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Keep personal or confidential details out of your search.
Set your crew up for success.
Set up, invite, assign, and track progress.
Find admin guides EMPLOYEES & USERSKnow what to do next.
Join your team and complete your work.
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Check access, saving, uploads, and more.
Troubleshoot an issueFind your next step.
46 guides
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Your first steps in CrewSteps
Find your organization, your next task, and the right place to get help.
EveryoneRead guideSet up your organization
Prepare the essentials before inviting your team.
Employers & adminsRead guideAdd people and start onboarding
Create an employee record and choose their access and first steps.
Employers & adminsRead guideImport employees from a CSV file
Add several people using the supported spreadsheet format.
Employers & adminsRead guideUpdate employee records and status
Keep job details, team assignments, and employment status current.
Employers & adminsRead guideManage organization structure and access
Understand departments, locations, teams, and role-based permissions.
Employers & adminsRead guideFind your tasks on Overview
Use your home page to see what needs attention next.
Employees & usersRead guideSign in with your phone and recover access
Resolve verification-code, invitation, and account-access problems.
EveryoneRead guideUpdate your profile and contact details
Keep your personal information and communication preferences accurate.
EveryoneRead guideManage notifications, push alerts, and texts
Control alert preferences and troubleshoot missing notifications.
EveryoneRead guideComplete onboarding and continue where you left off
Follow your required steps in order without losing your place.
Employees & usersRead guideBuild and assign an onboarding checklist
Create an ordered first-day journey for your team.
Employers & adminsRead guideTrack progress and review onboarding steps
Help employees move past incomplete or review-required tasks.
Employers & adminsRead guideBuild and publish a training course
Create a structured course with modules, lessons, and assessments.
Employers & adminsRead guideUse AI to help build your course
Create an editable draft and review it before publishing.
Employers & adminsRead guideCreate quizzes and check learning
Add questions and verify correct answers before learners begin.
Employers & adminsRead guideAssign courses to employees and new hires
Use assignment rules for individuals, groups, and onboarding employees.
Employers & adminsRead guideComplete lessons and pass assigned training
Work through your course and confirm that completion is recorded.
Employees & usersRead guideFind certificates and understand renewals
Review issued certificates, expiry dates, and renewed training.
EveryoneRead guideCreate, publish, and update policies
Provide clear policies and track required acknowledgments.
Employers & adminsRead guideRead and acknowledge an assigned policy
Complete the confirmation your employer requires.
Employees & usersRead guideFind, upload, and organize documents
Understand document access, folders, attachments, and completion.
EveryoneRead guideCreate forms and review responses
Collect structured information from the right people.
Employers & adminsRead guideComplete and submit an assigned form
Check required fields and confirm your response was received.
Employees & usersRead guideCreate and publish a job opening
Build an accurate job posting and make it available to applicants.
Employers & adminsRead guideManage your public careers page
Give applicants a clear view of your organization and open roles.
Employers & adminsRead guideReview applicants and move candidates toward hiring
Keep applications, stages, communication, and hiring details together.
Employers & adminsRead guideApply for a role through a careers page
Submit your application to the organization advertising the role.
Job applicantsRead guideSend chats and work-related texts
Choose the right channel and check recipients before sending.
EveryoneRead guidePublish and manage announcements
Set the audience, replies, visibility, expiry, and delivery options.
Employers & adminsRead guideRead announcements and join conversations
Find company updates and understand when replies are available.
Employees & usersRead guideFind people in the directory
Locate colleagues and the contact information available to you.
EveryoneRead guideUse and manage your organization’s Knowledge Base
Find internal guidance alongside the public CrewSteps Help Center.
EveryoneRead guideBuild reports, download exports, and opt into summaries
Turn progress information into a useful next action.
Employers & adminsRead guideManage company settings and reminder defaults
Update organization details, notification defaults, and service settings.
Employers & adminsRead guideManage billing, payment methods, and invoices
Review your subscription and manage payment details from the website.
Employers & adminsRead guideResolve a failed payment or billing restriction
Check the outstanding balance and restore access through Billing.
Employers & adminsRead guideConnect tools and understand integration status
Distinguish a working connection from test mode or a planned feature.
Employers & adminsRead guideConfigure Google Workspace accounts for new hires
Review connection, account defaults, and automatic setup authorization.
Employers & adminsRead guideComplete a private CrewPulse check-in
Understand your choices before sharing how you are doing.
EveryoneRead guideRequest support through CrewPulse
Choose what to share and review who receives your request.
EveryoneRead guideUse employee surveys, resources, and group insights
Know which CrewPulse tools are available to employees and administrators.
EveryoneRead guideReview sessions, privacy, and account deletion
Understand where to manage personal account access and privacy requests.
EveryoneRead guideTroubleshoot loading, saving, uploads, and missing pages
Try practical checks before contacting support.
EveryoneRead guideGet the right help and follow a support ticket
Know when to ask your organization and how to report a product issue.
EveryoneRead guideExport employees to a payroll system
Select employee records and download a verified payroll-provider CSV, with clear import requirements and availability.
Employers & adminsRead guideNo matching guide yet.
Try a shorter question, clear your filters, or browse a topic. We won’t guess at an answer.
Find the right supportA few quick answers.
I can’t log in
CrewSteps uses phone verification for sign-in. Enter the phone number associated with your account and use the latest code. If you no longer have that number, contact your organization administrator for help with access.
Read the step-by-step guideHow do I continue onboarding?
Open Onboarding and select Continue. CrewSteps resumes your next incomplete step and advances through the sequence as you finish required actions.
Read the step-by-step guideHow do I assign a course to new hires?
Open Assign training, choose a published course, and select the audience. The New hire target matches employees with Onboarding status, including future matching new hires.
Read the step-by-step guideWhy am I not receiving push notifications?
Open Notifications to review push preferences. Device permission, category preferences, and a registered device all affect delivery. Work-related SMS also requires consent for your current phone number.
Read the step-by-step guideHow do I update my credit card?
An authorized organization administrator can open Settings → Billing on the CrewSteps website to review the plan, payment method, invoices, and available renewal controls.
Read the step-by-step guideWho can see my CrewPulse answers?
Open CrewPulse and review the privacy choices on the check-in form. Individual check-ins and a separate request for personal support have different sharing rules.
Read the step-by-step guideHow do I export my employees to a payroll system such as Gusto or ADP?
CrewSteps allows administrators to export employee information for use with external payroll systems. Navigate to Staff, select Export to Payroll System, choose the employees you want to export, and select your payroll provider (Gusto or ADP). CrewSteps will generate a downloadable CSV file that can be imported into your payroll provider, subject to that provider's import requirements.
Read the step-by-step guideLet’s find the right help.
Ask your organization about assignments, deadlines, and company policies. For a CrewSteps product issue, use the support options below.