Set Up the Manager Log Book
As an Admin, you have the ability to customize the categories, or sections, 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:
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- Log in to the 7shifts web app as an Admin.
- Navigate to Log Book > Categories in the left navigation menu.
Available Log Book Category Types:
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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:
- Click the + Add new button.
- Provide a Category Name.
- Select the Category Type from the dropdown menu.
Edit an Existing Category
- Click the edit icon (pencil icon) next to the category you wish to modify.
- Adjust the category's settings as needed, including:
- Instant Notification: Immediately notifies managers whenever a new post or comment is made to this category.
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Required Field: Designate whether this field is mandatory for log entries.
- Note: The log book Email Summary will only be sent when values are entered in required fields. Learn more about log book summary emails here.
⚠️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!).
- Head to the Log Book.
- Click Categories.
- Click the delete icon (trash can icon) to remove a category.
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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.