Manager Log Book for Admins (Web)

The Manager Log Book is a secure communication tool that can only be accessed by Admins, Managers, and Assistant Managers within the account.

⚠️ Managers and Assistant Managers will only be able to access the Manager Log Book for the Locations they are assigned to.

⚠️ Admins,Managers and Assistant Managers will only be able receive the Manager Log Book email summaries for the Locations they are assigned to.

⚠️ Employees do not have access to the Manager Log Book.

SKIP AHEAD TO:
Access the Manager Log Book & Categories
Make Log Book Posts
Employee Performance Log
Actuals Widget
Task Summary
Sending the Manager Log Book Summary
Searching Post History
📱 Click here to learn about using the Manager Log Book on the mobile app.

Access the Manager Log Book & Categories

To access the Manager Log Book, head to the 'Log Book' tab in the left navigation barl.

As an Admin, you'll be able to customize the categories within the Manager Log Book. This will allow you to set which categories your managers can view and submit entries within.

⚠️ Any updates to your categories will apply to all Locations within the account.
To set your categories:

1. Head to Log Book > Categories :

2. Click on the green '+ Add New' button to add a new category. Alternatively, click the Pencil icon to edit an existing one or the Trash icon to delete it.

3. If creating or editing a category, you'll be presented with a screen where you can enter several details.

You can choose the following different category types:
  • Text box
  • Number box
  • Dollar box
  • Percentage box

Choose 'Instant notification' if you'd like all Admins, Managers, and Assistant Managers to be notified every time a new entry is submitted in the category.

Choose 'Required' if you'd like to ensure that a comment is made in this particular category before the Email Summary can be sent out.

4. Be sure to click on 'Save' after making any changes to your category.

⚠️ Tip: You can drag and drop these categories in the order you desire them to appear. These categories will appear in the same order for all of the Locations within your account.


Make Log Book Posts

Once the categories are set, Admins, Managers, and Assistant Managers can easily fill out each category as the day goes.

1. To make a post, head to the 'Log Book' tab. You can also select the date and a specific Location to view if you are assigned to more than one Location.

Screenshot 2023-04-11 at 5.35.21 PM.png

2. When making a post, simply enter in the details for the category, and click on 'Add Entry' to post it.

An attachment can be included with an entry and team members can post additional comments to any of the entries made.

⚠️ Please note:

  • You and your managers will need to click 'Add Entry' immediately after making an entry in each category to post it.
  •  Ensure you post your message before leaving the Manager Log Book Page. Drafts of your entries cannot be saved.
  • The file maximum for attachments is 2MB, and video formats are not supported at this time.

3. To remove/delete a post, click on the Trash icon. Remember, this action cannot be undone.

❗️If deleting a Log book post, please also note:
  • Employee Performance Log posts are permanent and cannot be deleted.
  • Admins can remove posts made by themselves or other user types at any time.
  • Manager and Assistant Managers can delete their own posts by default but need the "Can delete logbook posts" permission to remove posts by other users.
  • Even with the 'Can delete logbook posts' permission, Managers or Assistant Managers can only remove posts made by users with a lower level in the hierarchy (e.g., a Manager can delete an Assistant Manager's post, but not vice versa or with Admins).

Employee Performance Log

Performance Log notes entered from the Manager Log Book will also add the entry to the Employee's user profile.


Task Summary

The Task Summary is a widget that shows an at-a-glance summary and detailed breakdown of Task List completion right within the Manager Log Book and in the daily summary email.

The Overview tab shows a donut chart of completed, in progress, and incomplete tasks.

Screen Shot 2022-07-18 at 1.16.45 PM.png

Switch to the Detailed Breakdown tab to see each Task List, its status, and completion rate.

Screen Shot 2022-07-18 at 1.17.10 PM.png

Statuses: 

      • Completed = % of tasks for today that have been completed
      • In Progress = % of tasks that are not completed, but are not yet past their due dates
      • Incomplete = % of tasks that are not complete and are past their due time

If no tasks have been completed in 14 days, the widget will not appear in the Log Book.

To access the Task Summary Widget, you must have the Manager Log Book and Task Management add-ons

 


Actuals Widget

With an active POS integration or 7punches for time clocking, you will see a dashboard of each Location's performance.

The following will be displayed above your custom categories:
      • Total Sales - Daily Actual Sales will be pulled from your POS.
      • Total Labor - Labor costs will be pulled in for clients using 7punches, or who have an Actual Labor integration with a POS. 
      • Labor % - The actual labor % is calculated by taking your actual labor costs / actual sales.
      • Weather - You'll need to have your city entered under your Location settings to see this.
      • Average Shift Score - If you are using Shift Feedback, you will see the average score for the day here. Click on 'View Shift Feedback' to see all Employee ratings and comments.
⚠️ Only Managers/Assistant Managers with the 'Can manage schedules' permission will be able to view this Dashboard/Widget within the Manager Log Book.


Sending the Manager Log Book Summary

You can send out an email summary at the end of the day which will go to all Admins, Managers, and Assistant Managers assigned to the Location. To do this, click on the 'Send email summary' button.

An SMS or Push notification will also be sent notifying you of the email summary.

Your daily summary can be manually emailed or you can choose a time for it to automatically send each evening. If using the automatic option, the time the summary is sent needs to be set up for each Location separately.

(Manual)

(Automatic)

Here's an example of what the email summary may look like:

⚠️ If using Auto-send, please note:

  • If there are required categories that were not filled out yet, the summary email will not automatically send.
  • The email summary will not automatically send if there are no entries on that day.
  • The email summary does not include Shift Feedback.
  • If the time is set to 12 am - 6 am, it will auto send the previous day's Log Book entries.
  • If the time is set 7 am - 11 pm, it will auto send the current day's Log Book entries instead of the previous day's entries.
❗️If a user changes the 'Auto-send Daily' option to the 'Manually Send Email' option, then clicks on the
'Send Now' button, this action will make the manual option the new preference for this Location. Meaning the auto-send is disabled and will no longer automatically send.

To correct this, simply re-select the auto-send option again and the set time for the Location.


Searching Post History

You can view previous posts easily by using the Log Book's search tool.

1. To get started, head to Log Book > Search.

2. Use of the filtering options to narrow down your search. Your results will automatically load as you make changes:

3. Review your Custom categories results:

4. Review your Employee Performance Logs results. Results only include logs entered in the Manager Log Book, and not those that are entered in the employee's profile.

⚠️ Access to the Employee Performance Insights and Performance Log may require an upgrade from your existing plan.

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