Using the Quick Create Menu

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The new Quick Create Menu allows you to quickly and easily create a number of actions from any page in intelliHR. From the menu you can create Private Notes, Diary Notes, Goals, People and add Training.

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How do I use the Quick Create Menu?

1. The Quick Create Menu is found under the + icon in the top-right corner of your page.

2. After clicking on the plus button, you will be given a dropdown menu showing all actions that can be taken. 

3. When you click on a quick create option and you will be taken directly to the relevant page for Private Notes, Diary Notes, Training, Goals or People. 

4. Create

Note: Employee Engagement and Performance Enablement customers will have limited functionality of the Quick Create Menu. Strategic HR customers will have full functionality.