Manager
THE REAL 8-STEP WORKFLOW
Here is how CrewVora works.
Follow the screens managers and field employees use—from setting staffing demand to collecting availability, assigning crew, publishing schedules, and confirming the work plan.
This walkthrough uses a fictional electrical contractor. No customer or production data is loaded.
STEP 1 · Manager
Set job sites and staffing demand
Add the job, operating dates, and required headcount. Demand can also be specified by crew role or employment category when needed.
Northstar Electrical Services · August 18
FIELD CREW ALLOCATION
Riverside Station Retrofit
Staffing demand
6
Crew role
Electrical installation
Category
Employee / partner crew
Operating dates: Aug 18–Aug 29Crew Group: Riverside Electrical · fixed/movable/backup
Crew Groups organize team membership; they do not batch-assign the entire group.
STEP 2 · Employee → manager
Submit availability from a phone
Employees submit available dates and hours from a monthly calendar. Managers see submitted, missing, and review states in one place.
Michael Carter
August availability
1718192021222324252627282930
August 18
Available · 08:00–17:00
Review and submit
Michael CarterSubmitted
James WilsonSubmitted
Daniel BrooksMissing
Availability moves into the staffing decision without retyping chat replies into a spreadsheet.
Managers review availability, staffing demand, qualifications, and site conditions in one workflow. The manager remains responsible for the final assignment.
STEP 3 · Manager
See shortages, coverage, and excess crew
CrewVora compares required and assigned headcount for each job and date, showing exactly where the schedule still needs attention.
Staffing coverage
Riverside Station Retrofit
August 18
Required 6Assigned 4Short 2
Cedar Tower Electrical Fit-out
August 18
Required 8Assigned 8Covered
Harbor District Lighting Upgrade
August 18
Required 5Assigned 6Excess 1
STEP 4 · Manager
Review eligible candidates
Candidates are ordered using availability, current qualifications, crew role, site eligibility, schedule conflicts, monthly targets, and employment-category priority. CrewVora does not make an automatic AI assignment.
Allocation candidates · Riverside Station Retrofit · August 18
Michael Carter
Priority candidate · 1 of 2 open positions
Journeyman Electrician
Site clearance OK
No schedule conflict
5 days remaining to monthly target
Electrical installation
Assign to this job
Daniel Brooks
BlockedA required lift-operation qualification has expired
CrewVora also explains why a person cannot be assigned.
STEP 5 · Manager
Review and assign a crew member
The manager checks why a person is eligible and assigns them to the job. Blocking qualification, site, role, and overlap rules are checked again when the shift is saved.
Riverside Station Retrofit · August 18
M
Michael Carter
08:00–17:00 · Electrical installation
✓ Journeyman Electrician✓ No schedule conflict
Michael was assigned
4 / 6 → 5 / 6 · 1 position remains
The manager repeats the same review for one more eligible candidate to reach 6/6.
TRY THE WORKFLOW
Set demand, review candidates, and build your first allocation free.
STEP 6 · Manager
Publish the completed schedule
After reviewing assignments, managers publish an individual shift or all future publishable shifts. Published work appears in each employee’s schedule.
Shift management
Future shifts ready to publish 6Publish 6 future shifts
Before publish
August 18 · Riverside Station Retrofit
6 / 6 · Covered
Published
Visible to employees
Published work appears in My shifts
STEP 7 · Employee
Confirm the assignment
Employees see the date, time, job site, and work details on mobile, then record “I’ve reviewed this.” A full manager acknowledgement dashboard is not currently presented here.
My shifts
August 18
Riverside Station RetrofitPublished
08:00–17:00
Riverside Transit District
STEP 8 · Employee → manager
Handle absences and late changes
Employees can request an absence, late arrival, or early departure from a published shift. A manager reviews it, checks the resulting coverage, and manually selects a replacement when required.
Urgent assignment changes
Request absence, late arrival, or early leave
James Wilson
Manager reviews the request
Riverside Station Retrofit
Recheck coverage and candidates
Manager assigns a replacement if needed
Managers and field employees work from the same published plan.
Employee
Check tomorrow’s job site and start time from a phone
Try the workflow with your own field team.
Start with 30 days free and no card. Add your job sites, employees, and staffing demand when you are ready.