Staff profiles, the logbook and offboarding

Open anyone from Staff or the Directory to see their profile. It has tabs for:

• Information: their line manager, departments and notes;
• Activity, with a breakdown of 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, and promotions and demotions are recorded there too. Each kind has its own permission.

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.

Offboarding

When someone leaves, use Offboard on their profile instead of removing them by hand. In one step it:

1. writes a resignation or termination entry in their logbook, noting whether they can be re-hired;
2. takes them off upcoming sessions;
3. moves the people they manage to their own manager;
4. removes their departments and roles;
5. unassigns their open tasks and cancels any waiting promotion review.

You can't offboard yourself.

The Directory and Org chart

The Directory lists everyone with a role, with search and filters by rank, department and who's away. People in no department show under "No department". The Org chart draws the same people from each person's line manager. With the right permission you can export the Directory to a spreadsheet.