HR Manager Employee Notepad

Use the notepad to type free-form notes. You can categorize your notes, then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge Cloud dictionary, as well as your personal and shared dictionaries, to auto-complete your text. Only operators with full HR Manager security access can view this area of the employee record.

With your HR Manager open, select the employee you want to work with at the left of the window. The photo of the employee appears at the top. If not all your records appear in the list, you can enable the Show Inactive option at the bottom of the window to see them.

Enable the Notepad option from the Panels section of the HR Manager employee record to include that portion of the record on your screen.

View Notes - All notepad entries are date stamped automatically, and listed by date, user, and category. Newer entries appear at the top of the notepad. You can use the Filter icon to view only certain types of notes.

Use the Filter - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which notepad you are working with, your favorite filters go along with you. See "History Categories Editor" for details about setting up your categories.

About the Employee Record Window - See "HR Manager Employee Records" for details about expanding, rearranging, and working with the panels of your employee records.

To add notes to the employee record, click Notepad from the Edit section of the ribbon bar. Then enter the details for this employee. When finished, click Save to save your changes and exit the editing window.

Add a New Note - Type your note in the text field at the top of the notepad window, and select a category from the drop down list. You can use the Notepad Font section of the ribbon bar, as well as standard word processing keyboard shortcuts (i.e. cut, copy, paste, bold, underline, italics) to enhance the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use. When you are finished, click Add. The date, your Edge Cloud user name, and the assigned category are inserted automatically, and the new note is added to the beginning of the notepad. (See "History Categories Editor" for details about creating your notepad category list.)

Date Stamp - When you add a note, the current date, as well as the user and category, are added to the note heading. However, before you save the note, you can click Date from the Insert section of the Notepad ribbon bar to insert the date at the cursor location.

Edit Text - You can only edit notes that have not been saved yet. After you click Add, the text of the note appears at the bottom of the window. If the note has not yet been saved, you can right-click and select Edit, then modify the note as needed.

Save - Click to Save your changes, or click Cancel to exit editing mode without changing the record.

You can copy all or part of any notepad entry, when the Notepad panel is either collapsed or expanded. Click and drag to select the text you want to copy, then right-click and select Copy. (Or press Ctrl+C on your keyboard). You can then paste the text into another text application, such as a word processing document or email message.

Expand the notepad panel first, then use the Print icon from the File ribbon bar or your Quick Access toolbar to print a copy of the employee's notes. All notes are included in the print out, even if you cannot see them all on your screen. See "Printing from Edge Cloud" for details.