Check Your Crew In

  1. Once a Time Record has been created and saved. Two new crew buttons will appear in the top time record navigation toolbar.

  2. Select the Crew button which will present a new screen with 3 tab sections.

  3. Current Crew: This tab will present the current employees that are assigned to the Timesheet.

  4. Employees: This tab is a listing of all active users in the system. Click the circle to add the employee to the current Time Record.

  5. Crews: This tab is a listing of all pre-selected crews which can be assigned to the Time Record by pressing the + button. Please note that you can view the members of the pre-selected crew by pressing the button to the left of the +.

  6. Fill out all the details on your Time Record that you would like to be pre-populated for each employee on your Current Crew & click the Save button.

  7. To update the Cost Code & Work Times for your crew select the Crew Details button on the top time record navigation toolbar.

  8. Select the Crew Cost Code & Crew Work Times for your crew and click the Update button on the lower left hand side of the Crew Details Tab. Note: The delete button to the right of the update button will delete all your crews associated time records (Records that would be updated if you pressed update.)

Notes:

  • Fill out all the details on your Time Record that you would like to be pre-populated for each employee on your Current Crew & click the Save button.

  • To add employees to your crew repeat steps 2-8 above. This will create the new Time Records for each crew member and update all pre-populated information

  • If you make changes to individual time records for your crew members & decide to mass update your crews details at a later time it will override the individual changes.

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