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Table of Contents

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Field NameDescription
IDUnique numerical ID. 
Badge IDThis ID does not have to be unique. 
ClassThe classification of the human resource: 
  • Agent Contractor: A driver for a third-party company.
  • Contract Driver: An independent driver. 
  • Employee Driver: A driver employed by your company.
  • Exempt Staff: Salaried staff.
  • Non Exempt Staff: Hourly staff.
Business UnitThe business unit the human resource is associated with. The default is set to "Global". See Business Units (Classic Operations App)
Business Name

Used to informationally store a contractor driver's company name or a business name for your employees.  

Visible if Class selected is "Contract Driver", "Employee Driver", "Exempt Staff", or "Non Exempt Staff". 

Agent

The selected agent from the list of agents. See Agents.

Visible if the Class selected is "Agent Contractor".

Last NameLast name of the human resource.
First NameFirst name of the human resource.
NicknameThe name that will show on the dispatch board if the human resource is a driver.
Tax IDTax ID for human resource.
Date of Birth


Info

For X Dispatch 19.1 or newer.

Date of birth for human resource. Check the box to hide the date field.

Address

Home or business address for human resource. Click the address icon  to enter a new address.

Phone Numbers Associated phone numbers. Use the down arrow to select the type of phone number.
Email Addresses Associated email addresses. Use the down arrow to enter up to 2 email addresses.
Labels

Label(s) to be used for reporting purposes. See Labels (Classic Operations App).

Info

Requires X Dispatch 20.0 or newer.


PhotoImage of human resource. The image is displayed online if enabled "Driver Photo(s)" is enabled in the Global Options

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Field NameDescription
Pay 

Pay Chart

Item Pay Chart

Surcharge Pay

Visible if "Enable driver pay charts" is checked in the Global Options.

Chart ID for driver pay. Use the down arrow to set pay charts for each of the different chart types. See How to Set Customer/Human Resource Driver override pay chart.

On Demand %Pay percentage for on-demand work.
Route %Pay percentage for routed work.

Informational  (This section is strictly informational can be generated into reports but is not used to calculate pay)

(Pay Style Drop Down)

The selected pay style.

  • Hourly+Mileage
  • Hourly+Mileage+Bonus
  • Commission+Per Mile
  • Commission+Per Order
  • Loaded Per Mile
Hourly rateHourly rate.
Reimbursement %Reimbursement percentage.
Reimbursement MileThe amount per mile that the driver is reimbursed.
Drivers License 
State

Drivers license information for human resource.  

Info

For X Dispatch 19.1 or newer, the Expires date is editable in the Dates tab.

For X Dispatch 19.0 or older, enter Expires date to be used with Enforce Critical Dates in the Dispatch tab of Global Options.


Class
Number
Expires
Vehicle
Vehicle
(Description)
Vehicle information for human resource.
Vehicle
(VIN)
Insurance 
Company

Insurance information for human resource. 

Info

For X Dispatch 19.1 or newer, the Expires date is editable in the Dates tab.

For X Dispatch 19.0 or older, enter Expires date to be used with Enforce Critical Dates in the Dispatch tab of Global Options.


Agent
Phone
Expires
Immigration 
Card ID

Immigration card information for human resource. 

Info

For X Dispatch 19.1 or newer, the Expires date is editable in the Dates tab.

For X Dispatch 19.0 or older, enter Expires date to be used with Enforce Critical Dates in the Dispatch tab of Global Options.


Expires
Dates

Birth

Contract

Driving Rec

Last Review

Next Review

Last Work Day

DOT Expires


Info

For X Dispatch 19.0 or older

Dates for human resource.

Status
Current Status

Human resource's current employment status. 

  • Active 
  • Inactive
  • Terminated 


Note

If "Interactive" or "Terminated" is selected, associated driver records will be deactivated.


Tip
titleQuick Tip

For reporting in any finds using the driverID, the human resource status values are:

  • 0 = Active
  • 1 = Inactive
  • 2 =  Terminated


Termination date

Visible when Current Status is set to "Terminated".

Date of the human resource's termination.

Eligible for re-hire

Visible when Current Status is set to "Terminated".

If checked, the human resource terminated is eligible for rehire.

Termination reason

Visible when Current Status is set to "Terminated".

The reason for the human resource's termination.

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Dates

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Note

The task must be completed to dismiss the pop up.

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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. 

Tip
titleQuick Tip

The Open Parent button will open the human resource record attached to the task.

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CXTU Courses/Lessons
  • Drivers & Mobile App - Human Resources and Drivers
  • On-Boarding Training: Human Resources & Drivers
  • Accounting Role Training: Driver Pay