Add contact, note, or correction

Add a note or contact moment to a case. Also correct a sick or recovery report if you are working without an integration.

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Do you want to add a note or correct a sickness or recovery report? You do this in the employee’s file. Under Contact moments you have several options. So always choose the correct journal.

Step-by-step plan:

  1. Click on My files.

  2. Click on the correct employee.

  3. Click on Add.

  4. Click on Select a journal.

  5. Choose the option that matches what you want to do.

  6. Did you enter a sickness or recovery report incorrectly? Then choose the correct correction option and make the correction. This is only possible without a link.

  7. Click on Save permanently to save the correction.

  8. Do you want to leave a note? Then choose WG: Note by employer.

  9. All notes are visible when opening the file. Here you can also choose whether you want to leave a notification for Service & Planning or the employability coach.

  10. Enter your note in the input field. Do not share medical information.

  11. Click on Save permanently to save the note.

Which option do you choose:

  • Choose a correction option if you want to adjust a sickness or recovery report.

  • Choose WG: Note by employer if you only want to add a note.

This way you quickly arrange what is needed, without any hassle.

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