NextCrew

Pay Codes

Pay Codes in the NextCrew system are designed to be used with external payroll systems, providing the flexibility to add and utilize new pay codes at any time. These pay codes are also linked to payroll report templates, ensuring that the relevant codes are associated with the appropriate reporting. This functionality allows for seamless integration with external payroll processes and the customization of pay codes to align with specific payroll requirements.

Line of Business

The Line of Business feature in NextCrew is utilized by customers with multiple lines of business, such as healthcare, industrial, events, catering, and hospitality. NextCrew is specifically designed to handle all of a customer's lines of business, providing tailored solutions for each within a single, integrated platform. This flexibility makes NextCrew suitable for companies with diverse operational needs, allowing them to efficiently manage their various lines of business within the system.

Workers Comp Codes

In NextCrew, you can track workers' comp codes, which are added at the job level and automatically included in the relevant reporting. This feature enables you to manage workers' compensation information efficiently within the system, ensuring that the appropriate codes are associated with the relevant jobs and reports. This functionality is designed to streamline the tracking and reporting of workers' comp codes, providing a comprehensive solution for managing this aspect of workforce management within NextCrew.

Follow Up Statuses

The NextCrew platform offers a lightweight CRM (Customer Relationship Management) capability, allowing users to manage contacts and follow-up statuses for prospective clients. This feature functions similar to a traditional CRM, enabling users to track and organize their interactions with potential clients. While NextCrew is not a full-fledged CRM system, it provides functionality to maintain client-related information, including contact details and social media references, within the platform. This capability is designed to support efficient client management and engagement, complementing the platform's workforce management features.

License Types

The License section in NextCrew is utilized by Crew Members. When new types are added to this section, they become available on the mobile app, allowing crew members to upload their licenses. Additionally, licenses have a workflow notification attached, which can be set to 30, 60, or 90 days. This notification can be sent to anyone within the company, informing them that a crew member's license is set to expire in the specified timeframe. The crew member will also receive the notification as a reminder to upload a new license

Certification Types

The Certification section in NextCrew is utilized by crew members to manage their certifications. When new types of certifications are added to this section, they become available on the mobile app, enabling crew members to upload their certifications. Common certifications that are uploaded include the TABC card for hospitality and catering, as well as PALS certificates for healthcare. The platform provides a straightforward process for crew members to add and update their certifications, including the ability to attach supporting documentation such as images. 

Referral Sources

The Referral Sources feature in NextCrew is used in conjunction with the Registration page. When utilizing the registration page, whether for cold registration or inviting individuals to register, referral sources are displayed for new crew members to select. This allows them to indicate where they learned about the company or the specific source that led them to register. This feature provides valuable insight into the effectiveness of different recruitment channels and helps companies understand how individuals are introduced to their organization.

Document Categories

The Document Categories feature in NextCrew provides an additional section for crew members to upload documents that may not fit into the licenses or certifications categories. This allows for the housing of various documents on their profile. Customers commonly use this section for resumes and video links to video bios, offering a versatile way to manage a wide range of document types within the platform

Human Resource statuses

The Human Resource statuses in NextCrew are optional but are commonly used by customers to organize their on-boarding process. These statuses can be utilized with or without an external ATS (Applicant Tracking System). By default, all portals start with New, Hired, Terminated, and Resigned statuses. Other common additions from NextCrew customers include Interviewed, Interviewing, Disabled due to lack of inactivity, DNU (Do Not Use), Do Not Hire, and Temps. These statuses provide a flexible framework for managing the on-boarding and employment lifecycle within the NextCrew system

Group Categories

The Group Categories feature in NextCrew is universally utilized by every customer. It enables the grouping of crew members for expedited invites, messaging, and reporting. Additionally, groups can be created for both crew members and admins, with specific permissions applied to each group, allowing or disallowing access to certain areas of the system. This feature enhances operational efficiency and security by streamlining communication and access control within the platform

Tags

Tags in NextCrew function similarly to groups, allowing users to employ them in the same manner as groups, with the exception of adding permissions. Additionally, tags can be applied to timesheets to specify particular information for the accounting and payroll team. This feature provides a flexible way to categorize and manage crew members and timesheet data within the platform, enhancing organizational and reporting capabilities

Lead Sources 

The ability to track the lead source for prospective clients is a feature offered by NextCrew's lightweight CRM. This functionality allows businesses to monitor and analyze the channels through which leads are generated, providing valuable insights for marketing and sales strategies. While NextCrew's CRM is not as robust as dedicated CRM systems, it offers essential client management features, including the ability to track lead sources, which can be beneficial for businesses seeking to understand the origins of their client base and optimize their lead generation efforts

Lead Source Statuses

The lead statuses feature in NextCrew's lightweight CRM allows for the tracking of different stages in the lead management process. Common lead statuses used include "Lost," "Won," and "Lost (not a good fit)." These statuses provide valuable insights into the progress of leads through the sales process, enabling businesses to effectively manage and analyze their lead pipeline.  

Offer ( Sub Status ) 

The sub-statuses feature in NextCrew is used to indicate the specific actions taken on an offer. For instance, a crew member might mark their interest in a job, and the next step could involve sending their information to the client for approval to hire. In this scenario, the main Offer status would be "Interested," and the Offer sub-status could be "Submit to client for approval" or "Waiting approval." This functionality provides a detailed view of the stage of the application process, allowing for clear tracking of candidate progress and actions taken on offers

Client Account Types

The client account types feature in NextCrew's lightweight CRM allows for the creation of various client types, with common examples including "Prospect," "Vendor," and "Client." This functionality provides flexibility in categorizing and managing client accounts within the platform, catering to the diverse needs of different businesses.