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Alternate Steps
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Field Name | Description |
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ID | Unique numerical ID. |
Badge ID | This ID does not have to be unique. |
Class | The classification of the human resource:
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Business Unit | The 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 “Agent Subcontractor”, "Contract Driver", "Employee Driver", "Exempt Staff", "Non Exempt Staff", or “Outsourced Contractor”. |
Agent | The selected agent from the list of agents. See Agents. Visible if the Class selected is "Agent Contractor". |
Last Name | Last name of the human resource. |
First Name | First name of the human resource. |
Nickname | The name that will show on the dispatch board if the human resource is a driver. |
Tax ID | Tax ID for human resource. |
Date of Birth | 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). |
Photo | Image of human resource. The image is displayed online if enabled "Driver Photo(s)" is enabled in the Global Options. |
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Note |
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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 |
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Quick Tip: The Open Parent button will open the human resource record attached to the task. |
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