Crew Sheets

Crew Sheets can be used for recording time and/or pieces worked each week. The option to export a crew sheet as a PDF document is available thru this window.

Go to Payroll > Employee Lists > Crew Sheets. This window can also be opened from the Employee Crews window (Payroll > Crews > Print Crew Sheets).

Payroll Ending Date

Enter the ending date for the payroll period for which you are printing the crew sheet.  This will print at the top of the crew sheets.

First Day of Week

Select the first day of the payroll period here.

Exclude Supervisor

Select this check box if you do not want to include the supervisor on the crew sheet.

Print All Crews

Select this option to print Crew Sheets for all crews.  If you deselect it, you will be able to select a single crew to print.

Crew ID to Print

Enter the crew ID number you wish to print, or click on the lookup button to select a crew from the selection list.

Check Date

If you would like to print a crew sheet for a specific check date, enter that date here.

Next Crew Sheet #

If you use crew sheet numbers, the next available crew sheet number will appear here automatically. If needed, you can override this number.

Print Order

Select either Alphabetic or Account # order.

Activate/Inactivate # Days

This entry will be disabled unless you have enabled the Auto-Update Crew #’s option.  If the option is enabled, you can enter the number of days since the last check date to inactivate an employee account.  Once an employee account is inactivated, the employee will no longer appear on the crew sheet.  (Note that the employee account will still be assigned to the crew number, but simply won’t print due to the inactive status.)

For instance, if you do not want employees who have not received a check in the last 10 days to appear on the crew sheet, enter 10 days.

Template File

If you have saved an Excel spreadsheet to use as a template for your crew sheet, click the browse button to find and select the template.

Test Export

Click Test Export if you want to preview the crew sheet in Excel.

# of Copies

Enter the number of copies needed.

Save As Excel Filename

Select a location to where the Excel file will be saved and then name the file. If you plan to export the crew sheet to PDF format, you must add .pdf to the file name (e.g. Crew Sheet 1.pdf).

Export

Click this button to export the Excel file as a PDF document. In order for this feature to work, you need to have added .pdf to the file name.

Email

Click this button to email a PDF crew sheet. The email address that appears in the Supervisor Email entry of the Employee Crews window (Payroll > Crews) will automatically be used as the recipient's email address. If no email address has been entered for a particular crew, then the Send Email window will be displayed so that you can manually enter the recipient's email address.