Legacy How-To

Give Task Permission to User(s)
After you've added users to your task, we recommend that you grant a few users permission. To grant permissions: 1. Open the task 2. Go to the ...
Wed, 13 Mar, 2019 at 9:47 AM
Reset an Electronic Document
1. Click on the Title of the Document 2. Move Status to Open 3. Assign To send back to the individual selecting their name from drop down menu 4....
Fri, 19 Mar, 2021 at 12:41 PM
Internal Note Category
1. Click on NETWORK you will be redirected to the My Crew page 2.  Click on the Crew Member's Detail Tri-bar 3. Scroll down to Internal Notes (adm...
Tue, 9 Mar, 2021 at 9:25 AM
Allow Prospects to Post Request Orders
NextCrew allows for potential clients to create a job order and request staff for shifts. From your NextCrew landing Page a Prospect can complete a job orde...
Wed, 13 Mar, 2019 at 9:47 AM
Add a New Client
Video walk through Step by Step Directions 1. Navigate to the NETWORK menu then the Clients tab  2. Click ADD 3.Type in Client Nam...
Tue, 16 Nov, 2021 at 1:15 PM
Add Clients Preferred Crew Members
To Add Crew Member Preference by Client: 1. Navigate to the Clients page then select the Client  2. Scroll down to Crew Preference then click ADD 3....
Wed, 13 Mar, 2019 at 9:49 AM
Add Worker Comp Code(s)
One of the primary components of pricing workers' compensation insurance is classifying a risk, or workplace exposure, within the proper NCCI workers co...
Wed, 13 Mar, 2019 at 9:50 AM
Manage Rate Configuration
Create a Rate Configuration: 1. Navigate to the SETTINGS menu then the Rate Configurations tab 2. Click ADD 3. Fill in all fields in the Add New ...
Wed, 13 Mar, 2019 at 10:44 AM
Sync New Rate Configuration
After creating the Rate Configuration you may want to sync to a client account or order. Below you will  be provided with steps for both sync options. S...
Sat, 30 Jan, 2021 at 2:52 PM
Grant Client Access
When an administrator grants access to their system the admin is simply creating a client user to do the following (click here to view all): View Talent P...
Wed, 17 Feb, 2021 at 3:40 PM