Keep track of that key field note — or colleague tip.
Small moments worth remembering about a person rarely make it into a formal record, and get lost if they're not written down somewhere. FlexManager's Employee Informal Notes module lets you log a quick note in the field, classify it, tag it, and search it later, kept separate from the Employee Observations module.
A supervisor notices something on site, has a quick word with a subcontractor, or spots an issue that isn’t serious enough for a formal record. That detail ends up in a notebook, a text message, or someone’s memory. When it’s needed later, it’s hard to find and no one benefits from it.
Memory and inboxes
What was said in a corridor chat is gone by the review, or sits in one manager's notebook.
Mixed with formal records
Informal notes end up in the same file as formal observations, so you cannot choose who sees which.
Praise leaves no trace
The thank-you is said once and not written down, so reviews start from complaints.
From quick chat to noted record
One short note captures the conversation, stays in its own module, and joins the worker's history.
Note
Add a note for a direct report straight from the portal, allowing for seamless notes to be taken.
Keep apart
It is saved as an informal note, not among formal observations.
Notify
By default, the person whom the note relates to is told only if you tick Notify.
Review
Managers see each direct report's note count in the portal, and they can search notes by person, outcome, category, or tag, before choosing to export.
Key features & benefits
Quick Field Logging
Log a quick note in the field as it happens, rather than waiting until you're back at a desk to write it down.
Sentiment Classification
Classify each note as positive, neutral, or negative, so a running log reflects the tone of what actually happened, not just the facts.
Fast Search
Search back through past notes quickly, so a relevant note from months ago is as easy to find as one from yesterday.
See Employee Informal Notes in action.
Bring a real case to the demo. We will build it live.
Built for anyone who notices something worth recording
From the line manager to HR, the people who need the informal record work from the same notes.
Line Manager
With portal access, sees a note count for each direct report, and can add new ones on the spot.
HR Business Partner
Gets informal notes kept apart from formal observations, and knows that each note keeps a change log and its own reference number
Site Supervisor
In the right view, photos and a map pin show them what was discussed and where.
HR Director
Can be added to new notes, including ones from supervisors summarising a history of notes for a worker.
Onboarding built around your needs. We're ready when you are.
We work to your pace and your team's availability. Your dedicated onboarding specialist takes care of the setup, so getting started stays simple.
Configuration
We configure FlexManager around your procedures.
Training
Short, role-based sessions for admins and field teams. Most users are confident after their first use.
Go Live!
Start with one site or roll out everywhere at once. Your account manager stays with you after launch.
Get started with Employee Informal Notes
Frequently Asked Questions
What is FlexManager's Employee Informal Notes module?
Employee Informal Notes is FlexManager’s module for recording informal notes about an employee, subcontractor or company. Notes can be logged in the field, classified as positive, neutral or negative, tagged, and paired with a photo and location, all kept as a separate stream from formal observations.
How is this different from formal Employee Observations?
Employee Informal Notes is kept as a separate notes stream from formal Employee Observations, rather than being mixed into that same formal record. This means a quick, informal note can be logged without needing to go through a more structured observation process.
Can I add a note from the field or mobile app?
Yes. A note can be added directly from the mobile app, so it can be logged in the field as it happens rather than waiting until you’re back at a desk. Photos and the location where a note was made can be captured at the same time.
Why Choose FlexManager?
FlexManager has helped HR and operations teams document workforce information since 2011, aware that a note about a person carries a different kind of responsibility than a note about a task. FlexManager is certified to ISO 9001, ISO 14001, ISO 27001 and ISO 45001 certification, and it’s this industry-backed accreditation that gives us the know-how we need.