Manage Crew

The 'Crew Assigned' screen lets contractors manage allotment of their crew members and other field workers, to the project. You can allot different groups of crew members to different shifts. Each group is supervised by the foreman assigned to that shift.

• Foremen receive the tasks assigned by the project manager on their mobile app and create weekly or short-term pull schedules depending on various factors like material availability, site situation, weather, etc. They assign crew and set up actual start dates for each pulled task.
• Each field crew member receives their task on a daily basis, works on them, and marks their timesheets through their mobile app. 

Depending on various factors like the demand, resource availability, work progress, schedule deadlines, etc., you can dynamically schedule and assign crew members to different projects and to different work shifts. The foreman can assess the resources allotted to their shift and assign field tasks to them accordingly.   

Prerequisite: The crew members you want to add to a project should have already been added as employees to your company account. This includes your regular staff and workers hired on an ad-hoc or temporary basis, like truck drivers, machine operators, skilled artisans, etc.

Open the 'Crew Assignement' screen

• Open the management console of the project
• Click the app launcher  , then select 'Field.'
• Click 'My Crew' on the top, then choose 'Crew Assigned' on the left

The screen shows the foreman and the crew members allotted to each shift.

• Choose a crew member to view their details on the right pane

The 'Site Crew' menu allows you to:

• Add crew members to work shifts
• Reassign members to a different work shift
  • Move a single member
  • Move multiple members at a time
• Remove members from the project
  • Remove a single member
  • Remove multiple members at once

Add crew members to work shifts

• Open the 'Site Crew' menu
• Click the '+' button at the top right.

The 'Add Members' interface shows the list of employees of your company, assigned with 'Field Crew' and 'Foreman'  roles.

• Select the employees you want to add to the shift from the list
• Click 'Add'
• Select the shift and date from which the crew members are to be added:

• Start date - The date from which the selected crew members can actively work on the shift. The members will be enrolled in the project on that date and can punch their time cards on the site only from then onwards. Use the calendar to choose the start date.
• Shift - The work shift to which the workers are assigned. The dropdown shows the shifts that are configured for the project site. Choose the shift from the dropdown.

• Click 'Done' for your settings to take effect.   

The workers are added to the project active crew list for the chosen shift:

• Repeat the process to add crew members for the other work shifts.
• You can view the members assigned for each work shift by selecting the shift from the top left. 
• Click a crew member to view their details on the right pane. 

Reassign members to a different shift

You can move crew members from one shift to another, for various reasons like resource reallocation, etc.

• Move a single member
• Move multiple members at a time

Move a single member

• Open the 'Site Crew' menu
• Choose the shift to which the member is assigned currently
• Click on the member card to open their details pane on the right
• Click the button at the top right of the details pane.

• Select a Date - Choose the date from which the member to move to the new shift
• Select Shift - Choose the shift to which the member has to be reassigned

• Click 'Edit Shift' for your settings to take effect  

Move multiple members to a different shift at a time

• Open the 'Site Crew' menu
• Choose the shift to which the members are assigned currently
• Click the button at the top right to open the 'Edit' interface
• Select the members using the checkboxes on their cards

• Click the  button at the top right  

• Select a Date - Choose the date from which the members to be assigned to the new shift
• Select Shift - Choose the shift to which the members are to be reassigned

• Click 'Edit Shift' for your settings to take effect   

Remove members

You can remove crew members from a project, for example, to assign them to new projects, vacation, furlough, termination, etc.

• Remove a single member
• Remove multiple members at once

Remove a single member

• Open the 'Site Crew' menu and choose the shift from which you want to remove a worker
• Select a worker to open their details pane on the right
• Click the button at the top right of the details pane

• Select a Date - Choose the date from which the member is to be removed from the project
• Click 'Remove' for your changes to take effect

Remove multiple members at once

• Open the 'Site Crew' menu
• Choose the shift to which the members are assigned currently
• Click the button at the top right to open the 'Edit' interface
• Select the members using the checkboxes on their cards

• Click the button at the top right

• Select a Date - Choose the date from which the members are to be removed from the project
• Click 'Remove' for your changes to take effect