If the crew lead is going to be a user and log in to the application to fill out a timecard, then follow these steps. Please note, they still have to be a Person and an Employee record prior to proceeding with these steps.

 

1. Create the user account

2. Assign the person to a company

3. Assign the person to one or more Projects with the necessary permission level

• Timecard Crew Lead is the general/default permission role, but each Company could define their own permission role for a crew lead)
• Each assigned project will be default use the "Company Default Role", but that project specific role can be modified

4. Within the Projects section, check the "crew lead" checkbox for each project where the user should be a "crew lead" 

5. Click the Save button in the top right corner

 

 

If the person needs to be set up as a crew lead, but is not going to be the main person filling out the timecard, there is another way to set up the the person as a crew lead without them having explicit access. Please note, they still have to be a Person and an Employee record prior to proceeding with these steps.

 

1. Access time cards by clicking “Open” under the time card module.    

2. Go to the “SETUP” tab on the top left side of the screen.   

3. On the left side of the screen, click the icon that says “Foremen.” 

4. Assign the crew lead to the project. 

   • You can assign crew lead from the list of employees under “Employees Available” by either searching their name or scrolling through the list. 

   • Select the name of the person you would like to choose by clicking on their name. Assign them as a crew lead by clicking on the arrow pointing to the right (the top arrow). 

   • When you are done adding crew leads to the project, press “SAVE” in the top right corner.

 

 

Note: As of 4/18/2024, when adding an employee as a crew lead within this screen, if the employee has an active user account which has a default role to the company the project resides within, the user account will automatically receive the default role permissions to the selected project they become a crew lead on. This will not happen if:

 

1. The employee does not have a user account

2. The employee does not have access and a default role defined to the company the project is in. 

 

When/if a crew lead is removed, their access will be removed as well: