Crew integrates with UKG (formerly Kronos) Workforce Ready. If you use Workforce Ready for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. 

Take advantage of Workforce Ready's robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to organizations using Crew Enterprise. 

To enable the integration, follow the steps below.

Step 1—Workforce Dimensions Setup

First, you will need to obtain the following UKG Workforce Dimensions account details:

• Username
• Password
• Company Shortname

Step 2—Enabling the Integration

For an Enterprise Account

1. Log into Command Center
2. Tap on “Integrations” from the navigation menu
3. Locate UKG Workforce Ready and click “Add.” This will prompt you to enter your UKG Workforce Ready account details

You will be asked to map all locations in Workforce Ready to the corresponding organizations within Crew. This ensures that the right schedule data from Workforce Ready syncs to the right teams within Crew.

Once you’ve successfully connected to your Workforce Ready account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift. To view the same shift within Workforce Dimensions, simply click on “Kronos WF Ready” as the source of that shift, and you’ll be linked to Workforce Ready with a view that includes equivalent shifts.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com 

• Insufficient Workforce Ready permissions: Only Managers and Admins within Workforce Ready are able to add the integration. If you receive a message saying you have insufficient permissions, we suggest you contact the individual in your organization that would have admin permissions within Workforce Ready and ask that person to install the add-on.
• Workforce Ready team members not in your Crew organization: If there are members of your Workforce Dimensions team that aren’t part of your Crew organization or can’t be matched to a user in Crew, you’ll be prompted to invite those users or to resolve those users in the Alerts entry in your Chats/Inbox tab.
• Information updating from Workforce Ready to Crew: Information will be synced from Workforce Dimensions to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 30 minute delay from when a new employee, new shift, or schedule change in Workforce Dimensions is reflected in Crew.

Overview

Crew integrates with Slack to better connect frontline teams and office employees. Announcements can be sent ‘tops down’ from Slack into Crew, or teams can set up two-way messaging between Slack and Crew to better coordinate between frontline and home office teams. The Slack integration is available to organizations using Crew Enterprise.

Installing the Slack Integration

The Slack add-on can be installed from the Crew listing in the Slack App Directory or from your enterprise’s Command Center. Note: The add-on can only be installed by an administrator of your Crew enterprise.

You will be asked to grant Crew access to the Slack workspace that you want to sync with Crew.

Configuring the Add-On

Once installed, click Start Setup to configure the Slack channels that you would like to sync with Crew.

You can choose between Broadcast for one-way announcements from Slack to Crew and Messages for two-messaging between Slack and Crew:

•    Broadcast: Broadcast one-way messages to all of your frontline teams using Crew. Frontline team members will be able to react but not reply. Broadcast can be setup between a Slack channel and a set of Crew organizations.
•   Messages: Sync a channel in Slack with a group conversation in Crew, allowing two-way collaboration between home office employees and the right folks in the field. Messages can be sent between a Slack channel and a group conversation in Crew.

•  In either setup, reactions in either Slack or Crew will flow between Slack and Crew.

You will see a list of configured connections. Click Edit to change or remove a connection, and click Add new connection to add another connection.

Questions?

For help getting started, email slack-help@crewapp.com.

Crew integrates with UKG (formerly Kronos) Workforce Dimensions. If you use Workforce Dimensions for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. 

Take advantage of Workforce Dimensions’s robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to organizations using Crew Enterprise. 

To enable the integration, follow the steps below.

Step 1—Workforce Dimensions Setup

First, you will need to obtain the following UKG Workforce Dimensions account details:

• Username
• Password
• Client ID
• Client Secret
• Consumer Key
• Host name

Step 2—Enabling the Integration

For an Enterprise Account

1. Log into Command Center
2. Tap on “Integrations” from the navigation menu
3. Locate Kronos WF Dimensions and click “Add.” This will prompt you to enter your WF Dimensions account details

You will be asked to map all locations in Workforce Dimensions to the corresponding organizations within Crew. This ensures that the right schedule data from Workforce Dimensions syncs to the right teams within Crew.

Once you’ve successfully connected to your WF Dimensions account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift. To view the same shift within Workforce Dimensions, simply click on “Kronos WF Dimensions” as the source of that shift, and you’ll be linked to WF Dimensions with a view that includes equivalent shifts.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com 

• Insufficient Kronos WF Dimensions permissions: Only Managers and Admins within Workforce Dimensions are able to add the integration. If you receive a message saying you have insufficient permissions, we suggest you contact the individual in your organization that would have admin permissions within WF Dimensions and ask that person to install the add-on.
• Workforce Dimensions team members not in your Crew organization: If there are members of your Workforce Dimensions team that aren’t part of your Crew organization or can’t be matched to a user in Crew, you’ll be prompted to invite those users or to resolve those users in the Alerts entry in your Chats/Inbox tab.
• Information updating from Workforce Dimensions to Crew: Information will be synced from Workforce Dimensions to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 30 minute delay from when a new employee, new shift, or schedule change in Workforce Dimensions is reflected in Crew.

Overview

Crew integrates with Facebook to better connect frontline teams and office employees, allowing Announcements to be sent ‘tops down’ from Facebook into Crew. The Facebook integration is available to organizations using Crew Enterprise.

Installing the Facebook Integration

To install the Facebook add-on, head to your enterprise’s Command Center, tap the Integrations tab, and tap the Add button. Note: The add-on can only be installed by an administrator of your Crew enterprise.

You will be asked to grant Crew access to the Facebook page that you want to sync with Crew.

Configuring the Add-On

Once installed, click Start Setup to configure the Facebook pages that you would like to sync with Crew. You can choose to share posts with all organizations or just specific org sets.  

Once your Facebook page is connected, each time a new post is added to that page, a Broadcast Announcement is posted to the relevant Crew organizations. Frontline team members will be able to react within the Crew app but not reply.

On the Setup Facebook Integration page, you will see a list of configured connections. Click Edit to change or remove a connection, click Add new connection to add another connection, or click the 3 dots to uninstall the add-on.

Crew integrates with When I Work. If you use When I Work for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. Note This is a one-way integration from When I Work to Crew. Adding, editing or removing shifts from Crew will not be reflected in When I Work.

Take advantage of When I Work’s robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to all Crew users, regardless of pricing plan. 

The integration can be enabled for

• The entire enterprise account (for Crew Enterprise customers)
• A single Crew organization

For Enterprise Accounts

1. Log into Command Center
2. Tap on “Add-ons” from the navigation menu
3. Select When I Work and click “Add.” This will prompt you to sign in to your When I Work account.

You will be asked to map all locations in When I Work to the corresponding organizations within Crew. This ensures that the right schedule data from When I Work syncs to the right teams within Crew.

Once you’ve successfully connected to your When I Work account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift. To view the same shift within When I Work, simply click on “When I Work” as the source of that shift, and you’ll be linked to When I Work with a view that includes equivalent shifts.

         

For a Single Crew Organization

1. Go to the Crew Admin tab
2. Click “View all add-ons” and scroll down to When I Work
3. Click “Add.” This will prompt you to sign into your When I Work account

If you have more than one location in your When I Work account, select which location you want to sync to.

Once you’ve successfully connected to your When I Work account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Once the sync is complete, shifts will show in the Calendar tab. 

Clicking on a specific shift will provide more detail about that shift. To view the same shift within When I Work, simply click on “When I Work” as the source of that shift, and you’ll be linked to When I Work with a view that includes equivalent shifts.

Tap into a shift to view the shift details and source.

Troubleshooting and Other Info

• Information updating from When I Work to Crew Information will be synced from When I Work to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 60 minute delay from when a new employee, new shift, or schedule change in When I Work is reflected in Crew.

Overview

Crew enables schedule data to be imported from WMX—Wendy’s proprietary employee scheduling software. If you use WMX for creating and managing your team’s schedule, you can easily sync that schedule to Crew.

Note This is a one-way sync from WMX to Crew. Adding, editing or removing shifts from Crew will not be reflected in WMX.

This automatic file upload is available to Wendy’s locations using Crew Enterprise. To learn more about Crew Enterprise, please get in touch. 

Exporting the Schedule from WMX

1. Create your schedule in WMX as you normally would
   1. Ensure that the schedule displays the total hours per employee
2. You’ll need to download the schedule—with employee phones numbers shown on the schedule—in order to import it into Crew
   1. Click on Reports
   2. Click on Weekly Schedule and US Posted Schedule
   3. Click Advanced
   4. Check the box for Employee Phone Number
   5. Click OK
   6. Click the Export icon in the top left corner
   7. Change the Format to Microsoft Excel 97-2000 (XLS)
   8. Click OK (multiple times) to complete the export
   9. Save the file anywhere you choose

Importing the Schedule to Crew

As part of your onboarding to Crew Enterprise, your Crew organization will be provided with a dedicated crew.io email address. Once you’ve exported the properly formatted schedule from WMX, send an email with the file attached to that email address. The subject and body of the email do not matter (and can be left blank).

Once the file is received and processed—typically within a few minutes—you will see the schedule data populate within the Crew app.  

Matching Users between WMX and Crew

• Users with Matching Phone Numbers For users who have a phone number in WMX that matches their phone number in Crew, their shifts will automatically be assigned to them in Crew.
• Users with No Phone Number in WMX For users who do not have a phone number in WMX, they will appear as “Not added to Crew yet” in Crew. The best way to reconcile these users is to add their phone numbers in WMX; then all future imports of the schedule will automatically match those users’ shifts.
• Users with an Unknown Phone Number For users who have a phone number in WMX that does not match the phone number they are using for Crew, they will appear as “Not added to Crew yet” in Crew. The best way to reconcile these users is to add their phone number in WMX; then all future imports of the schedule will automatically match those users’ shifts.

Keeping Data in Sync Between WMX and Crew

• Schedule Changes in Crew As noted, this is a one-way sync from WMX to Crew, which means that any changes that take place in Crew (e.g. a shift swap) would not automatically be reflected in WMX. That would require making the edit manually in WMX to reflect what has happened in Crew. Changes made from either side, however, would be reflected in Crew. (See Example 1 below.)
• Changes Made in WMX After the initial import of data, only unique data will be applied in Crew from any subsequent WMX data files. That is, reassignments, changes in shift time, new shifts, etc. that differ from those in the initial import for a specific week will appear. (See Example 2 below.) If a change is made via WMX import, the affected team member/s will receive a Push Notification letting them know about it.
• Changes Made in Crew After the initial import of data from WMX, any changes made in Crew, and only in Crew, will not be overwritten by data imports from WMX. (See Example 3 below.)

Example 1—Shift Swap

• John is scheduled in WMX to work the Monday 5-11pm shift. The schedule is posted to Crew, and that shift appears in Crew as assigned to John.
• John then swaps that shift with Jane, in Crew. Now it is Jane who is scheduled to work the Monday 5-11pm shift in Crew.
• After that swap occurs, the schedule from WMX is re-posted to Crew. WMX still says that John is scheduled to work the Monday 5-11pm shift, because the change was not made in WMX. When the schedule is re-posted, it will not overwrite what is in Crew, which will still reflect that Jane has taken over John’s shift.  

Example 2—Change in WMX

• A manager creates a shift from 12-5pm in WMX and posts it to Crew. John and Jane are both scheduled to work that shift.
• The manager then makes a change to that shift in WMX, shortening it to 12-4pm. After this change is made, the schedule is re-posted to Crew. The change will be reflected in Crew, and John’s and Jane’s shifts will show as being from 12-4pm in both WMX and Crew.

Example 3—Change in WMX AND Change in Crew

• A manager creates a shift from 12-5pm in WMX, assigns both John and Jane to the shift, and posts the schedule to Crew.
• The manager then requests someone else to work that shift as well, in Crew, and Jill picks up the open shift. Now John, Jane and Jill are all scheduled to work in Crew, but Jill is not scheduled for that shift in WMX.
• Then the manager extends that shift in WMX from 12-6pm and reposts the schedule to Crew. In Crew, both John’s and Jane’s shift will appear as 12-6pm, but Jill’s shift in Crew will still appear as 12-5pm; her assignment to the shift did not occur in WMX, and so was could not reflect the WMX change made to the shift time.

Domino’s stores can integrate Crew with Pulse to automatically get their schedules posted to Crew. Once a schedule is created in Pulse, a photo of it will immediately be sent to employees through our Pulse integration. This removes double entry for managers, as they no longer have to upload a PDF of the schedule or take a picture of one posted on the wall.

Employees receive a notification when the schedule is posted. If a manager publishes schedule updates, employees will also be notified.

To set up the integration

1. Go to the Admin tab and tap “Add” for the Pulse add-on
2. Click the button to generate a dedicated email address for the Pulse integration
3. Within Pulse, add this email address to your distribution list
4. When a schedule is published in Pulse, its photo will be automatically shared on Crew

Note Schedules must actually be “published” in order for the integration to work properly.

Subway stores can integrate Crew with LiveIQ to automatically get their schedules posted to Crew. Once a schedule is created in LiveIQ, a photo of it will immediately be sent to employees through our LiveIQ integration. This removes double entry for managers, as they no longer have to upload a PDF of the schedule or take a picture of one posted on the wall.

Employees will receive a notification when the schedule is posted. If a manager publishes schedule updates, employees will also be notified.

To set up the integration:

1. Go to the Admin tab and tap “Add” for the LiveIQ add-on
2. Click the button to generate a dedicated email address for the LiveIQ integration
3. Within LiveIQ, create a new user to represent the Crew app, and add that dedicated email address as the email address of that user
4. Once a schedule is created, click the option to ‘Send a schedule’ and check the box to email the schedule to the new user you’ve created for Crew. When the email is sent, a photo of the schedule will be automatically shared on Crew

This short video provides additional information about setting up the user with LiveIQ. If you have any questions, please contact Crew Support for further assistance.

Crew integrates with Ximble. If you use Ximble for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. Note This is a one-way integration from Ximble to Crew. Adding, editing or removing shifts from Crew will not be reflected in Ximble.

Take advantage of Ximble’s robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to all Crew users, regardless of pricing plan. 

To enable the integration, follow the steps below.

Step 1—Ximble Setup

First, you will need to obtain your Ximble API Key through your Ximble account.

1. Click on “Me” in the top right corner
2. Tap on “My Account”
3. Click “Company Information” on left side of the page
4. Tap on the API Information tab
5. Find the API Key and copy/take note of that value

Step 2—Enabling the Integration

The integration can be enabled for

• A single Crew organization
• The entire enterprise account (for Crew Enterprise customers)

For an Enterprise Account

1. Log into Command Center
2. Tap on “Integrations” from the navigation menu
3. Locate Ximble and click “Add.” This will prompt you to enter your Ximble API Key.

You will be asked to map all locations in Ximble to the corresponding organizations within Crew. This ensures that the right schedule data from Ximble syncs to the right teams within Crew.

Once you’ve successfully connected to your Ximble account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift. To view the same shift within Ximble, simply click on “Ximble” as the source of that shift, and you’ll be linked to Ximble with a view that includes equivalent shifts.

          

For a Single Organization 

1. Go to the Crew Admin tab
2. Click “View all add-ons” and scroll down to Ximble
3. Click “Add.” This will prompt you to enter your Ximble API Key

If you have more than one location in your Ximble account, select which location you want to sync to.

Once you’ve successfully connected to your Ximble account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift. To view the same shift within Ximble, simply click on “Ximble” as the source of that shift, and you’ll be linked to Ximble with a view that includes equivalent shifts.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com

• Insufficient Ximble permissions: Only Managers and Admins within Ximble are able to add the integration. If you receive a message saying you have insufficient permissions, we suggest you contact the individual in your organization that would have admin permissions within Ximble and ask that person to install the add-on.

• Ximble team members not in your Crew organization: If there are members of your Ximble team that aren’t part of your Crew organization or can’t be matched to a user in Crew, you’ll be prompted to invite those users or to resolve those users in the Alerts entry in your Chats/Inbox tab.
• Information updating from Ximble to Crew: Information will be synced from Ximble to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 60 minute delay from when a new employee, new shift, or schedule change in Ximble is reflected in Crew.

Crew integrates with Infor SmartShift. If you use Infor SmartShift for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. Note This is a one-way integration from Infor to Crew. Adding, editing or removing shifts from Crew will not be reflected in Infor.

Take advantage of Infor SmartShift’s robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to organizations using Crew Enterprise.

To enable the integration, follow the steps below.

Step 1—Infor Setup

First, contact your Crew Account Manager or Crew Support to initiate setup. Infor will then share your Client ID and Client Secret with your company’s main contact for Infor. These credentials are required for the integration.

Step 2—Enabling the Integration

The integration can be enabled for

• An enterprise account (recommended)
• A single Crew organization

For an Enterprise Account

1. Log into Command Center
2. Tap on “Integrations” from the navigation menu
3. Locate Infor SmartShift and click “Add.” This will prompt you to enter your Infor Client ID and Client Secret

You will be asked to map all locations in Infor to the corresponding organizations within Crew. This ensures that the right schedule data from Infor syncs to the right teams within Crew.

Once you’ve successfully connected to your Infor account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift.

For a Single Crew Organization 

1. Go to the Crew Admin tab
2. Click “View all add-ons” and scroll down to Infor
3. Click “Add.” This will prompt you to enter your Infor Client ID and Client Secret 

If you have more than one location in your Infor account, select which location you want to sync to. Note: please take extra care to ensure you’re selecting the correct location. 

Once you’ve successfully connected to your Infor account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com

• Infor team members not in your Crew organization: If there are members of your Infor team that aren’t part of your Crew organization or can’t be matched to a user in Crew, you’ll be prompted to invite those users or to resolve those users.
• Information updating from Infor to Crew: Information will be synced from Infor to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 60 minute delay from when a new employee, new shift, or schedule change in Infor is reflected in Crew.

Crew integrates with Sling. If you use Sling for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. Note This is a one-way integration from Sling to Crew. Adding, editing or removing shifts from Crew will not be reflected in Sling.

Take advantage of Sling’s robust scheduling functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to all Crew users, regardless of pricing plan, and can be enabled for individual Organizations on Crew.

To enable the integration, follow the steps below.

1. Go to the Crew Admin tab
2. Click “View all add-ons” and scroll down to Sling
3. Click “Add.” This will prompt you to sign into your Sling account using your username and password

If you have more than one location in your Sling account, select which location you want to sync to.

Once you’ve successfully connected to your Sling account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift. To view the same shift within Sling, simply click on “Sling” as the source of that shift, and you’ll be linked to Sling with a view that includes equivalent shifts.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com 

• Insufficient Sling permissions: Only Managers and Admins within Sling are able to add the integration. If you receive a message saying you have insufficient permissions, we suggest you contact the individual in your organization that would have admin permissions within Sling and ask that person to install the add-on.

• Sling team members not in your Crew organization: If there are members of your Sling team that aren’t part of your Crew organization or can’t be matched to a user in Crew, you’ll be prompted to invite those users or to resolve those users in the Alerts entry in your Chats/Inbox tab.
• Information updating from Sling to Crew: Information will be synced from Sling to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 60 minute delay from when a new employee, new shift, or schedule change in Sling is reflected in Crew.

Crew integrates with Wizardline Technologies. If you use Domino’s PULSE™ for creating and managing your team’s schedule, you can automatically sync that schedule to Crew via Wizardline Technologies. Note This is a one-way integration from Wizardline Technologies to Crew. Adding, editing or removing shifts from Crew will not be reflected in Domino’s PULSE™.

This integration is available to organizations using Crew Enterprise. 

To enable the integration, follow the steps below.

Step 1—Wizardline Technologies Setup

First, contact your Crew Account Manager or Crew Support to initiate setup. Wizardline Technologies will then share your login information with your company's main contact for Wizardline Technologies. These credentials are required for the integration.

Step 2—Enabling the Integration

Follow these steps to enable the integration through your Command Center account.

1. Log into Command Center
2. Tap on "Integrations" from the navigation menu
3. Locate Wizardline Technologies and click "Add." This will prompt you to enter your Wizardline Technologies account details.

You will be asked to map all locations in Wizardline Technologies to the corresponding organizations within Crew. This ensures that the right schedule data from Wizardline Technologies syncs to the right teams within Crew.

Once you’ve successfully connected to your Wizardline Technologies account and the syncing process has completed, you'll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you're still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com

• Team members not in your Crew organization: If there are team members in Domino’s PULSE™ that can’t be matched to a user in Crew or don’t have a mobile phone number, you’ll be prompted to invite those users or to resolve those users in the Alerts entry in your Chats/Inbox tab.
• Information updating from Wizardline Technologies to Crew: Information will be synced from Wizardline Technologies to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 24 hour delay from when a new employee, new shift, or schedule change in Domino’s PULSE™ is reflected in Crew.

Overview

Crew’s integration with DocuSign and HelloSign allows businesses to better connect frontline employees and HQ, by enabling them to send electronic documents ‘tops down’ from say, Ops or Human Resources, to the Crew app and obtain employee signatures in seconds.

Installing the Document Signature Integration

To install the Document Signature add-on, head to your enterprise’s Command Center, tap the Integrations tab, and tap the Add button on either the DocuSign or HelloSign add-on. Note: The add-on can only be installed by an administrator of your Crew enterprise.

You will be prompted to fill out a form which will be sent to your Customer Success Manager at Crew. Once your CSM has completed the feature enablement, they will notify you so you can move on to the next step.

Generate Emails and Send Documents to Crew

Once enabled, click the Manage button on the DocuSign or HelloSign add-on. Click 'Start Setup' and follow the steps to generate email addresses for your employees, which you will use to send electronic documents to Crew for signatures.

Step 1: Generate email for employees

1. 1. Go to the Employees page in Command Center
   2. Click on the 3 dots to the right of the employee you want to send a document to
   3. Click 'Generate email'

Step 2: Send document from DocuSign/HelloSign to Crew

1. 1. Copy the email that is generated for the employee
   2. Paste the email address into DocuSign/HelloSign
   3. Send the document to the employee

View Document in Crew

When a crew member is sent an electronic document in the Crew app, they will receive a push notification.

To view and sign the document, the recipient should:

1. 1. Head to the Chats tab
   2. Tap on the dedicated DocuSign or HelloSign entry
   3. Tap on the document to sign it

DocuSign/HelloSign will automatically send status updates (ie. viewed, signed) to the same email, which will be viewable by the recipient in-app.

Crew members will be notified when an email address is enabled, disabled, or regenerated for them by a Command Center admin.

Uninstalling the Add-on

To uninstall this add-on, head to the Integrations page in your Command Center, tap 'Manage' on the DocuSign or HelloSign add-on, tap the 3 dots in the upper right corner, and tap 'Uninstall'.

Overview

Crew now integrates with Workday. Crew’s Workday integration helps ensure that your employee roster is kept up to date in the Crew app. When employees are added or removed from your Workday account, they will automatically be invited or removed from your Crew organization.

Note This is a one-way integration from Workday to Crew. Adding or removing employees from Crew will not add or remove them from Workday.

Step 1—Workday Setup

To get started, you will need to create an ‘Integration System User’ in Workday. For more information, please reach out to your Crew Customer Success Manager. If you have not upgraded to Crew Enterprise yet, learn more here. 

Step 2—Enabling the Integration

To enable the integration,

1. 1. Go to your Command Center
   2. Click on Integrations
   3. Next to Workday, click “Add.” This will prompt you to enter the Workday credentials you created in Step #1.

Once enabled, the integration will start syncing employee records from Workday to Crew. The initial sync will happen immediately upon enabling the integration, and then subsequently every 60 minutes. Some records may require further action by the Crew Admin once they are synced, as described in Step 3 below.

Step 3—Reconciling Organizations and Employees

Alerts: Reconcile Organizations

You will first need to associate each of your Workday locations with a Crew organization. In Command Center, click on the Alerts tab in the navigation menu on the left side of the screen.

In this section you’ll see a list of your Workday locations that need to be associated with Crew organizations. For each Workday location choose the corresponding Crew organization from the dropdown menu.

Alerts: Reconcile Employees

Any employee records that do not have a phone number associated with them in Workday will be sent to organization Admins under an Alerts heading. Admins can then:

• • Enter a phone number for that user to add them to the Crew organization (or merge that record with any existing user in the Crew organization)
  • Ignore that Workday user record

To learn more about Alerts and reconciling users, please click here.

Crew integrates with RTIconnect by Xenial. If you use RTIconnect for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. Note This is a one-way integration from RTIconnect to Crew. Adding, editing or removing shifts from Crew will not be reflected in WF Dimensions.

Take advantage of RTIconnect’s robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page.

This integration is available to organizations using Crew Enterprise for a fee. Please contact your customer success manager or sales@crewapp.com for more information. Once your Crew Enterprise account has been setup for access to the RTIconnect integration, the following steps will be used to enable the integration:

Step #1: Enable an RTIconnect Export to a Box Sync Folder

1. Box.com Account 
   • You will receive an invite from Crew to join a Box folder that will be used to sync RTIconnect data to the cloud
   • Note: If you do not already have a Box account, you will need to create one
2. Box Sync Setup
   • You will need to have a computer that is running RTIconnect
   • On that local computer, you will install the Box Sync client (e.g. Box Drive for Windows)
   • Once downloaded, you will need to sign into your Box account
3. RTIconnnect Export
   • On that same local computer, RTIconnect will set up a data export task that automatically exports data from RTIconnect to the Box folder
   • Files saved to that Box folder will automatically sync to the cloud so that Crew can ingest the scheduling and rostering data

Step #2: Reconciling Location and User Data

Once the data sync is enabled, you will be asked to map all locations from RTIconnect to the corresponding organizations within Crew from the ‘Need Action’ tab in Command Center. This ensures that the right schedule data from RTIconnect syncs to the right teams within Crew.

Once you’ve successfully connected to your RTIconnect account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab. Clicking on a specific shift will provide more detail about that shift.

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com

• RTIconnect team members not in your Crew organization: If there are members of your team that don’t have a valid phone number in RTIconnect, you’ll be prompted to invite those users or to resolve those users in the Alerts entry of the Crew organization to which they belong.
• Information updating from RTIconnect to Crew: Information will be synced from RTIconnect to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 2 hour delay from when a new employee, new shift, or schedule change in RTIconnect is reflected in Crew.

Crew now integrates with PayChex, an employee-management software system. Crew’s PayChex integration helps ensure that your employee roster is kept up to date in the Crew app. This integration is available to Crew Enterprise users.

When employees are added or removed from your PayChex account, they will be invited or removed from your Crew organization. Note This is a one-way integration from PayChex to Crew. Adding or removing employees from Crew will not add or remove them from Paychex.

Follow these steps to integrate your PayChex account with Crew

1. Click here to send Crew an email with your account and PayChex information. Or, send an email to your Crew customer success manager. We’ll need your PayChex clientID to enable the integration.
2. You’ll receive a confirmation email from PayChex in two to five business days
3. Follow the instructions in the email to grant Crew access to your PayChex Flex account

That’s it! In ~24 hours, you will begin to see your organization data populate in your Crew account.

Needs Action: Reconcile Organizations

Once the PayChex integration is set up, you’ll need to associate each of your PayChex organizations with a Crew organization. The next time you log into Command Center, click on the “Needs Action” tab in the navigation menu on the left of the screen.

The Command Center “Needs Action” tab

In this section you’ll see a list of your Paychex organizations that need to be associated with Crew organizations. Select each Paychex organization, and then choose the corresponding Crew organization from the dropdown menu.

Alerts: Reconcile Employees

Once you associate the organizations, every employee in the PayChex organization will be matched with the appropriate Crew organization.

• Employees will receive an invitation if their phone number in PayChex does not match the one they used to sign up for Crew
• A list of employees who do not have an associated phone number will be sent to an organization Admin, under an Alerts heading. Admins can
  
  • Add this employee’s phone number manually to complete the profile and generate a Crew invite
  • Merge this employee profile with that of an existing Crew employee
  • Ignore this unmatched employee for now

Admins will receive a message alerting them that action needs to be taken to complete the data import

Once initial setup is complete, employees added or removed from PayChex will automatically be added or removed from Crew, as long as their mobile phone number is on their PayChex account.

Overview

Crew now integrates with eRestaurant. Crew’s eRestaurant integration helps ensure that your employee roster and schedules are kept up to date in the Crew app. When edits are made in your eRestaurant account, they will automatically be reflected in your Crew organization.

Note This is a one-way integration from eRestaurant to Crew. Adding, editing or removing shifts or employees from Crew will not be reflected in eRestaurant.

The eRestaurant integration is enabled for all Enterprise Taco Bell stores. To complete the sync, you’ll need to ensure your employees are connected from Crew to the eRestaurant system.

Completing the Integration

Follow the steps below to complete all remaining actions required and ensure scheduling data flows correctly. 

1. Navigate to the Chats tab and select Alerts.       

2. Click on Link next to the employee’s name.                         

3. Input your employee’s mobile number or select their phone number from your Address Book or Crew organization and click Link. Or, if they are not a part of your organization, tap Ignore. Repeat these steps for all employee names requiring action.         

You can also begin the link process through your Coworkers tab by tapping the red Link button at the top of the page. 

Troubleshooting and Other Info

If you experience any issues with the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com

• Employee number listed instead of name: If instead of an employee’s name, you’re seeing their employee number on the Alerts page, it means they haven’t been assigned to any shifts yet. Their name will populate as soon as they’re assigned. Check back in a few days to link these employees.
• Information updating from eRestaurant to Crew: Information will be synced from eRestaurant to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 60 minute delay from when a new employee, new shift, or schedule change in eRestaurant is reflected in Crew.
• Employee changes phone number after being linked: If an employee gets a new phone number after you've linked their account in Crew, reach out to Crew Support to assist in updating their info so they can still access their schedule.

Overview

Crew now integrates with UltiPro by Ultimate Software. Crew’s UltiPro integration helps ensure that your employee roster is kept up to date in the Crew app. When employees are added or removed from your UltiPro account, they will automatically be invited to or removed from your Crew organization. This integration is available to organizations using Crew Enterprise. 

Note This is a one-way integration from UltiPro to Crew. Adding or removing employees from Crew will not add or remove them from UltiPro.

Step 1—UltiPro Setup

(a) Create a Web Services User

First, you will need to create a Web service user in your UltiPro account.

1. Go to Menu > System Configuration > Service Account Administration
2. Click Add (+)  
3. Create a new user with any username, password and email (remember these for later)
4. Provide the required permissions by clicking the checkbox for the View permission for the following rows
   • Company Configuration Integration
   • Employee Export
5. Once completed, click Save (the page should look like the one below)

(b) Copy Your Customer API Key

1. Click on Web Services along the top header
2. Find the Customer API Key and copy/take note of that value

API Key

Step 2—Enabling the Integration

The integration can be enabled for

• The entire enterprise account (for Crew Enterprise customers)
• A single Crew organization

For an Enterprise Account

1. Go to your Command Center
2. Click on Integrations
3. Click “Add.” This will prompt you to enter your UltiPro credentials
   • Username (created in Step 1a)
   • Password (created in Step 1a)
   • Customer API Key (from Step 1b)

For a Single Organization

1. Go to the Crew Admin tab
2. Click “View all add-ons” and scroll down to UltiPro
3. Click “Add.” This will prompt you to enter your UltiPro credentials
   1. Username (created in Step 1a)
   2. Password (created in Step 1a)
   3. Customer API Key (from Step 1b)

Once enabled, the integration will start syncing employee records from UltiPro to Crew. The initial sync will happen immediately upon enabling the integration, and then subsequently every 30 to 60 minutes. Some records may require further action by the Crew Admin once they are synced, as described in Step 3 below.

Step 3—Reconciling Organizations and Employees

Needs Action: Reconcile Organizations (Enterprise Users Only)

You will first need to associate each of your UltiPro locations with a Crew organization. In Command Center, click on the Needs Action tab in the navigation menu on the left side of the screen.

In this section you’ll see a list of your UltiPro locations that need to be associated with Crew organizations. For each UltiPro location choose the corresponding Crew organization from the dropdown menu.

Alerts: Reconcile Employees (All Users)

Any employee records that do not have a phone number associated with them in UltiPro will be sent to organization Admins under an Alerts heading. Admins can then

• Enter a phone number for that user to add them to the Crew organization (or merge that record with any existing user in the Crew organization)
• Ignore that UltiPro user record

If you use Square for payment processing, you can get daily sales transactions and chargeback reports directly in Crew. These reports make it easy to keep tabs on how your business is performing, and you can share them with your team to increase motivation and keep everyone on the same page.

By default, the reports are visible to the installer only. Add any coworkers who should see the reports via the conversation details in the top right corner of the screen. You can choose to turn off the sharing of either of these reports in add-on settings.

Click here to connect Crew to your Square account or install the Square add-on from the Admin tab in Crew.

Here’s what the reports look like in Crew