Topic: New Company Notes and Improved Employee Notes
Where: Add notes from company home page and employee home and profile pages. View these notes on the Wall.
Details: Employee notes have been improved with brokers in mind…facilitating communication with employees, HR and within your agency. You can import companies into the platform and use Employee Navigator like an agency CMR. We’ll be adding the feature to our mobile apps in the near future.
- Decide who can see your notes. Keep them private in your agency, share them with HR or post them on the employee home page.
- Easily turn a note into a conversation. Broker and HR can comment on notes creating a social experience.
- Track and consolidate important information on your clients and their employees.
- Interested in a particular note? HR and brokers can “follow” a note and keep on top of important topics.
- Attach a document to a company or employee note ($250/Agency/Year)
Read more on using notes: https://employeenavigator.zendesk.com/entries/23121632-Employee-and-Company-Notes