Skip to content Skip to main navigation Skip to footer
Loading GymOS audio player...

Employee tab: Notes & Documents

The Employee Notes & Documents tab is very similar to that of the member record, with some context-relevant differences. In fact, the employee record pulls across notes & documents from the employee’s corresponding member record.

The key difference is that the options in the Add new… drop-down are relevant to the context of an employee.

Documents listing

The documents tab lists the document-type elements recorded against the employee record in reverse-chronological order, with the most recent appearing first. The list is paginated, as it is likely to become quite long.

The information displayed for each comprises:

  • icon: If present, this indicates that the record is visible to the member via the GymOS FitnessHub app and Member portal.
  • icon: If present, this indicates that the record is only visible to managers within the GymOS system.
  • Description: A summary of the document or, in the case a note, the note content.
  • Category: The type of document.
  • Created: The date/time upon which the document was created.

For each row/document record, there is a corresponding set of actions. The complete set of actions comprises:

  • Edit the record.
  • Clone and edit the record. This applies to some document types, such as member forms.
  • Download the document.
  • Mark the document as being visible to the employee/member.
  • Hide the document from view for the employee/member.
  • Toggle the manager only visibility flag for the document.
  • Permanently delete the document.

Filtering the document listing

The document listing may be filtered by document category and/or description.

The document categories are client-configurable and are administered in Settings Lists and Groups Document Types. You may add as many document types as you wish, to help you organise your document filing.

A filter is applied by clicking the Filter button.

Recording a document against an employee

A new document record can be created for an employee by clicking the Add New… button and selecting the desired option from the drop-down list. The process and flow is the same as for a member record, and corresponding guidance is provided below.

The options available comprise: