CrewCard

Frequently Asked Questions

First, you will need to add this requirement as a qualification. To do this, add a new qualification by going into settings and selecting ‘Qualifications’ from the menu on the left hand-side, then enter the name of the qualification and save.

Then, you will need to link this qualification to an ability. To do this, hover over the tab ‘Contacts’, then under ‘Crew’, click on ‘Crew Abilities’. Add a general ability with a description that includes ‘COVID-19 vaccination certificate’ for example. Click on ‘+ Add Ability’ located on the top left-hand corner, and fill out the fields that are displayed on the screen and save.

Edit the ability by pressing the edit icon located on the right-hand side. Add a qualification using the drop-down menu under ‘Qualification’, and select the qualification you require your staff to submit.

Then, go to settings, locate the ‘Recruitments’ subheading, then click on setting 21 “Enable Abilities for applicant to select upon sign up”. Select the requirements you would like to assign and then using the arrows, move the availability to ‘Assign Abilities’ To ensure that recruits select this ability on the sign-up page, remove the other abilities from this section so that they are required to upload the relevant documentation, and press save.

Therefore, an option for ‘General Staff’ will appear on the recruits’ sign-up page, which they can select. As this ability is linked to the qualification ‘COVID-19 vaccination’, they will be required to upload their vaccination certificate, otherwise they will be blocked from assigning shifts.

First, you will need to add this requirement as a qualification. To do this, add a new qualification by going into settings and then selecting ‘Qualifications’ from the menu on the left hand-side, enter the name of the qualification, and save.

Then, you will need to link this qualification to an ability. To do this, hover over the tab ‘Contacts’, then under ‘Crew’, click on ‘Crew Abilities’. Add a general ability with a description that includes ‘COVID-19 vaccination certificate’ for example. Click on ‘+ Add Ability’ located on the top left-hand corner, and fill out the fields that are displayed on the screen and save.

Then, edit the ability by pressing the edit icon located on the right-hand side. Add a qualification using the drop-down menu under ‘Qualification’, and select the qualification you require your staff to submit.

Then, scroll down to ‘Available Crew’, select ‘All crew’ and move them to ‘Assigned Crew’ by using the arrows, and save.

This will then assign a qualification to each crew member, which can also be viewed on their app under ‘Qualifications’, and require them to upload their relevant documentation. 

 

As a condition of push notifications, users must be logged into the CrewCard app in order to receive the notifications sent by you. It is recommended that you also send out SMS messages to your crew to ensure that they receive any messages you wish to communicate to them.

If you have no SMS credits left, the messages you send will appear as ‘queued’. As soon as you purchase more credit, they will be sent immediately.

Tags are useful for descriptive purposes when identifying a crew member. For example, for a crew member that is a team leader, you could type ‘Team Leader’ in their tag in their crew profile. This tag will appear under their name when assigned to shifts. 

Ranks are useful for assigning experienced staff to shifts as staff appear according to their rank. Their rank is determined by a number of factors, including score, bias, hours, experience, reliability, and recent activity. Clients can rate staff based on these factors, and their rank will reflect an average of these scores which will be displayed on the crew members’ profile.

The employee ID is useful for payroll and financial purposes. Softwares such as MYOB can use the employee ID to identify the crew member in invoices and other financial documents. 

There is a ‘no expiry date’ option on the CrewCard app. However, on the website, you should choose a date that is far into the future, for example ‘31 December 2030’. This will ensure that your documents will continue to be valid.

Yes, your clients are able to view shifts, timesheets, and other details through their portal. It is recommended that they use the CrewCard app to access this information.

Documents that provide information or instructions for jobs are helpful for staff and provide them with a more in-depth understanding of what is required from them. To add documents to job sheets, hover over the ‘Jobs’ tab, then click ‘Jobs’. Click on the job sheet of the crew member you would like to add the document to, scroll to the bottom, and click on ‘+ Add Induction’ or ‘+ Add Instructions’.

If your staff report any issues with the CrewCard app, before contacting support, it’s important to perform the following steps to avoid incurring extra charges:

1. Login to the Crew Member’s account and check the issue. If the app works as expected, the issue might be connected to the user or their handset.

2. Advise the user to update their handset operating system to the latest version.

3. Advise the user to download the latest version of the CrewCard App.

4. Advise the user to enable location services (iOS & Android) and google location accuracy is on (Android) for the CrewCard App.

5. Make sure that the user time settings is set to 24 hours time.

If the issue persists, please contact support@personnelmanager.com.au and please be sure to clearly explain the issue and attach a video screen recording or screen shots so that our team can rectify.

View on WebPage

1. Update your handset’s operating system to the latest version.

2. Download the latest version of the CrewCard App

3. Enable Location Services (iOS & Android) and Google Location Accuracy is on (Android) for the CrewCard App.

View on WebPage

1. Hard Refresh for Windows users: hold down Ctrl and then press F5 on your keyboard.

2. Hard Refresh for Mac users: hold down Command and Shift and then press R on your keyboard.

 Booking confirmation will be received by the client (client’s email address registered in Client Page) and Primary Booking or the booking person.

Clients email address can be found in the Clients Page. Go to Contact and Select Clients under Clients column.

Select the Client and Click the edit icon in the Clients page. Under Client overview, go to Primary Booking.

Select Associated on the side menu and select Booking Persons.

When booking a job the one who will receive the Booking confirmation is depending on the client selected and booking person during job creation.

Clients, Supervisor, Team Leader and Project Manager can receive a Daysheet email however the client can only approve the daysheet. To select who to receive the daysheet email, Simply go to General Settings and scroll down until Day Sheet Email. Tick the checkboxes applicable if you require them to receive the DaySheet email.

Users who are in the Invoice loop,  added  users or users which was added in the Clients Profile>> Accounts.

In the Invoice page, scroll down at the bottom part of the page and go to the invoice loop section. You may select the user(s) who you wish to receive the invoice or add a new user using the last row.

You may also add a new user by going to the client profile>> Accounts

 

Crew, Client and Admin can access the Portal using the Portal link provided  and enter their login credentials.

Admin is the person who administers or manages the daily job  or transaction however they have limited access compared to superuser. You can check the login credentials in Admin Settings>>Account Details>> Administrator User Login Details>> Setting# 25 & 26

Superuser are the one with special privileges needed to administer the system.

 Incompatibility function, ​​This will remove the selected crew name from the list of the available crew when assigning, offering and confirming shifts to a particular client.

 

Go to Contacts and select Incompatibility under the staff column.

Select the Client Name, Crew Name and Reason for Incompatibility then click the Add button.



Crew will not be assigned from any shifts to the Client selected.

Crew Groups, Allows you to create different groups for different types of clients and staff. 

 

Go to Contacts, Select Staff Groups under the staff column.




Enter the Crew Group Name, Sort no., Select Crew which is part of this group and Select Client which is also part of this group then click save button.

Go to Categories Page

Click Add Category

Enter the Category Name, 

Return to the Categories page and click on ‘Edit Rates’ on the newly created category. 

Edit the paid names and charge names by copying those in other categories for the first activity. Enter the paid rates and charge rates desired. Once done click the Save Changes button.

Check with the crew if they’re using the same email address for both clients.

  •  If the crew is using 2 different email addresses then the crew must sign in using the email address registered to your company.
  • If the crew is using the same email address for both clients than crew must sign in using that email address and crew would be able to see all shifts within the  one Crew account for both companies.

Shifts are not showing in the shifts page

  • Check if the crew accepted the shift offer from another client.

Supervisor will need to be assigned to a job to be able to see that booking. To assign the job to Supervisor, Go to the Job Sheet Page. Add a supervisor or select the supervisor then Send the SMS or Email Invite.

Go to General Settings and Select Email Template. Select the email template you want to modify, change the text or the content of the email template and click Save

To map an activity to a category, click administration drop down and select Categories.

Select the Category in which you want to map the activity.

Select the activity you want to map to the category by clicking the right arrow to move the activity to “Activities that are part of this Category. Once it has been added, click Save Changes button.

You may go to  Job Sheet page, Shift Edit page or Timesheet page to unlock the selected shift you wish to update the rate name. Make sure that Update Rates is selected and save it.

(Job Sheet Page)

(Shift Edit Page)

(Timesheet Page)