Guide: How to use Live Notes, our employee communication tool

Guide: How to use Live Notes, our employee communication tool

Live Notes™ - Real-time employee communication

Our Live Notes technology allows your employees to stay connected in real-time via chat. After checking in for a shift, employees can use this feature in the mobile app to take notes, upload photos or correspond with team members and managers. To get started, we will walk through how employees access Notes from the mobile app. 

After checking in for a shift, the employee will see an option to access Notes at the top of the Shift Details screen.

 

 

Selecting this will take them to the Notes page and automatically launch the chat feature. Just like sending a text or instant message, the employee can then write a message or upload a photo. This information is automatically attached to the shift that they are actively working in.

 

 

The messages that are written in Notes can be viewed by all managers who have access to this employee's shift. They can also respond with further correspondence directly from the management dashboard. To access Notes for any shift, click on an Open Shift in the dashboard.

 

 

From here, tab over to Notes. Here you will see all correspondence from the employee for this particular shift. You can also respond with your own messages, which will then be logged and attached to the shift. 

 

 

When looking at shifts from the management dashboard, the circular green icon represents that new notes have been added to a particular shift and should serve as an indicator that there is communication coming from the employee while they are checked in.

 

 

Live Notes is a great way for employees, managers and team members to share information about what is happening while they are checked in for work. And because all notes data is automatically tied to the shift in which the correspondence occurred, there is always a paper trail of what was discussed as it relates to the work that was being done. 

 

Live Notes is also a helpful tool for employees to take notes while they are on the clock to reference at a later point in time or simply to serve as a reminder for things to work on throughout a shift.