📝 Summary

This article explains how to create and manage crews (teams of people) in Workforce Management. Crews help worksite users track team members, monitor who is on-site, manage notifications, generate timecard reports, and view skills matrices.

Steps:

1. Create a new crew

Step 1: Access the Create New Crew page
Go to Workforce Management → Create New Crew, or click the New Crew button from the All Crews page.

Step 2: Enter crew details

• Select the Worksite (if you have access to multiple worksites)

• Enter the Crew Name
• Add a Manager with their email and mobile number for notifications

Step 3: Save the crew
Click the Save button at the bottom right to create the crew and proceed to add employees.

2. Add employees to a crew

Step 1: Click the Add Employees button
Select employees to add using one of the following methods:

• By Company
• By Name or ID
• From the Employee List

Step 2: Filter and manage selections

• Filter employees by Inactive or Deactivated status
• To remove selected employees, click Remove or Unselect

3. Track and manage crews

Once created, crews can be managed from the All Crews page:

• View Crew Name
• Click to open Crew Details
• View Number of Employees
• View Creation Date
• Use the Search Bar to find crews
• Click Edit to update crew details

4. Crew Details Page

Details Tab

• Edit Crew Name
• Add or remove Managers
• Configure Notifications and Alerts
• Click Save to apply changes

• Click Delete to permanently remove the crew

  ⚠️ Deleted crews cannot be restored

Employees Tab

• View all crew members
• Click Add Employees to include more
• Use checkboxes to Remove Employees (bulk deletion supported)

Timecards Tab

• View crew member timecards
• Export timecard data to Excel or CSV
• Use Add Punch if you have custom permission

On-Site Now Tab

• View which crew members are currently on-site
• Export on-site data to Excel or CSV

💡 Tips

• Use crews to streamline reporting and compliance tracking
• Assign managers to receive alerts for overstay, fatigue, and other notifications
• Regularly update crew membership to reflect current team structures

📚 Related Articles:

• Understanding the crew management overview in EPP
• Understanding the all crews page in EPP