There are two types of notes in Workfeed: Shift notes and daily notes.
When you write an individual shift note, only the assigned employee, administrators, and employees with a permission profile that grants permission to view shift notes can see this note. When you write a daily note, everyone working that day in the specific department can see it, regardless of which shift they are assigned to.
These notes are useful for daily instructions, reminders, or shared information relevant to your employees.
How to make shift notes
You can either add a note when you create a new shift or add a note later on by editing an existing shift in the schedule. Once the note is placed, the employee assigned to the shift will be notified right away.
When you create a shift, you can click on the chat 💬 icon to add a note. Once you have typed the note, it is automatically saved.
How to add a note to an existing shift
To add a note to an existing shift, find the relevant shift and click 'Edit shift'. Next, you can click on the chat 💬 icon to add a shift note. To edit an existing shift note, the procedure is the same.
How to make daily notes
To add a daily note, you can either click on the specific date in the schedule and add it by going to the menu at the right that pops up.
Or you can right-click on the blank space on the day in the schedule from where you can click 'Add daily note'. To edit an existing daily note, the procedure is the same.
FAQ
Can I delete a note?
Yes, you can both delete a shift note and a daily note. To do this, navigate to the relevant shift or day, and clear the text field where you can write the comment. When you have done this, the comment will no longer be visible to anyone.Can employees see other employees' shift notes?
Whether employees can see their colleagues’ shift notes depends on the settings in their permission profile. From here, you can either enable or disable employees' ability to see other employees' shift notes.Can employees edit notes to shifts and days?
Whether employees can edit notes for shifts and days depends on the settings in their permission profile. From here, once an employee is granted permission to 'see and edit all shifts', they can edit both shift notes and daily notes in the schedule.
Can I make shift notes and daily notes on the Basic version?
No, you cannot make either shift notes or daily notes on our free Basic version. The notes are included in our Pro and Pro+ subscriptions. You can read more about our subscriptions here.