By creating user logins for your crew members, you can start planning them on projects. Your crew members can log in to Rentman to check their own schedule, and work in the modules to which they have access.
If you want to quickly add all of your crew members at once, importing your crew members is a better option.
Add a crew member
- Go to the people Crew members module and choose + Add crew member
- The following login details are required (minimum):
username - The first name of your crew member is a good option, or perhaps something like JohnS
password - Needed for the first-time login. The crew member can change their password afterwards.
The crew member will use their username and password to access your company account.
user role - Determines the rights and permissions for this person.
- Fill in the remaining details in the Data tab (see paragraph below).
Under the Data tab, you can fill in things such as login information, settings, and address information. For contact details, fill in the email address which was used by the crew member to create their Rentman account.
Choose Yes if the crew member is currently employed by you. If you choose No, the crew member cannot log in to their Rentman account, and cannot be planned on functions anymore. This is useful for people that no longer work for you. We recommended that you don't delete a crew member, because all of their past data will be lost.
Choose the folder where this crew member should be stored. If you want to create a new folder, read our article about creating your folder structure.
If you hire crew members from an employment agency, you can create an account for the agency and select Can be used multiple times at the same time (hiring company). This makes it easy to plan multiple crew members that were recruited from the same employment agency.
Display in planner
If you select Yes, this crew member will be displayed in the crew planner and can be planned on a function. If you select No, the crew member will not be shown and cannot be planned. This is useful for people that don't work for you anymore, or people who always work from the office.
Fill in the address information you have from your crew member.
Use tags to add skills
You can use tags to add skills to a crew member, such as DJ, truck driver, or forklift driver. This is useful to quickly filter in the Crew members module, and for planning the right person on the right job.
Here you fill in things such as birthdate, passport number and hours in contract.
Here you fill in things such as company name and CoC number, which can be useful when a crew member is a freelancer and working at another company.
Crew rates are useful to keep track of project costs. A single crew member might have different skills, for example technician, DJ, and driver. In the Rates tab, you can configure different rates for each member:
- Go to the Rates tab.
- Choose + Add rate
- Fill in the name, hourly rate, and daily rate.
- Fill in the maximum number of hours. When a crew member goes over this number of hours in a day, the hourly rate is charged on top of the daily rate.
After creating a rate, you can choose to have this rate as default by clicking on it and pressing Make default.
When planning your crew members from within a project or from the 'Crew planner' module, you can choose one of these configured rates or fill in a custom rate.
Create a new crew member with the name of the employment agency. For example, "Randstad". Then, choose one of the options in the Availability field. This allows you to plan the same 'crew member' multiple times.