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Add a logbook to an employee record

Adding a logbook to an employee record for appraisals, benefits, or training records.

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Written by Joshua Shooter
Updated over 2 months ago

There are pre-loaded logbooks on your system that you can use to store specific data against an employee's record. These are:

  • 1-2-1s.

  • Appraisals.

  • Benefits.

  • Continuing Professional Development (CPD).

  • Driving License.

  • Grievance.

  • Issue Log.

  • Objectives.

  • Qualification

  • Training.

  • Vehicle.

With the logbook designer license, you can also create your own logbook screens.

To log this specific information on an employee's record:

  1. Click Access Button image then click Employee.

  2. Click the relevant employee then click the Logbook tab.

  3. From the Show drop-down menu, select the logbook type you want to add.

  4. Click the plus + icon then complete the on-screen information.

  5. If required, click Files and add the relevant file, then click Save.

๐Ÿ“ŒNote: This will be a desktop version area and it can not be done through the mobile app.

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