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How to Edit a Human Resource

1. Go to Maintenance > Human Resources.
2. Double-click the human resource you would like to edit.

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How to Delete a Human Resource

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1. Go to Maintenance > Human Resources.
2. Double-click the human resource you would like to delete.
3. Click the Delete at the top of the form.

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Form

General

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Advanced 

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datesTab datesTab

Dates

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Standard and user defined dates are entered in the Dates tab. You can select which dates you would like to have set up as a critical date. User Defined Dates are set up in the  HR tab of the Global Options. See Setting Up Customized Critical Dates.

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Misc 

Worker and user data is entered in the Misc tab. If the human resource is on the sales staff or receives customer commissions, you can click on the Show Customer Commissions button to display a summary of the commissions. The user data fields are customizable fields that can be renamed in the HR tab of the Global Options.

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Deductions 

Deductions for the human resource can be viewed, added, edited and removed in the Deductions tab. Deduction items must be added in the Deduction Items section in order to be added here in the human resource record. See Deduction Items. 

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Inet Account 

In the Inet Account tab, you can allow, set up and control access to the driver portal. The Show Columns section allows you to choose fields to display in the Settlements section of the driver portal under their login. 

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Recurring 

The Recurring tab displays all assigned recurring orders to the human resource.

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Routes

The Routes tab displays all assigned routes to the human resource.

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Attachments 

The Attachments tab displays all files attached to the human resource record. To add a new attachment click the insert file icon  in the toolbar or right click and select Insert File or Create Text File. Double click to open the attachment or select the attachment then right click and select Open Attachment. The right click menu also allows you to delete, save the attachment to your computer, and edit the Description. 

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Tasks 

Tasks are listed in the Tasks tab. The DueDate of overdue tasks will be highlighted red and completed tasks will be highlighted in green. You can add, edit and delete tasks by clicking on Tasks in the toolbar or right-clicking in the Tasks section.

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When the Mark as Completed button is clicked, a date field will appear to enter the time and date that the task was completed. 

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Settlements

The Settlements tab is where you select the message format that will be used when emailing the settlement reports to the driver. See Message Formats for more information on how to add or edit message formats.

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Notes

The Notes tab is where you can directly enter text notes for the human resource record.  

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