View Outside of Chat

Overview: If you need to capture patient information, employee temperatures, or any other information, this can be done by requiring notes on punch-ins, outs, or both. You can also require notes when an employee makes an edit.

Instructions:

Enable Required Notes (New Employees)
​Enable Required Notes (Existing Employees)

View Notes (Web)
​View Notes (App)

1. When you add a new employee, you'll find the new "Note is Required" option. You'll be able to choose from any of the options:

You can select more than one if needed:

1. To enable required notes for existing employees, you'll want to start by clicking Employees in the top navigation and then View next to an employee's name:

2. Once in the employee profile, select the Edit button located in the top right-hand corner:

3. Scroll down to the bottom and you'll find the Note is Required option. You'll be able to choose from any of the options:

You can select more than one if needed!

4. Click Save once done.

Manager/Administrator View: Managers and Administrators can view notes directly from an employee's time card. Simply hover over to the chat bubble next to a punch. Notes can also be viewed on several of our reporting options including the Employee Detail and In/Out Activity reports:

Employee View: After the employee punches in, they will then be able to view the notes they've added on their dashboard as well as if they visit their time card.

Manager/Administrator View: Managers and Administrators can view notes directly from an employee's time card. Simply click on the "i" option next to a punch.

Employee View: After the employee punches in, they will then be able to view the notes they've added on their time card:

Q: Does the required notes feature apply to Switches?

A: No, the required notes feature does not apply to Switches.