Notes and to-dos

What this does

The Notes & to-dos tab is a place for facts you want to remember about an employee and tasks you must do.

Add a note

1. Open the employee and choose the Notes & to-dos tab.
2. Add the note.
3. Pin it if it must stay at the top.

Add a to-do

1. Under To-dos, choose Add a to-do.
2. Enter the To-do text and the Due date.
3. Save.

A due to-do shows "Due {date}". Past its date it shows "Overdue since {date}". When you mark it done, the list shows who did it.

On the dashboard

The dashboard card To-dos due lists to-dos due within the next two weeks. If none are due it says "Nothing due in the next two weeks."

Good to know

• Notes and to-dos stay with the employee and the company file.
• Changes show in the employee's History.
• Examples of useful to-dos: ask for a new TD1 in January, check a temporary SIN expiry, ask for a void cheque.
• The Notes box on the Employment form is a separate, single note.