Overview
NextCrew 2.0 provides flexible configuration settings, empowering every staffing agency to tailor the platform to its unique operational requirements. These settings control key behaviors across business areas—such as onboarding, job matching, payroll, invoicing, and integrations—so agencies can achieve compliance, optimize workflows, and support client-specific needs.
Because configuration changes can significantly affect operations, it’s recommended that only authorized users with appropriate permissions manage these settings.
Navigation
To access configuration settings:
Go to Settings in the main menu.
Select System Configurations.
The screen displays area tabs:
Company
Recruitment
HR
CRM
Jobs
Timesheet
Payroll
Invoice
Integration
Click any tab to open its dedicated configuration page.
Use the search bar (top right) to locate specific options across all areas.
Configuration Tabs Index
| Area | Description | Example Settings | Link to Detail Page |
|---|---|---|---|
| Company | Firm-wide branding, communication, and core business defaults | Landing Page, Email Preferences | Company Configuration Details |
| Recruitment | Registration flow, candidate onboarding, job application rules | Office at Signup, SSN Requirement | Recruitment Configuration Details |
| HR | Tax classification, background info, onboarding standards | Default Tax, Felony Info | HR Configuration Details |
| CRM | Client record types, review management, client portal access | Hide Reviews, Task Module for Client | CRM Configuration Details |
| Jobs | Job matching logic, assignment, notifications, job order defaults | Exact Match, Radius, Privacy | Jobs Configuration Details |
| Timesheet | Clock-in/out rules, editing permissions, reminders, geo-fencing | Photo at Clock-In, Edit Lock, No-Show Logic | Timesheet Configuration Details |
| Payroll | Pay period settings, export formats, payroll integration | Week-Ending Day, Pay Period, First Payroll | Payroll Configuration Details |
| Invoice | Payment terms, invoice numbering, approval workflow | Due Date Offset, Workflow, Late Interest | Invoice Configuration Details |
| Integration | External system IDs, payroll/connectors, notification gateways | Paychex ID, UNA App Org ID, SMS/Email Config | Integration Configuration Details |