employee notes

lesley_9730541
lesley_9730541 Member Posts: 113 Reckoner Reckoner
in Reckon Payroll

Is there anywhere in the payroll program where you can add notes regarding an empoylee - for example make note of date and amount of a pay increase or change in tax threshold = there used to be one in the reckon program but it now defaults straight to the payroll program and I can't seem to find anywhere in there to add notes.

Appreciate your assistance.

Thanks

Comments

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 515 Reckon Staff Reckon Staff

    Hi @lesley_9730541

    You can always switch from Reckon Payroll to Reckon One. Please check this out - Book Switcher - Reckon Help and Support Centre

    Also, did you get a chance to check in Reckon One - Contact Centre - Employee - General - Add Notes as mentioned in the below screenshot -

    image.png

    If this is something, you are looking for. Please let us know if that helps. Thank you!

    Regards

    Tanvi

  • lesley_9730541
    lesley_9730541 Member Posts: 113 Reckoner Reckoner

    Thank you - all sorted now

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Hi @lesley_9730541

    Just a quick note (pun intended 😊) about this. We've had a report that entering notes into this area can result in the note disappearing after a random period of time.

    We've conducted some fairly extensive testing across a range of books however haven't been able to replicate this behaviour.

    Can I just ask, if you're going to use this functionality regularly, to please just sing out if you notice anything unusual happening with notes entered against an employee.

  • lesley_9730541
    lesley_9730541 Member Posts: 113 Reckoner Reckoner

    Ok, thanks Rav - I do use this quite a bit actually as easier to have all info in the one place.

    Thanks

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Hi @lesley_9730541

    Just wanted to loop back to this post to let you know we've just released an all-new Notes feature for employees in Reckon One which you may be interested in.

    Check out info on this here - Reckon One update! ✨ Add notes to employees! Pay item improvements and bug fixes!

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