---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Add personal notes

# Add personal notes {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Using personal notes agents can record information that remains private and is not visible to other agents working on that case.

## Before you begin

Role required: sn_hr_core.case_writer

## About this task

Unlike working notes, which are accessible to all agents assigned to a case, personal notes provide a secure way to document sensitive information that shouldn't be shared with the broader team. For example, when managing
Employee Relations cases, agents can use personal notes to document confidential details.

## Procedure

1. Navigate to AllHR Case ManagementAgent Workspace for HR Case Management.
2. Select the Lists icon (![]()).
3. Select an HR case.
4. In the Contextual Side Panel, select the Personal Notes icon( ![]()).  
   The case must be in ready, work in progress, or awaiting acceptance state.
5. Enter your notes.
6. **Optional:** Select +Add file to add an attachment.

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