Skip to main content
Shiftboard

Manager Notes

Overview

The Manager Notes feature makes it easy to track an employee, contractor, or volunteer’s performance. The note or review can be linked to a particular shift, attributed to their work on a specific team, or used to make a general comment.

Managers can create notes in a member's profile or by using a bulk upload template. Reviews are qualitative with tagging options that can be filtered. The Account Scoring tool adds a quantitative aspect by being able to give a numeric score to each review. Shiftboard will show the average score.

Manager notes are kept private from individuals and are only viewable by Site Administrators and Team Managers. Members can never view their own manager notes regardless of their access level to the site. 

Review Types

Shiftboard provides the ability to customize the review labels within the system. Not only is it a quick way to label the comment or review, but it is another piece of information that goes into the report. This makes it easier to group types of reviews and gives another option to sort. Below is an example of the types of labels possible.

Custom Fields

Custom fields are also available on manager notes. There are a variety of fields to choose from including: yes/no dropdown field, custom dropdown boxes, and open text fields. Each custom field can be labeled to match an organization's needs. Feel free to mix and match.

Set-Up

The link to the Manager Notes tool appears on the Contact Info page for each profile. In order to create review types or enable custom fields, navigate to the setting section.

Settings > Application Settings > Manager Notes >

On the right hand side, click "Edit Review Types" or click > Custom Field Settings >

Check the Active box and add a label and values where applicable.

  • Was this article helpful?