Managing Log Book categories

As an Admin, you can customize Log Book categories to define the fields available for managers when creating log entries in 7shifts.

Things To Know

• Log Book categories must be managed in the 7shifts web app. 
• Access to Employee Performance Insights may require a plan upgrade.

Log Book Category Types

Admin users can choose between custom fields or pre-configured 7shifts widgets for Log Book categories.

• Custom Categories create fields for Text, Numbers, Dollars ($), or Percentages (%).
• Employee Performance Logs sync individual employee notes directly to their 7shifts profile.
• Task Summary displays completion status from 7tasks at a glance.
• Weekly Overtime Risk shows employees at risk of reaching overtime based on 7punches or POS sync data.

Add a Log Book Category

1. Log in to the 7shifts web app as an Admin.
2. Navigate to Log Book Categories in the left navigation menu.
3. Click the + Add new button:
   
4. Enter a Category Name.
5. Select the Category Type from the dropdown menu and save.
   

Edit an Existing Category

1. In the 7shifts web app, go to Log Book Categories.
2. Click the Edit icon (pencil) next to the category you want to modify.
3. Toggle Instant Notification to notify managers of new posts or comments.

4. Toggle Required Field to make the field mandatory for log entries.

   • The log book Email Summary will only be sent when values are entered in required fields. Learn more about log book summary emails here.

   

Delete a Category

1. In the 7shifts web app, navigate to Log Book Categories.
2. Click the Delete icon (trash can) to remove the category:
   
3. Confirm the deletion.

Reorder Categories

1. In the 7shifts web app, go to Log Book > Categories.
2. Click and drag the categories into your preferred order.
3. The new order reflects across all locations for all users with Log Book access.
   

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