You can view and export all of your documented activity related to a team member.
Benefits include:
- Providing notes to HR for supplemental documentation for disciplinary action
- Printing additional records for HR files or annual reviews
- Quick way to consolidate information for transfer of information to annual review.
Steps to export notes/activity
- Access the team member profile page by searching for their name or clicking on their name from MyTeam.
- Click Activity on the left hand column.
- Click Details.
- Click export activity.
5. Filter by type of interaction or date, then click export. An excel spreadsheet will be downloaded to your computer.
Video Walkthrough