Crew Leaders: Crew Sheets
- Melissa Girtz
- Gabrielle Fuchs
After enabling Crew Sheets, agencies have the option for a crew leader to enter a single entry on their timesheet and then copy that entry to the rest of the individuals in their crew.
Rights Setup for Crew Leaders:
To set up crew leaders (these individuals will have the ability to create a crew sheet), click on ‘Modify’ next to the user(s) in the User Management tab of Administration.
On step 2 (Membership), select ‘Crew Leader’ as a group for that user.
Click on ‘Save & Exit’.
Using Crew Sheets:
The crew leader will fill out the timesheet, including all equipment and inventory used by the crew.
Once the time entry is saved to the crew leader's timesheet, the crew leader will click on ‘Copy’ to copy the entity to other members of the crew.
On the timesheet entry, click on ‘Create Crew Sheet’.
4. The crew leader will now fill out the crew sheet, selecting each employee and hours/hour types by employees. Each hour type must be entered separately.
5. Click on ‘Save’ to save the additions.
6. Once saved, the entry will now show on each employee’s timesheet and approval page. Any entries created by a crew sheet will be noted as ‘Crew Sheet’.
7. Employees can approve their timesheets and/or enter additional entries, even for the same day a crew sheet was created.
Editing a Crew Sheet:
To edit a crew sheet, the crew leader will first click on ‘Edit’ next to the crew sheet entry that they want to edit.
If the entry is being modified to note a different project, activity, equipment, etc.. the crew leader will make the modifications on their own timesheet and save. These changes will be reflected on all crew member timesheets.
If the crew leader needs to modify employee (crew member) entries, then the crew leader will select ‘Edit Crew Sheet’ on the left.
2. The crew leader can remove any employee entries, modify employee hours/hour types, or add additional crew member information before clicking on ‘Save'.