Manager Notes: How to Use and Manage Them

Follow these steps to edit the title of a note:

• Log into Macorva.
• On the homepage under My team, select the employee you’d like to add notes to by clicking Manager notes.
• In the dropdown, select the note you wish to edit the name of, and click Actions.
• The Note info screen will appear. Edit the note name in the Title section.
• Click Save to apply changes.

To protect a note from further editing or deletion:

• Log into Macorva.
• On the homepage under My team, select the employee you’d like to add notes to by clicking Manager notes.
• In the dropdown, select the note you wish to edit and click Actions.
• The Note info screen will appear. Click the Make read-only checkbox and then click Save.

⚠️ Important: Marking a note as read-only will permanently prevent it from being edited or deleted. Make sure your note is final before enabling this option.

To add approvals for verification:

• Log into Macorva.
• On the homepage under My team, select the employee you’d like to add notes to by clicking Manager notes.
• In the dropdown, select the note you wish to edit and click Actions.
• The Note info screen appears. Scroll down to Approvals. 
• Here you can Add your approval if necessary. A confirmation will appear stating your name and timestamp that you have approved the note.
• To request additional approvals, search for the individual’s name and click Request.

To download and share a note in PDF format:

• Log into Macorva.
• On the homepage under My team, select the employee you’d like to add notes to by clicking Manager notes.
• In the dropdown, select the note you wish to edit and click Actions.
• The Note info screen appears. Scroll down to Note tools and click on PDF.
• A new window will pop up with your notes as a PDF.

• Log into Macorva.
• On the homepage under My team, select the employee you’d like to add notes to by clicking Manager notes.
• In the dropdown, select the note you wish to edit and click Actions.
• The Note info screen appears. Scroll down to Note tools and click Transfer to employee to move this note to the selected employee.
• Choose whether to make the note read-only or request that the employee approves the note.
• Click Continue to complete the transfer.

• Log into Macorva.
• On the homepage under My team, select the employee you’d like to add notes to by clicking Manager notes.
• In the dropdown, select the note you wish to edit and click Actions.
• The Note info screen appears. Scroll down to Note tools and click Share with all employees.
• A new window will pop-up confirming the note will be available to all employees. Click Continue to confirm.
• The note will now be labeled with (UNIVERSAL) in the title.