Introduction

Can you remember the employee change you processed on Tuesday two years ago?  Most people cannot, but this is where the Journal Entry will lend you a helping hand! As you can likely guess, the Journal Entry feature allows you to make notes within an employee record. These notes are stored securely, can be reported on, and can be accessible to other administrations, your broker, and system users.

How to Find Journal Entries

The Journal Entry can be found within an employee record in two places. A “Quick Add” link at the top appears in the dropdown within the employee’s name, and the full Journal is accessible under the Employee Information icon.

Journal

If you want to add a new entry from the Journal page, click the Add Journal Entry button as seen below.

After clicking Add Journal Entry you can categorize the note, add a title, upload an attachment, and add any notes applicable to the employee!

If you just made an employee change, the updates will pre-populate for you.  You can add any additional notes you feel necessary.

Once the Journal Entry is saved, a message will be displayed letting you know that the entry was added.

If you ever need to update an existing Journal Entry, click on the Journal’s Subject and make any updates as necessary.

The original Journal Entry is still available and a new version will appear as the image below.