Sensitive follow-ups
Leave documentation or a workplace concern needs a sentence on the file that is not a Slack DM.
HR-only notes
Private context that does not leak to the team view.
People ops sometimes needs a note that is not for the manager and not for the employee. Peer Roll keeps that space on the file — behind a role.
Why it matters
A conversation about an accommodation, a counseling note, or “call before you email this person” should not appear next to a timesheet. Managers get the work they need. They do not get the private file.
HR-only notes attach to the employee record and are visible to operator roles you grant. They are not in the manager queue, not in the employee profile they see, and not in a manager digest. A simple review is not an HR-only note — reviews live on performance.
HR-only notes · Example Co.
HR-only notes
Example Co.
Jordan Lee
A note managers and the employee do not see.
Access
Operator role only.
On the record
What you get in Peer Roll.
- Notes scoped to people-ops roles, not the manager default.
- Invisible to the employee’s own view.
- Stored on the record so they survive a ticket-system wipe.
- Kept separate from public manager tools and help articles.
- A simple review is not an HR-only note — reviews live on performance.
How it runs
A week in this workflow.
01
Write on the file
An operator adds a note with enough context for the next person who covers the desk.
02
Keep the audience small
Manager and employee views never include the note. Granting extra access is explicit.
03
Hand off the desk
The next operator can read the note. The manager still sees only their queue.
Who uses it
Built for the jobs you already have.
Coverage between operators
When a second people-ops person steps in, the note is there. The manager still sees only their queue.
Related
These workflows share the same record.
People directory
One employee record. Searchable. Owned.
Name, job, site, manager, documents, and status sit on a single file. The directory is how you find someone — not a Friday export from payroll.
Roles and access
Who can open a file is a product decision.
Operators, managers, and employees do not share a login. Sensitive fields sit behind roles you can explain to counsel — and to the person whose file it is.
Goals and reviews
Set a goal. Write a simple review — not a talent platform.
Managers set a goal on the employee file. A simple review sits next to it. That is light performance — not calibration, not a nine-box, not a talent suite.
Manager tools
Approvals, coverage, and birthday emails that stay private.
Managers get the queue they already run: time exceptions, leave requests, and who is out. Birthday dates stay on the file — not a company-wide calendar.
Want this workflow on your roster?
30-day free trial, no credit card needed. Then $4 per active person per month. The time clock is included.