Toast Payroll: Quick Notes

• What are Quick Notes in Toast Payroll?
• Can quick notes be edited on an employee's profile?

Quick notes are exactly that: simple notes you can leave on an employee's profile for different reasons. They do not have any interaction with any other Toast Payroll feature. To leave a quick note:

1. Log into Toast Payroll.
2. Navigate to an employee's profile and select Profile > Quick Notes.
   1. Learn how the new Toast Payroll navigation works by visiting Navigate Toast Payroll Within Toast Web.
3. Select +Add and enter your note.
4. Then mark this note as Positive, Neutral, or Negative and select Save.
5. The notes will be displayed with the note, who created it, and the date it was created on, all in a color to match the sentiment you marked. Positive notes will be in green text, neutral notes will be in black, and negative notes will be in red.

You can delete a quick note when you no longer need it. However, it's not possible to edit a quick note once it's been saved. If you need to make changes, we recommend deleting the existing note and creating a new one with the updated information. Individuals cannot see quick notes on their own profile unless they hold the Manager or HR+ security role.

This content is for informational purposes and is not intended as legal, tax, HR, or any other professional advice. Please contact an attorney or other professional for advice.