myFolio users have the ability to write self-reflective, Goals Meeting, Mid-Cycle Conversation (if enabled), and Year End Summary Notes.
How to Enable Employee-Originated Notes
To enable Employee Originated Notes, click "Manage" then "Customizations."
Scroll to the "Employee-originated Notes" setting and set the toggle to ON. Scroll to the bottom of the page and click Update to save.
How to Write a Note for Yourself
Users can write Notes for themselves from two places - the Homepage or from the user's Profile.
Writing Notes from the Homepage
To write a Note from the Homepage, click "Write a Note." Select "For myself" and the type of Note.
If the Note type selected is a Conversation Note, users can select "Self-Reflection" instead of indicating the person they met with for this meeting. For all other Note Types, users will select who they met with before completing the Note.
Writing Notes from the Profile
To write a Note from your Profile, first access your Profile by clicking on your name in the top right corner, then selecting "Profile."
Click the Notes tab, then click "Add Note" and select the Note type. If the Note type selected is a Conversation Note, users can select "Self-Reflection" instead of indicating the person they met with for this meeting. For all other Note Types, users will select who they met with before completing the Note.
