Rectify

Personnel notes — document conversations with the right access controls

Supportive conversations, rehabilitation conversations and follow-ups need to be documented — but not circulated. Personnel notes gather the documentation in one place, with an access level per note so that sensitive information stays with the right people.

Included in the Health Portal
Access control per note

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This suits you if…

Conversations are recorded in a manager's own notebook, or not at all
You do not know what was said in earlier conversations when a rehabilitation case opens
Sensitive documentation sits in email and shared folders
You need to be able to show that supportive conversations actually took place

What's included

Documentation of conversations, warnings and events linked to an employee
An access level per note: HR only, Manager + HR, or everyone with access
Types such as rehabilitation conversation, supportive conversation, follow-up and praise
Filtering by employee, type, confidentiality and status
Evidence that follows through into rehabilitation cases and follow-ups

How it works

1
Write the note
Choose the type — rehabilitation conversation, supportive conversation, follow-up or praise — and document it right after the conversation.
2
Set the access level
Decide who should see it: HR only, manager and HR, or everyone with access.
3
Publish
The note is saved against the employee and the date, searchable by those with access.
4
Follow up
The history is ready for the next conversation, or when a rehabilitation case is opened.

What you get out of it

The history stays

When a manager changes, the documentation stays with the organisation instead of disappearing.

Sensitive stays sensitive

The access level is set per note, so health information is not spread more widely than necessary.

Evidence when it is needed

In rehabilitation cases and follow-ups, earlier conversations are to hand instead of being reconstructed from memory.

SaaS with people behind it

Personnel notes in the Health Portal

Personnel notes sit in the Rectify module, alongside rehabilitation and occupational health care. The notes are tied to the employee and become part of the evidence in the rehabilitation workflow.

About the Health Portal →

Four types: rehabilitation conversation, supportive conversation, follow-up and praise
Three access levels, set per note
Filter by employee, type, confidentiality and status
Linked to rehabilitation cases and follow-ups in the same module

Frequently asked questions

Questions & answers

That is decided per note. The levels are HR only, Manager + HR, or everyone with access — so that a sensitive rehabilitation note is not handled the same way as praise after a successful project.

Rehabilitation conversations, supportive conversations for repeated short-term absence, follow-ups and one-to-ones, and praise for good work.

A conversation held when an employee does not seem to be doing well at work, at repeated short-term absence, or on a regular basis as part of systematic work environment management.

Information relating to health requires particular care under the GDPR. The access levels exist precisely so that documentation can be kept to those who need it for their work.

Personnel notes are part of the Health Portal and are available when you use the platform.