How Crewmark works
Screen by screen, in the order you meet them. Your own week first, then the things a manager does, then the parts only a few people see. Nobody needs to read all of it.
Recording your hours
Everybody
My time shows one week at a time, with a row for each project you are assigned to and a column for each day. Type hours into a cell and move on. Each cell saves by itself, so there is no save button and nothing to lose by closing the tab.
Hours go in as numbers. Seven and a half hours is 7.5. Quarter hours work; anything finer is rounded to two decimal places.
You can only book time to a project somebody has put you on. If a project is missing from the grid, ask whoever runs it to add you rather than booking the hours somewhere close.
The week arrows. Move between weeks. This week returns to the current one. You can fill in a past week whenever you like, as long as it has not been approved.
Day total and week total. Along the bottom. The contracted figure beside them is what your working pattern says you should be doing that week, so a gap between the two is the thing to look at before you submit.
Submitting a week, and what happens next
Everybody
When a week is right, submit it. It stops being editable and goes to whoever approves your work.
They either approve it or send it back with a reason. If it comes back, you get an email with the reason in it, the week becomes editable again, and you fix it and resubmit.
Once a week is approved it is closed. If something in an approved week turns out to be wrong, ask your manager to reopen it — that is deliberate, because approved hours are what the company bills and reports on.
A week you have not submitted. Nobody is chasing you automatically on the day. You will get a reminder if a week is still sitting unsubmitted after it should have gone in.
Asking for leave
Everybody
Pick the kind of leave, the first and last day, and send it. Most kinds need approving; sick leave usually does not, because you are not in a position to wait for a reply.
A request costs you only the days you would actually have worked. Weekends and non-working days are not deducted, and a public holiday inside a week off is not deducted either. A half day at the start or the end is a half day, not a whole one.
Your balance shows what you have left for the year. It goes down when a request is approved, not when it is sent, so a pending request does not quietly spend days you might not take.
Cancelling. You can withdraw a request that has not been decided. After approval, ask the person who approved it.
Approving other people's weeks and leave
Managers
Approvals collects everything waiting on you: timesheets submitted by people who report to you, and leave requests from the same people.
A timesheet shows the hours, how they split across projects, and what the person was contracted for that week. Approving fixes the rates behind those hours, so a rate change next month cannot restate what has already been approved.
Sending one back needs a reason, and the reason is in the email the person receives. Write the actual problem — the point is that they can fix it without asking you what you meant.
Your own week. Does not appear here and cannot. Nobody approves their own timesheet, including you.
People and the organization
Managers, HR
People lists everybody you are allowed to see, which for most managers is their own part of the tree rather than the whole company.
A profile holds the working pattern, the reporting line, the skills and, for those allowed to see them, the rates. What somebody costs is kept separate from everything else, so a manager can run their team without seeing anybody's pay.
Changing a reporting line or a working pattern takes effect from a date rather than rewriting history. A report about March keeps saying what it said in March.
Somebody leaving. Archive them rather than deleting. Their hours stay in the books, where the numbers need them, and their account stops working immediately.
Skills
Everybody
You record your own skills with a level from one to five and, if you like, when you last used them. That is self-reported and shown as such.
A manager can confirm a skill they have seen the work behind. A confirmed skill carries more weight when somebody is looking for people for a project.
Changing your own level clears any confirmation. That is on purpose: somebody confirmed a level, not a person, and a level raised afterwards would otherwise keep a badge it had not earned.
Nobody confirms their own. The system refuses it. A self-confirmed skill is a claim wearing a badge.
Projects and assignments
Project managers
A project belongs to a client, runs between dates and has a way of being billed. Putting somebody on a project is what lets them book hours to it.
An assignment has its own dates and a share of the person's time. Somebody can be on several projects at once; the resourcing screen is where you see whether that adds up.
A project can list the skills it needs and at what level. That is what the staffing suggestions read.
Finding people for work
Project managers
Resourcing shows who is free over a period, allowing for their working pattern, their approved leave and the public holidays where they are.
Ask it for people for a project and it ranks them. Whether somebody has the skills the project asked for comes first; how free they are comes second. Somebody with the right skills who is half booked ranks above somebody idle who cannot do the work.
Every suggestion explains itself — which required skills are met, which are missing, and how much room the person actually has. It is a shortlist to argue with, not an answer.
Over-allocation. Shown rather than prevented. Somebody at 120 percent is a real situation that needs a decision, and hiding it does not help anybody make one.
What things cost and earn
Executives, finance
Financials shows cost, revenue and margin by project and by person, for those allowed to see them.
Cost and revenue are held apart. Cost is what a person is paid for the time; revenue is what the client is charged for it. Margin is the difference, always measured against revenue.
Hours that have not been approved yet are priced at today's rates and marked provisional. They settle when the week is approved, and from then on a rate correction cannot change them.
Two currencies. Are never added together. If a total would mix them, it is shown per currency instead of quietly converted at a rate nobody chose.
Reports
Managers and above
Every report covers what you are allowed to see and nothing wider, so two people running the same report can get different answers and both be right.
Filters narrow further, never wider. On the paid plans any report goes out as CSV with exactly the rows on screen.
Your account
Everybody
Signing in needs your password and a code from an authenticator app. Two-factor is compulsory and cannot be switched off, so keep the recovery codes you were shown at setup somewhere you can reach without your phone.
Each recovery code works once. If you use one, generate a fresh set.
Everything held about you. Can be downloaded from your account page, on any plan, at any time. It covers your profile, hours, leave, skills and sign-in history.
Still stuck
Your own administrator can sort out most things: who you report to, which projects you are on, and what you are allowed to see. For anything else, the enquiry form reaches a person.