Homebase allows you to create internal notes about your employees so you can keep track of your team and their progress! This feature is available starting on our Essentials plan!
Here is how to create an internal note on Homebase!
- Sign into your account at app.joinhomebase.com.
- Select the Team tab on the top purple banner.
- Click on the employee profile that you want to make notes for.
- Select the Notes tab.
- Select the drop-down menu to toggle which location to make employee notes for.
- Type in any notes that you have for the employee and select the green Add button on this page.
- To edit or delete a note on an employee’s profile, select, respectively, the pencil or trash can icon to the right of the note.