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Status Shipped
Categories MIscellaneous
Created by Guest
Created on Sep 19, 2025

Employer notes

On the dashboard screen for each employer, it would be good to have a section where general employer notes could be added.

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  • Admin
    Samuel Breeze
    May 22, 2026

    Hey @Guest


    Great news — this one's live! 🚀

    You can now add notes at employer level. Head to Client > Edit Details > Notes to give it a try.

    We know this has been on your wishlist for a while, so we're really glad it's finally here. We'll be dropping full guidance in the help centre very soon if you need a hand getting started.

    Thanks so much for your patience and for taking the time to share this with us — feedback like this is exactly what helps us build a better product. 💙

  • Admin
    Samuel Breeze
    May 12, 2026

    Hey! 👋

    Just a quick update — we've got this one wrapped up and it'll be going live in the next week or two! 🎉

    Once it's released, we'll add some guidance to our help center so you know exactly how to use the new employer notes section.

    I'll update the status here as soon as it's live in production.

    And as always, if there are any improvements that you feel would be beneficial, please do create an idea. We love hearing from you!

    Thanks again for your patience and for helping us build something brilliant! 🙌

  • Admin
    Izzy Hayhurst
    Apr 28, 2026

    Hey! 👋 Just wanted to let you know we're actively working on this one and are aiming to have it released by the end of May.

    Once it's live in production, I'll update the status of this ticket. Thanks so much for your patience and for helping shape our product! 🙌

6 MERGED

Employer Notes

Merged
Can we have a facility to add Employer Notes in the same way that Employees can have Notes in their respective records.
Nicholas Law over 1 year ago in Employer Setup 2 Shipped