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Set Up the Manager Log Book

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Ann Le
Updated

As an Admin, you have the ability to customize the categories used within the Manager Log Book. These categories will define the fields available for managers to view and populate when creating log entries.

Important Considerations:

⚠️ Admin Only: Only Admin users have access to setting up and Managing Log Book Categories.

⚠️ Account-Wide Changes: Any modifications made to these categories will apply to all locations within your account.

⚠️ Web App Only: Log Book categories can only be managed in the 7shifts web app.
⚠️ Feature Availability: Access to the Employee Performance Insights and Performance Log may require an upgrade from your existing plan.

Add & Manage Log Book Categories 

Access Category Settings:

    1. Log in to the 7shifts web app as an Admin.
    2. Navigate to Log Book > Categories in the left navigation menu.Screenshot 2025-03-21 at 3.23.58 PM.png

Available Log Book Category Types:

  • Create Your Own: 
    • Text
    • Number
    • Dollar ($)
    • Percentage (%)
  •  Made By 7shifts:
    • Employee Performance Logs: Log individual employee performance notes to sync them into their 7shifts profile. Learn more here.
    • Task Summary: If you use 7tasks for task management, this category helps managers stay informed about task completion status at a glance. Learn more here.
    • Weekly Overtime Risk: If your team punches in using 7punches or you sync punches through an integrated POS, see employees who are at risk of reaching overtime. Learn more here.

Follow the steps in each section to complete your Log Book Set Up: 

Add a New Category
  1. Click the + Add new button.
  2. Provide a Category Name.
  3. Select the Category Type from the dropdown menu.

Screenshot 2025-03-21 at 4.00.24 PM.png

Edit an Existing Category

  1. Click the edit icon (pencil icon) next to the category you wish to modify.
  2.  Adjust the category's settings as needed, including:
    • Instant Notification: Immediately notifies managers whenever a new post or comment is made to this category.
    • Required Field: Designate whether this field is mandatory for log entries.

⚠️Note: The 'Made by 7shifts' Categories (e.g., Employee Performance, Task Summary, and Weekly Overtime) cannot be edited. If you do not want to use them, delete the category (you can always add it back later if you want to use it!).

Screenshot 2024-09-18 at 10.43.35 AM.png

Delete a Category
  1. Head to the Log Book.
  2. Click Categories.
  3. Click the delete icon (trash can icon) to remove a category.
⚠️ Note: Deleting log book categories can result in the loss of historical logs and comments, proceed with caution before deleting a category.


Screenshot 2025-03-31 at 3.12.12 PM.png

Reorder Categories
  1. Drag and drop the categories to arrange them in the desired order.
    • This order will be reflected across all locations within your account, for all user with access to the logbook.


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RELATED ARTICLES:

Set Up the Manager Log Book
Manager Log Book Widget Overview
Delete an Entry
Send the Manager Log Book Email Summary
Search the Manager Log Book

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