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. The Journal Entry allows you to make notes within an employee record.  These notes are stored securely, can be reported on, and can be assessible to other administrations, your broker, and system users.

How to Find Journal Entries

The Journal Entry can be found within an employee record and under the Personal Information icon.

Journal

To add a Journal Entry, click the Add Journal Entry button.

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

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

Once the Journal Entry is saved, a message will display for your convenience.

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.