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 with our Essentials, Plus, and Enterprise plans.
- Sign in to your Homebase account.
- Select the Team tab in the top navigation bar.
- Click on an employee’s name to access their profile.
- Select the Notes tab.
- If applicable, choose the location for which you’d like to add notes.
- Type in any notes that you have for the employee and click Add.
- The note will be recorded with the time and date.
- In the future, to edit a note click the pencil icon. To delete a note, click the trash icon.