--- title: How to Use Performance Notes description: Performance Notes let administrators record and track observations about an employee's performance directly on their profile. Use them to document feedback, assign follow-ups, attach supporting files, and build an ongoing performance history. --- [Skip to content](https://help.jointimecloud.com/how-to-use-performance-notes#main-content) [Contact us](https://help.jointimecloud.com/kb-tickets/new?hsLang=en) [![Timecloud-Logo-600-2](https://help.jointimecloud.com/hs-fs/hubfs/Timecloud-Logo-600-2.png?width=200&height=40&name=Timecloud-Logo-600-2.png)](https://help.jointimecloud.com/?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.jointimecloud.com/kb-tickets/new) - [Go to app.jointimecloud.com](https://app.jointimecloud.com/) [Go to app.jointimecloud.com](https://app.jointimecloud.com/) Got questions? Ask away - There are no suggestions because the search field is empty. 1. [Service Portal](https://help.jointimecloud.com/?hsLang=en) 2. [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en) # How to Use Performance Notes ## Performance Notes let administrators record and track observations about an employee's performance directly on their profile. Use them to document feedback, assign follow-ups, attach supporting files, and build an ongoing performance history. **Who Can Access Performance Notes** - **Admins only** — employees cannot see performance notes recorded about them. - The **Performance Notes** tab appears on employee profiles when: - The **Performance Management** module is enabled for your company, **and** - Your role has the **HR - Employee Profile - Performance Notes** permission enabled under **Feature Access**. - **Company Admins** can view, create, edit, and delete any note. - **Sub-Admins** can view and create notes, but can only edit or delete notes they authored themselves. --- **Finding the Performance Notes Tab** - Go to **Employees** from the main menu. - Select an employee from the list. - Click the **Performance Notes** tab in the profile tab bar. --- **Creating a Performance Note** - Click the **New Entry** button in the top-right corner of the tab. - Fill in the form: - **Title** — a short summary of the note (up to 200 characters). - **Note** — the full details of the observation (up to 5,000 characters). - **Assign admin(s)** — optionally pick one or more admins to follow up on this note. Only admins who have Performance Notes access and can view this employee will appear in the list. - **Confidential** toggle — when turned on, the note is only visible to you, assigned admins, and Company Admins. Other Sub-Admins will not see it, even if they have Performance Notes access. - **Attachments** — attach supporting documents by clicking the upload area or dragging files onto it. Up to 10 files per note, 25 MB each, using standard HR document types (e.g. PDF, Word, images). - **Title** and **Note** are required. A character counter appears below each field. - Click **Create** to save. Files are uploaded automatically before the note is saved. The new note appears at the top of the list. --- **Viewing Performance Notes** - Notes are listed newest first, displayed as expandable cards. - Each card shows: - **Lock icon** — appears on confidential notes. - **Title** — the note headline. - **Author name** — the admin who created the note. - **Date** — when the note was created. - **Comment badge** — shows the number of comments (if any). - **Edited label** — appears if the note title or body has been modified after creation. - **Assignee chips** — names of any admins assigned to this note. - **Attachments** — listed below the note body, each with a **Download** button. Files being scanned show a "Scanning" label; files that failed scanning show "Unavailable". - Click a card to expand it and see the full note body, assignees, attachments, and comment thread. - Only one card can be expanded at a time. --- **Filtering Performance Notes** ### **Search** - Use the **Search Performance Notes** field in the top-right of the tab. - Search filters notes by title. - Results update automatically as you type (with a short delay). - Searching resets the list back to page 1. ### **Assigned to Me** - Toggle **Assigned to me** in the top-right to show only notes where you are listed as an assignee. - Combine with the search field to narrow results further. --- **Editing a Performance Note** - Expand the note you want to edit. - Click the **three-dot menu** (⋮) on the note card. - Select **Edit**. - You can update: - **Title** and **Note** content. - **Assignees** — add or remove assigned admins. - **Confidential** toggle — turn confidentiality on or off. - **Attachments** — add new files or remove existing ones by clicking the **X** next to a file. - Click **Save** to apply changes. An "edited" label appears if the title or note body was changed. - If you close the form with unsaved changes, you will be asked to confirm. **Note:** Sub-Admins can only edit notes they created. Company Admins can edit any note. --- **Deleting a Performance Note** - Click the **three-dot menu** (⋮) on the note card. - Select **Delete**. - Confirm the deletion in the dialog. This action cannot be undone. - Any attachments on the note are also removed. **Note:** Sub-Admins can only delete notes they created. Company Admins can delete any note. --- Using Comments Each performance note has its own comment thread, visible when the card is expanded. ### **Adding a Comment** - Expand the note to reveal the **Comments** section. - Type your comment in the text box at the top of the thread. - Press **Submit** (or the send button) to post. - Your comment appears at the top of the thread. The comment badge on the card updates automatically. ### **Deleting a Comment** - Find your comment in the thread. - Click the **delete icon** next to your comment. - The comment is removed and the badge count updates. - You can only delete comments you authored. ### **Loading More Comments** - If there are more comments than fit on the page, a **Load more comments** button appears at the bottom of the thread. - Click it to load the next batch. --- **Confidential Notes** - Mark a note as **Confidential** using the toggle in the create or edit form. - Confidential notes are visible only to: - The **author** of the note. - Any **assigned admins** on the note. - **Company Admins**. - Other Sub-Admins with Performance Notes access will not see confidential notes in the list. - A **lock icon** appears next to the title on confidential note cards. - You can change the confidential setting at any time by editing the note. --- **Attachments** - Add files when creating or editing a note using the upload area at the bottom of the form. - **Click to select files** or **drag and drop** them onto the upload area. - Up to **10 files** per note, each up to **25 MB**. Accepted file types follow standard HR document formats (PDF, Word, Excel, images, etc.). - Uploaded files are automatically scanned for security. While scanning is in progress, the file shows a **Scanning** label and cannot be downloaded. - Once scanning completes, click the **Download** button next to any attachment to save it. - To remove an attachment, edit the note and click the **X** next to the file you want to remove, then save. --- **Archived Employees** - When viewing the profile of an **archived employee**, performance notes become **read-only**. - The **New Entry** button is hidden. - Existing notes can still be viewed and expanded, but cannot be edited, deleted, or commented on. --- **Pagination** - When an employee has many notes, a paginator appears below the list. - Choose how many notes to display per page: **10**, **20**, or **50**. - Use the navigation arrows to move between pages. --- **Good to Know** - Performance Notes are **not visible to employees** — only administrators with the correct permission can see them. - Each note records who created it, so there is a clear audit trail. - The comment thread on each note lets multiple admins collaborate on feedback. - Use the **Assigned to me** toggle to quickly find notes you need to follow up on. - **Confidential** notes help you keep sensitive observations private, shared only with the people who need to see them. - Attachments are scanned for security before they become available for download. - If the Performance Management module or the Performance Notes permission is not enabled, the tab will not appear on employee profiles. - Notes are tied to individual employees — navigate to the employee's profile to see their notes. - [Account & Security](https://help.jointimecloud.com/account-security?hsLang=en) - [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) - [Award Interpretation](https://help.jointimecloud.com/award-interpretation?hsLang=en) - [Biometric Scanners](https://help.jointimecloud.com/biometric-scanners?hsLang=en) - [Employees](https://help.jointimecloud.com/employees?hsLang=en) - [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) - [Geofencing](https://help.jointimecloud.com/geofencing?hsLang=en) - [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en#main-content) - [Organisation View](https://help.jointimecloud.com/human-resources?hsLang=en#organisation-view) - [Integrations](https://help.jointimecloud.com/integrations?hsLang=en) - [Job Tracking](https://help.jointimecloud.com/job-tracking?hsLang=en) - [Leave Management](https://help.jointimecloud.com/leave-management?hsLang=en) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#main-content) - [Kiosk](https://help.jointimecloud.com/mobile-app?hsLang=en#kiosk) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#mobile-app) - [Payroll](https://help.jointimecloud.com/payroll?hsLang=en#main-content) - [Xero](https://help.jointimecloud.com/payroll?hsLang=en#xero) - [iPayroll](https://help.jointimecloud.com/payroll?hsLang=en#ipayroll) - [MYOB](https://help.jointimecloud.com/payroll?hsLang=en#myob) - [Smartly](https://help.jointimecloud.com/payroll?hsLang=en#smartly) - [Reporting](https://help.jointimecloud.com/reporting?hsLang=en) - [Roster](https://help.jointimecloud.com/roster?hsLang=en) - [Settings](https://help.jointimecloud.com/settings?hsLang=en) - [Shifts](https://help.jointimecloud.com/shifts?hsLang=en) - [Time Clock](https://help.jointimecloud.com/time-clock?hsLang=en) - [Dashboard](https://help.jointimecloud.com/dashboard?hsLang=en) Service Desk Copyright © 2025, Timecloud Ltd