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Record an observation / create a note

With the observations feature you can keep personal notes about your employees, for example impressions from day-to-day work, notes from conversations, or reminders for later feedback rounds. These notes are visible only to you and can’t be seen by anyone else.

Open your observations

The observations feature lives in the Notes tab on your profile page:

  1. In the left navigation, click Profile
  2. Select the Notes tab
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Profile page with the "Notes" tab

You now see an overview of all your notes so far. Each note shows the assigned recipient, the title, and the creation date.

Create a note

To create a new observation:

  1. Click the Add note button at the top right of the observation page
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Overview of observations with the "Add note" button
  1. In the For: field, select an employee. Type part of the name and pick the person you want from the suggestion list. This field is required. The selected person gets no access to your note.
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The "Add note" form with the "For:" field
  1. In the Title: field you can optionally enter a short subject for the note
  2. Enter the content of your observation in the large text field
  3. Click Save
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Completed form with a title and note text

After you save, the note is confirmed as created and you’re taken back to the overview.

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Confirmation after saving

Create a note from an employee’s profile

You can also create a note directly from an employee’s profile. In that case the recipient is filled in automatically:

  1. Open the profile of the employee you want (for example via the Team tab on your profile page)
  2. Switch to the Notes tab
  3. Click Add note

The For: field is already prefilled with the employee’s name. Add a title and note text as usual, then click Save.

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Creating a note from an employee's profile