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 are needing further detail for the HR Process or to make a decision or taking an action regarding a specific Crew Member for your company or agency, the Crew Profile Detail is a great place to start.
To access Crew Profile details, you can navigate to the Crew Members detail through:
- Clicking on Crew Name on the Crew Members Grid (or anywhere else that Crew Name appears blue and hyperlinked, such as the Invite or Offers page)
- Clicking on the Detail icon from the Crew Member Flyout
At the top of the Crew Member detail page, the Crew Member's Profile Picture, Crew Name, email, phone number and star count is displayed. There is also a blue Message button that you can use to directly message the Crew Member. This basic information is static across all tabs on the Crew Member Profile.
Below the basic information, there are various tabs that contain different modules and information.
The first page that you see when you reach the Crew Profile Detail page will be the Overview (Detailed Article Coming Soon).
The tab/section that you are currently viewing will be highlighted with a blue line underneath the tab.
Tabs available on the Crew Profile Detail page include:
- Overview: Contains an overview of important information for your Crew Member such as Legal Name, Preferred Name, Addresses, Contact Information, Crew Stats, Account Information and Violations, Tags, Groups, Notes and Additional Information (such as information collected from custom questions during the registration process).
- HR: Contains HR-specific information for your Crew Member such as Hire Date, Termination Date, HR Status, Birth date, Social, Office Location, Verification Status and Account Status.
- Experience: Contains any references and reported previous work history associated with your Crew Member.
- Position: Contains both the Default Rates section and a section for Positions, where you can add or remove positions for your Crew Member as well as set default Pay and Bill Rates by position, add notes and assign a level to each individual position.
- Compliance: Contains License Management and Certifications Management sections, where these types of documents can be added, reviewed and verified.
- Documents: Contains both documents that have been Uploaded by Crew Members and Dynamic documents completed in Workflows, such as Onboarding documents.
- Work History: Contains a module which allows administrators to search through the Work History of your Crew Member by date, Offer Sub Status, Client and if there is a review associated with the Offer.
- Availability: Where you can review and edit your Crew Members' availability and unavailability in a list format.
- Payroll: Banking information