As a store-level manager, you can easily create new Staff Log entries by clicking CREATE in the upper, right-hand corner of the Store Logs screen and selecting STAFF LOG.
Each entry needs to have an employee, Evaluation Type, Topic, Action Taken, and Priority assigned which can all be selected on the left-hand side of the page. To leave a comment, simply click in the open field and start typing.
To select an employee to write about, start typing in the Employee field. As you type, the search results become more specific.
Because Topics and Action Takens are are dependent on the Evaluation Type, your options will change as you select different Evaluation Types.
To change the priority of an entry, simply change its default from Low to the desired level.
Once the entry is saved, the priority will appear on card on the Logs page.
As with Store Logs, you can attach files (as long as they don’t exceed the 16 MB maximum). Simply click ATTACH AN IMAGE OR FILE and select the file from your computer. Once uploaded, the name of the file will be displayed. A best practice for this situation is to clearly label the file on your computer so it’s recognizable when attached.
To copy another user on the post, you can start typing in the CC field, and just like the Employee field, your search results will narrow the more you type.
Finally, if you want to assign an Action Item to another user, click ADD AN ACTION ITEM.
The Create Action Item modal will appear, and you will need to provide a Subject, a Due Date/Time, an Assignee, and optional comments.
Once created, the Action Item will appear on the Create a Staff Entry page.
To complete the creation of the entry, click Save and it will appear as the latest card on your Logs screen.