Grid view

In the master data section, users start by default in the grid view (card view) with business cards. This provides a quick overview of the most important information about each master data object, which can also be contacted directly via the corresponding icon. For personnel, additional information such as missing certificates or invalid email addresses is displayed. Click on a master data object to enter the detail view, or on the plus sign at the top right to create a new one.

Using the icons at the top right, you can not only create new employees but also contact employees, print employee lists, download data in CSV or XLSX format, or upload bulk documents such as payrolls (e.g., from DATEV) or form letters. These documents will then be automatically shared and assigned to individual employees using text recognition. If the assignment is clear, CrewBrain will automatically suggest this person. To check the assignment, click "Preview" in the respective row. If the assignment is incorrect, it can be corrected at this point. Sample checks should always be carried out to avoid misassignments. When saving the document, it will be distributed to the respective employees. Pages that are not assigned to any employee will be discarded. Optionally, the created documents can also be sent directly to the respective employee.

Furthermore, you can change the sorting of employees at the top right and switch to the list view.