Configuration options
Configure page options
Process visibility default settings:
Team Member | Managers | HR | Supervior | Mentor | Project Manager | Others |
---|---|---|---|---|---|---|
Checked | Checked | Checked | Not checked | Not checked | Not checked | Not used |
Others setting is ignored for Manager Notes; access to Manager Notes cannot be shared with Others.
Policy options
Option |
Description |
---|---|
Manager Notes |
Checkbox. If checked, the Manager Notes process is active and can be enabled for WX users. |
Edit Manager Notes |
Picklist. The lowest level able to create or edit a manager note. Select from:
|
Manager Notes Team Member Access |
WX only. Picklist. The level of access granted to team members through WX to manager notes. Select the picklist and choose from:
|
Manager Notes Manager Access |
WX only. Picklist. The level of access granted to managers through WX for their team members' manager notes. Select the picklist and choose from:
|
Approve Manager Notes |
Checkbox. If checked, the HR Manager is asked to approve all new manager notes and attached files submitted by a manager. An approval process for manager notes must be configured and activated to support Approve Manager Notes. In WX:
|
Field sets
Manager Notes object | |
---|---|
Field Set |
Purpose |
Manager Notes Details |
Fields displayed in the WX Manager Notes Detail View. Also controls the fields displayed in the New Manager Notes dialog. |
Manager Notes Tile |
Fields displayed in the WX Manager Notes Tile. |
Picklists
None
Object fields
To rename these custom fields:
-
Go to Setup and in Quick Find enter Override.
-
On the Override page select the:
-
Package hosting the object
-
Language
-
Setup Component = Custom Field
-
Object
-
Aspect = Field Label
-
-
Enter new values in the Field Label Override column
Manager Note object (HCM) |
|
---|---|
Default Field Label |
Field Type |
Approved Date |
Date |
Comment |
Long Text Area (32768) |
Created By Team Member |
Checkbox |
Employment |
Master-Detail (Employment Record) |
HR Comment |
Long Text Area (32768) |
Show Manager |
Checkbox |
Show Team Member |
Checkbox |
Record types
None
Actions
-
Manager: Submit. Appears when:
-
The Approve Manager Notes policy option is selected.
-
A team member has added a new manager note.
-
Action Events
None