is available for your convenience. However, you must be logged in to access it. You will not be able to leave comments.

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:

  • 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.

Related topics

Managing-people-records

Adding-people-records

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.

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

    image2016-3-1 20:11:44.png

  2. 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.

  3. 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.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*