Adding notes to staff members

Individual notes can be added to each staff member within your team in the staff module. Notes can be viewed when creating your rota, so can be useful for recording any ongoing availability preferences or restrictions.


To add a new note to an existing staff member, go into your back office & select Staff & Roles > Staff.



On the staff screen, find the staff member you would like to add notes to & click on the row.




Scroll down to the section, Staff member details. In the Notes field, you can add any notes relating to the staff member. 





Click the blue Done button to save your changes. 



You can now view your staff members notes when creating your rota by clicking on the note icon below a staff members name.




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