Roles: Admin | Interface: Web
In this article we will explore how to manage Employees within CrewCenter.
To know about all the Roles and Permissions in CrewCenter, read this article : Roles and Permissions
How to create Employees
Go to the “Employees” tab on the left side of the screen to create or edit Employees. You can create Employees by either adding them manually or via import function.
Create Employees manually
Step 1: Go to the “Employees” tab on the left side of the screen and hover over the “+Create” button, then select “Create” to add employees manually.
Step 2: Fill in all the relevant fields. Select the Supervisor to whom the Employee will report to in the “Reports to” field. The Supervisor will be able to view, add or edit time reports for these Employees. Furthermore, the Supervisor can approve time entries of the respective Employee.
By activating the “Application access” toggle you can determine if the Employee gets access to the Mobile App. Add the E-Mail address and select the User Role.
To know more about Registration, read here: Registration and Access
NOTES:
- If you want to create an Employee with “Admin” or “Supervisor” Role, you must always grant "Application access".
- Please enter an E-Mail address to which the Employee has access. They will get a registration E-Mail and need to follow the instructions to register for CrewCenter.
Import Employees via CSV File
Use below steps if you want to add many Employees at the same time.
Step 1: Click on "Employees" and hover over the “+Create” button, then select “Import” to import Employees via CSV file.
Step 2: Download the template, fill in below fields and upload it to CrewCenter.
- First Name: Enter the Employee's given name. This field is mandatory and will appear on all official records.
- Last Name: Enter the Employee's family or surname. This field is mandatory for identification purpose.
- Nick Name: Enter a preferred or informal name the Employee uses. This field is not mandatory.
- Phone Number: Enter the Employee's valid contact number. It can be used for internal communication or verification. This field is not mandatory.
- Company Name: Specify the name of the company or division Employee belongs to. This field is not mandatory.
- Employee Id: Enter the ID assigned to the employee by the organization. This field is not mandatory.
Note: If you do not add values in any mandatory fields, you will get error as below and import for the Employee will get rejected by the system:
Once file is uploaded, all Employees will be visible in the “Employee” tab. Now you can edit each Employee (see next article section) to define the user role, supervisor and whether the Employee has access to the Mobile Application.
Note: If you upload duplicate Employee details which is already available in the system, you will get message as below.
System will ignore the already available Employee and all other Employee details which are not available in system will get uploaded.
How to Edit Employees
Within the “Employees” tab, click on the three dots on the right side of the relevant Employee and click on “Edit”. You can now edit all Employee relevant data.
NOTE:
Revoking access or changing of the role may take up to 1 hour to take effect. Please make sure it doesn't affect the working flow of your employees.
How to Archive Employees
Under this feature, you can mark certain Employees as "Archived" so that they are hidden from the most views and lists in the system. This does not delete the Employee or their data. You can Archive by clicking on the three dots on the right side of the relevant Employee in "Employees" tab, then click on "Archive"
How to Delete Employees
Within the “Employees” tab, click on the three dots on the right side of the relevant Employee, then click on “Delete”.
NOTE:
Deleting the Employee will remove all personal data from the system and tracked time will become anonymous. This action cannot be undone.