Settings
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Scheduler Scripts and Custom Rules
Write custom scheduling rules in plain English to define constraints, preferences, and policies for the auto-scheduler.
Read articleBirthday Reminders
Enable birthday reminders to notify managers and send personalized greetings to employees on their birthdays.
Read articleCalendar Feed Integration
Add external calendar feeds from Google Calendar, Outlook, or any ICS source to view events alongside your schedule.
Read articleBilling and Subscription Management
Manage your CrewHR subscription, view plan details, update payment methods, and understand billing cycles.
Read articleAPI Keys and AI Agent Settings
Create API keys for external integrations, configure the AI agent, set up approval requirements, and monitor agent activity.
Read articleUploading and Managing Documents
Upload company documents, set visibility rules by location and role, organize with categories, and control what employees can access.
Read articleSetting Up Public Holidays
Configure public holidays by country and region, and understand how holidays interact with schedules and leave policies.
Read articleCreating and Managing Roles
Create organizational roles with colors and descriptions, and understand how roles connect to employees, coverage, and scheduling.
Read articleManaging Shift and Break Templates
Create and manage shift templates for defining work hours, and break templates for tracking employee breaks.
Read articleConfiguring General Settings
Set up your organization name, timezone, regional preferences, and display formats in CrewHR's general settings.
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