Employer Notes Lookup

Purpose: The Employer Notes Lookup screen is accessed in the Employer Portal with the Notes icon in the upper right-hand side of the screen next to the Log Out icon. On this screen an Internal User can search for any notes on the Employer account for a particular category and/or a Keyword. The results list notes on the employer account and include the following headers: Category, Title, Notes Text, Created By Created Date, Modified By, and Modified Date. The results can be sorted by clicking on a column header. To open one of the notes either check the checkbox for the note and click the Open button or click the hyperlink for the Title of the note. To create a new note for the Employer account, click the New button. This opens a screen where the Internal User must fill in a Title, select a Category, and enter notes. Clicking the Save button will save the note.

Employer notes can only be viewed by internal staff members entering the Employer Portal from the Staff Portal. These are not viewable by the employer.

 

Related Links

      View and Add Employer Notes