Users may want to leave a private note about a direct report / colleague to be used as information for a later review.
You have the option to add private notes to user profiles. In order to do this, you can either search for the user in the search bar on the top left or navigate to 'Company' > 'Employees' > View Employee Profile.
You can use this notepad to document:
- Important topics from 1:1s and daily conversations
- Career goals, aspirations, future outlooks, challenges, expectations
- Personal Milestones or information such as Birthdays, Anniversaries
- Other relevant information.
When you're inputting new information into this notepad from other modules (for example, during a meeting using the Meetings module), you will see all the past private notes that have been entered into the notepad. Simply add the new information to the note, alongside the existing information, and once saved, it will all be stored directly onto the user's profile in the Leapsome platform.
These notes can also be accessed directly in your 1:1s with this employee under "My private notes on user's name"
You can find any private notes you've left about someone by searching their name in the search bar in the bottom left corner of the screen.
Please note: If you have older private notes that were originally left in the 'Instant Feedback' module, you can still find these notes in the tab 'Instant Feedback' by using the filter 'Quick-Filter' > 'Your private notes' or 'Type' > 'Private Note' in the Instant Feedback module. However, any new private notes that were written in the user's profiles will not be visible in the 'Instant Feedback' module - these will be visible in the respective user's profile.