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Manager Notes
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Checkbox. If checked, the Manager Notes process is active and can be enabled for WX users.
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Edit Manager Notes
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Picklist. The lowest level able to create or edit a Manager Note. Select from:
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Team Member
Can be created or edited by all.
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Manager
Can be created or edited by manager or HR
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HR
Can be created or edited by HR only.
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Manager Notes Team Member Access
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WX only.
Picklist. The level of access granted to Team Members through WX to Manager Notes. Select the picklist and choose from:
- None
Team Members have no access to Manager Notes.
- Read
Team Members can view but not edit Manager Notes about themselves.
- Edit
Team Members can view and edit but not delete Manager Notes about themselves. To activate Edit you must also select Approve Manager Notes.
- Edit and Delete
Team Members can view, edit, and delete Manager Notes about themselves. To activate Edit and Delete you must also select Approve Manager Notes.
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Manager Notes Manager Access
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WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Manager Notes. Select the picklist and choose from:
- None
Managers have no access to Manager Notes for their Team Members.
- Read
Managers can view but not edit Manager Notes for their Team Members.
- Edit
Managers can view and edit but not delete Manager Notes for their Team Members. To activate Edit you must also select Approve Manager Notes.
- Edit and Delete
Managers can view, edit, and delete Manager Notes for their Team Members. To activate Edit and Delete you must also select Approve Manager Notes.
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Approve Manager Notes
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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:
- If checked, newly created Notes display the Submit button on the manager's view.
- Notes can be edited until submitted, subject to access levels set in Manager Notes Team Member Access and Manager Notes Manager Access.
- Manager Notes created by the manager must be submitted by the manager and approved in the HR Manager Portal before becoming visible to the Team Member.
- If unchecked, Notes cannot be edited after saving, regardless of the access level set in Manager Notes Team Member Access and Manager Notes Manager Access.
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