Employee Journal

The Employee Journal is a powerful tool for tracking personal notes on direct reports, teammates, colleagues, or yourself. These notes serve as valuable references for performance reviews, helping to capture key moments, achievements, and insights over time. This article provides guidance on creating and managing notes effectively.

In this article:
Private Note Overview
Creating Notes (Private & Shared)
Additional Resources

Private Note Overview

Employee Journal notes help users document events and insights that can inform performance evaluations. There are two types of notes:

| Private Notes | Shared Notes

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Private notes are for personal use as they are only visible to the author. 

Private Notes are useful for:

• Recording  key accomplishments, challenges, or skills learned.
• Keeping track of obstacles, such as a missed deadline due to external circumstances, for future self-evaluations.

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Shared notes are useful for feedback on colleagues as they are shared with their manager. Shared notes help highlight a colleague’s contributions, leadership, or notable actions for their manager to reference during performance reviews.

Shared Notes are useful for:

• Recognizing a direct report’s leadership during a project.
• Providing timely feedback on a colleague’s performance for their manager.
• Highlighting contributions in cross-functional projects to ensure recognition.

Please note:

• Private Notes are only visible to the author.
• Shared Notes are only visible to the author and the recipient’s manager during the review process.
• Notes are never visible to other colleagues at any time.

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Creating Private Notes

Private Note (For Yourself)

To write a private note for yourself:

1. Click Me, then Private Notes. Users can also click Private Notes from the main dashboard.
2. Click Write Another Note, to create a new note.
3. Compose your note.
   
4. When done, Click Save.

Private Note (For a Direct Report or Colleague)

To write a private note about a coworker or direct report:

1. Navigate to Team Profiles from the main dashboard or type the user's name into the search bar to go to their employee page.
2. Click Compose on the bottom right corner.
3. Click Private Note.
4. Compose the Private Note.
5. When done click Save.

Shared Note

To write a shared note about a colleague:

1. Navigate to Team Profiles from the main dashboard or type the user's name into the search bar to go to their employee page.
2. Click Compose in the bottom right corner.
3. Click Share Feedback with the User's Manager.
4. Compose the note.
5. When done click Save.

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F.A.Q.

Who can see my Private Notes?

Only you can see your Private Notes, and they will only be visible during your performance review.

Can a Shared Note be seen by the person it’s about?

No, Shared Notes are only visible to the recipient’s manager, not the colleague they reference.

Can I edit or delete a note after saving it?

Yes, you can edit or delete your Private and Shared Notes anytime before they are included in a review. When navigating to private notes or when selecting a note, the option to delete will appear.

Can I share a note with multiple managers?

No, a Shared Note is only visible to the direct manager of the employee it references.

Additional Resources

Celebrations Overview