HR Suite – Add Notes Using Message Templates

How to Add a Note Using a Message Template
1. Go to EMPLOYEES
2. Find the employee, click EDIT
3. Navigate to the NOTES tab
4. Click ADD A NEW NOTE

5. Click ADD FROM A MESSAGE TEMPLATE
6. Choose the template you want to use

7. Make any small adjustments if needed
8. Save the note, click ADD

The selected template will automatically populate the note field, saving time and
ensuring consistency across your HR records.

• Why Use Message Templates?
• Save time when adding common HR notes
• Keep wording consistent across employees
• Reduce manual typing and errors
• Ideal for recurring notes (warnings, reviews, acknowledgements, follow-ups)

Managing Message Templates
Message templates are created and managed separately.
Learn how to create and manage Message Templates:

Create Message Templates