Modifying Employee Note Categories

Below is the procedure for changing Note Categories:

1.  Click on the Notes button  to open the Notes List in the Employee Tab.

2.  While in the Employee tab, select the note category you wish to update.

3.  Click on the Edit button  before the Employee Note Category or on the Note Category itself to view the from below:

4.  Please note you may only change the name/description of the category  as shown below:

5.  If you are satisfied with your change, click on the Save button. To cancel, click on the Undo button.

6.  Click on the Close button  to return to the Notes List.

7.  Repeat steps 2 through 6 for all other note categories you want to update.