NextCrew Implementation and Software Service Process and Policies
Purpose: As a company, we feel full transparency is vital to a successful partnership. We have provided a detailed list of each of our policies below.
Contract Signed
Invoice sent and paid for setup cost*
Discovery Call (1 hr)
Portal Creation (3-5 business days upon receipt of Logos and links)
Data import (3-5 business days upon receipt of finalized data)
E-Docs (7-10 business days upon receipt of finalized data)
Training (Five total - 1 hr. weekly calls)
Q&A (Five total 1hr. weekly calls)
SOP Sign Off – You are live in the System!
Monthly Invoice & Software License will start
*Should any extra customization come up during the 10-week implementation, there will be an additional fee*
NextCrew Policies and Procedures
Implementation Policies
Data Import
All data is required to be sent in the NextCrew Data template and Link provided after the Discovery Call. Data with incorrect information or wrong information will be ignored.
We will import client and employee information. We will not be able to import past jobs and assignments. We are also unable to import attachments and documents through the standard import. If the import of documents is required, we will provide a template and additional fees will be assessed.
*An additional fee will occur upon Request for the removal of data and reimporting of data. *
You will be instructed on how to import your own as well - up to 500 at a time.
If you need to import data elements separate from the original template, feel free to get in touch with your Customer Service Rep.
Onboarding Documents (E-Docs) Setup
Included documents in the setup
I9 – W4 or I9**
State Tax Docs**
Background Check Authorization
1 Contract
1 Handbook
*Any additional documents may have an additional fee *
** Legally, we cannot change federal and state documents for compliance purposes. Additionally, we will not be able to guide legal documents for your company. If you have questions regarding changing documents, please consult your HR advisor.
Onboarding Documents (E-Docs) Modifications
After initial document setup, if document modifications are needed, we will provide an estimate to approve based on the changes required.
Training Policies
The Training process requires coordination from everyone and time commitments from all team members. Training starts after the setup cost has been paid, data has been imported, and e-docs have been uploaded.
NextCrew Liaison
Due to processes changing within your company and how you utilize NextCrew, a Liaison needs to be selected. This person is the liaison between your company and NextCrew – They will handle incoming questions from your team and filter them to NextCrew as needed. They will also conduct any training for future team members that join your company. NextCrew does not provide training to New Team members after the Training and implementation period, as we will not know all of your company procedures and processes.
During Training, we provide:
Outline for the project
Live Training
Individual Training Links
Full recordings of each live meeting/training
Syllabus of over 500 articles, tutorials, and walkthroughs
Detailed Recaps after each meeting
Training Agenda
Training 1 – 5 (each training is 1 hour)
After each training, there is a training exercise to be completed before the next meeting.
It is recommended that the training exercise for each session is completed, and we have an agreement from the NextCrew Liaison that they understand the process
All trainings are recorded for anyone to review the entire session or segment.
If the Training Exercise is not completed from the previous week, we will not be able to move to the next training session. The meeting will then be rescheduled.
Weekly meeting – 5 weekly occurrences
After the five trainings we will have five weekly meetings to discuss
Q & A – 1 hour each
For us to have a productive meeting, an agenda of questions must be sent at minimum 24 hours before the meeting so that we can prepare the answers accordingly and check with the development team if needed.
Cancellation of meeting requires at least 24-hour notice
Additional Training will incur a fee
If you have a new team member, we recommend that you share prior training videos and connect them with your NextCrew Liaison within your company.
One-on-one/Refresher training will be an additional cost of $150 / hr.
SLA (Service Level Agreement) Policy
Support
We have over 500+ topics online for internal users (admins), crew members, and clients.
Our support and training are for internal staffing users (admins); we do not support crew members and clients of staffing agencies unless there is a technical issue.
You can schedule a meeting with your customer success manager using their Calendly link by providing a list of questions ahead of the meeting so that we can be prepared and have a productive discussion.
Support is available M-F 9-5 CST
For questions/issues, please email support@nextcrew.com for the fastest response.
To resolve any issue as quickly as possible - please provide specific details/screenshots and steps taken to give our development team a better idea to re-create the problem.
We do not provide support via SMS/Text
If you need to call, please call our support line at 312-757-4488 and leave a message - if we are not available, we will call back.
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Customization Policies
Customization Requests
Custom features require a meeting to discuss and may have an additional fee to complete the request.
Please request the customization template from your CSR, and after reviewing the request, we will provide an estimate of completion.
Custom Reports: $150/report
Must be sent over with a detailed excel file that includes:
Columns– with a description of the data needed in each column
Column Header Names
Filters for the Report Screen
Default sort order for the report screen if applicable
Payment Policy
Payments are due within ten days of receiving an invoice. Delay in payment may result in interruption of service.