How do I add notes to my employee list?
Add the notes section from the employee record to the employee list. You can find the employee notes section on the Notes tab in Setup New Employees and Modify Existing Employees. This option allows you to add the notes from the employee record to the employee information.
Employee List, last page
This feature is available in the 2022.11 release.
Seting up notes in the report section
The employee list report defintion in the 2022.11 release includes Notes as a report section. Follow these instructions to set up the options to include or exclude the notes section from the report.
Report sections, Notes
Do this...
1. Open Connect Payroll > Reports > Employee List.
2. In Report Sections (on the Report Options tab),
3. Scroll to the bottom of the Report Sections.
4. Now, you can set up the print, headings, detail, totals, lines, and page break options.
Adding notes to an existing employee list report defintion
The employee list report defintion in the 2022.11 release includes Notes as a report section. Follow these instructions to add the [Report].Employee notes report variable.
Do this...
1. Open Connect Payroll > Reports > Employee List.
2. Click to select the Columns tab.
3. Click Select Columns .
4. Move [Report].Employee notes to the Selected Columns list, and then click OK.
5. Set up the column properties (on the Column tab on the right side of the view).
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