Adding Journal Entries to Team Members

Adding notes is a great way to ensure as a manager you are not missing something important to talk to an employee about. This could be as simple as a reminder for an upcoming formal feedback session, or a place to document something regarding performance.

In order to take notes for a team member, you will notice the employee tile has a blue circle on the left of the employee profile picture. Click here to get a dropdown and select "add a journal entry". These notes will then be added to the timeline for future reference when doing feedback sessions. Keep in mind that these notes are private to you and your administrative team unless you decide to share them.

If you'd like to see these notes you can click 'view activity history for' on that team member's 1 on 1s, then hover over the timeline to see a pop-up of previous notes. To copy and paste them, you can do that by selecting "See all my recent activity" and it will display the notes you've provided.

Managers are able to review feedback and notes inside Motivosity by anyone on their team and below. Leslie for example has April as a direct report and April has 2 people on her team. Employees with org chart symbols can be clicked to expand the view into their team. From there, you can add journal entries the same way you do for your own team members.

When you click the grey circle you will see those on their team. As an upstream leader, Leslie can add a note to Eugene's profile by selecting the blue circle with a note on it.