A staff profile
Open anyone from Staff or the Directory to see their profile. It has tabs for:
- Information: their line manager, departments and notes
- Activity: the sessions and adjustments behind their minutes
- Quotas
- Logbook
- Sessions
- Rank history: every promotion, demotion and join, and who did it
The logbook
The logbook is a staff record for each person, written by the people who manage them. Entries can be notes, praise, concerns or warnings. Promotions and demotions are recorded there too. Each kind of entry has its own permission.
Sharing and files
- The person only sees entries you choose to share with them.
- You can attach up to 5 files to an entry, up to 10 MB each, such as screenshots or PDFs. Files are scanned for viruses.
Tip
Write praise as well as concerns. A logbook that only has warnings in it tells half the story when someone comes up for promotion.
More detail: Staff profiles, the logbook and offboarding.