Horizon360™ User Guide

Employee & Crew Setup

This article will show you how to set up Employees and Crews in Horizon360. Since employees are a sub-set of Crews, we recommend creating your roster of employees prior to building your Crew(s). If you are using Quickbooks Online and prefer to import your Employees to Horizon360, check out the Quickbooks Cleanup Tips & Syncing Quickbooks Data articles for more help.

Please Note: If any of your employees will need Mobile App access, you will need their email address and/or mobile phone number on hand.

Looking for instructions on setting up & managing Timesheets for your Employees? Check out the Timesheets guide for more help.

Adding Employees

From the Employees / Crews section under Company, click “Add Employee”

Select if this is an Employee or a Subcontractor

Add the Employee’s name

Select if this Employee will need access to Horizon360 in the field on their mobile device

Select if this Employee will have Admin access (allows this user to access the desktop website of Horizon360)

Select if this Employee will need Crew Lead permissions in the field on their mobile device (allows this user to adjust the employees & equipment assigned to their crew and edit/submit their crew's Timesheets for approval)

Enter the Employee's email address and/or phone number (Employees with Admin access require both email & phone)

Choose if this employee's pay type is Salary or Hourly

Enter the employee’s pay rate information

Hourly Rate & Effective Date

Annual Salary, Annual Hours & Effective Date

If you already created a Crew and know which crew this employee will be on, you can assign that now, or leave it blank

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Fill in any additional information (address & internal notes) as needed

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Click Save and Add Another Employee to immediately begin creating an additional employee

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Click Save to finish creating this employee

Continue these steps until you have finished creating all of your employees.

Now that we have some employees, let’s add a new Crew.

Adding Crews

From the Employees / Crews section under Company, click “Add Crew”

Enter the name of this Crew

Select the employees for this crew from the member drop-down

Assign Equipment used by this crew from the drop-down

Assign a color to this crew

Colors already assigned to a crew will have a white dot

Click the “+” button to choose any a specific color

Click Save to finish creating your Crew.

Continue these steps until you have finished creating all of your crews.

You have now successfully added new employees and crews! If you haven't already, be sure to set up your Equipment and Devices to assign to your crews.

Employee & Crew Setup

Adding Employees

Adding Crews

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