8.4 Adding a Note

For the Employee menu to be visible, the Edit Employee dialog or the New Employee dialog must be open. Select Employee from the Payroll menu to call up the Employee window. Select New from the File menu or type in the keyboad command equivalent, <cmd-N>, to call up the New Employee dialog. Alternately, double-click on an employee information line in the Employee window to call up the Edit Employee dialog.

Select Add Note... from the Employee menu to call up the Employee Note dialog. The purpose of the Add Note command is to append an employee record with a short note or message, recorded with the date.

(Employee Note Dialog Image)
Figure 8.4.1 -- Employee Note Dialog

Fill out the Employee Note Dialog as follows:

a) Date- type in the current date or the date of the subject material.

b) Employee- click on this field to select the employee that the note concerns.

c) Note- type in the body of the note.

Click 'OK' once the Note is filled out to append it to the employee record. Click 'Cancel' to discard the note.