How to manage employees (create, import, edit, archive, delete) in CrewCenter

  • Updated

Overview 

Roles: Admin | Interface: Web

This article explains how administrators can manage employees in the web version of the application. It describes how to create employees manually or by import, and how to edit, archive, or delete them in the web app.

Note: Role permissions and access differ by role. For a complete overview, see the linked article in More Information.

 

Create employees manually 

Use this option to add one employee at a time in the Web app.

 

 

  1. Go to the Employees tab.

  2. Hover over +Create, then select Create.

  3. Fill in the employee fields:

  • First name 
  • Last name 
  • Nickname 
  • Phone number 
  • Company 
  • Employee ID – Unique identifier within the company.

 4. In Reports to, select the supervisor the employee reports to.

 5. To give the employee access to the mobile app, enable Application access.

 6. Once Application access is enabled, enter the employee email address and select the user role employee/supervisor/admin.

  7. Save the employee.

Notes: Use an email address the employee can access. CrewCenter sends a registration email to that address.

Important: The email address cannot be changed. If an administrator enters an incorrect email address for a user, the user must be archived or deleted and a new user must be created with the correct email address.


 More Information

How to download the file template for importing employees

Use this option to add numerous employees at once.

 

 

 

  1. Go to Employees.

  2. Hover over + Create, then select Import.

  3. Click “Download file template” to download the import template.

  4. The template will be downloaded as an .xls file and saved to your local machine in download area.

     

How to import the file template for importing employees

 

  1. Open the Employee-template file in .xls and fill in the following fields:

Mandatory:

  • First Name 
  • Last Name 

Not mandatory:

  • Nick Name 
  • Phone Number
  • Company Name
  • Employee Id 

     2. Click “Drag & drop file here, or click here to browse” to import your file

 

 

    3. Select the location where you file is saved and click Open

 

 

     4. The file is loaded automatically and new users are created. 

     5. A pop-up appears confirming the number of employees successfully imported.

 

 

Possible warning if the import file is not filled in correctly

 

If any mandatory fields are missing, the import will be rejected. After uploading the file, the Admin will see the warning message below in the middle of the screen.

 

 

If duplicate employee details already exist in the system, CrewCenter ignores the already available employee and imports the remaining employees that are new. Admin will see the below warning:

 

 

After the import, employees appear in the Employees tab. Edit each employee to set the user role, supervisor and mobile application access.

 

Edit employees 

 

 

  1. Go to the Employees tab.

  2. Find the employee you want to change.

  3. Select the three dots menu, then select Edit.

  4. Update the employee details, then save.

     

Revoke employee access

 

  1. Go to the Employees tab.

  2. Find the employee you want to revoke the access.

  3. Select the three dots menu, then select Edit.

  4. Toggle off "Application access", then save.

Note: Revoking access or changing the role may take up to 1 hour to take effect.

 

Changing the employee role

 


 

  1. Go to the Employees tab.

  2. Find the employee you want to change the role

  3. Select the three dots menu, then select Edit.

  4. Toggle off "Application access", then save.
     

Archive employees 

 

 

  1. Go to the Employees tab.

  2. Find the employee you want to archive.

  3. Select the three dots menu, then select Archive.

Note

  • Archiving hides an employee from most views and lists, but does not delete the employee or their data. 

  • Licenses assigned to archived employees do not count toward the total license usage.

 

Delete employees 

 

Deleting removes personal data from the system and anonymizes tracked time. As a result, all previously recorded entries associated with that user will be displayed as “Deleted user.”

 

Important: This action cannot be undone.

 

 

  1. Go to the Employees tab.

  2. Find the employee you want to delete.

  3. Select the three dots menu, then select Delete.

Note: To delete a user, you must first archive them. See section "archive employee".

 

More Information

CrewCenter Roles and Permissions 

Registration and Access for CrewCenter: Roles, Permissions, Platform Availability and password reset

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