The Crew Profile Detail contains more information on your Crew Members than the Crew Members Page and allows you to make many changes and review more detailed information than the grid or flyout. If you need further detail for the HR process, to make a decision, or to take action regarding a specific Crew Member for your company or agency, the Crew Profile Detail is a great place to start.
How to Access Crew Profile Details
To access Crew Profile details, you can navigate through:
- Clicking on the Crew Name on the Crew Members Grid (or anywhere else the Crew Name appears as a blue hyperlink, such as the Invite or Offers page)
- Clicking on the Detail icon from the Crew Member Flyout
Basic Information
At the top of the Crew Member detail page, the following information is displayed:
- Profile Picture
- Crew Name
- Phone Number
- Star Count
- Message Button (to directly message the Crew Member)
This basic information remains visible across all tabs on the Crew Member Profile.
Tabs and Navigation
Below the basic information, there are various tabs that contain different modules and information.
The first page you will see when you reach the Crew Profile Detail page is the Overview.
The tab you are currently viewing will be highlighted with a blue line underneath.
Tabs Available on the Crew Profile Detail Page
Overview
Contains an overview of important information such as Legal Name, Preferred Name, Addresses, Contact Information, Crew Stats, Account Information and Violations, Tags, Groups, Notes, and Additional Information collected during registration.
HR
Contains HR-specific information such as Hire Date, Termination Date, HR Status, Birth Date, Social, Office Location, Verification Status, and Account Status.
Experience
Contains references and reported previous work history associated with the Crew Member.
Position
Contains Default Rates and Positions. You can add or remove positions, set default Pay and Bill Rates by position, add notes, and assign levels.
Compliance
Contains License Management and Certifications Management, where documents can be added, reviewed, and verified.
Documents
Contains documents uploaded by Crew Members and dynamic documents completed through workflows, such as onboarding documents.
Work History
Contains a module that allows administrators to search work history by date, Offer Sub Status, Client, and review status.
? Availability
Allows you to review and edit Crew Member availability and unavailability in a list format.
Payroll
Contains banking information.
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