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Table of Contents

General Tab

...

Field Name

Description

ID

This is the

Agent 

Agent "Id". This is a unique identifier chosen when creating the agent.  Once

the 

the "ID"

 is

 is saved it cannot be changed.

Class

This is the

Agents 

Agents "Class", there is a drop down list that allows you to chose from 4 options.(Corporation, limited liability company, Partnership, and Sole Proprietorship)

Last Name

This is the

Agents 

Agents "Last Name".

First Name

This is the Agents '"First Name".

Business Name

This is the

Agents 

Agents "Business Name".

Tax ID

This is the

Agents 

Agents "Tax ID".

Address

This is the

Agents 

Agents "Address".

Phone Numbers
(Business)

This is the

Agents 

Agents "Business"

 phone

 phone number.

Phone Numbers
(Fax)

This is the

Agents 

Agents "Fax"

 Number

 Number

Phone Numbers
(Mobile)

This is the

Agents 

Agents "Mobile"

 phone

 phone number

Email Addresses

This is the

Agents 

Agents "Email Address"

Status

This is the

Agents 

Agents "Status".(Active, Inactive, or Terminated)

Dates

Here you can set

the 

the "Dates"

 for

 for the Agent. There is a drop down list that you can select to enter dates for. (Contract begin, Contract end, Last Review, and Next Review.)

Insurance
(Company)

This is the name of the Agents Insurance company.

Insurance
(Agent)

This is the Insurance agents name for the Agent.

Insurance 

Insurance 
(Phone)

This is the contact phone number for the Agents Insurance agent.

Insurance
(Policy)

This is the Agents insurance policy number.

Insurance 

Insurance 
(Expires)

This is the date the Agents insurance expires.

Deductions Tab

...

Field Name

Description

Description

This is

the 

the 'Description'

 of

 of the deduction item.

Amount

This is the 'Amount' associated to the Deduction item.

Percent

This Check box will show if the amount is a 'Percent' amount or a flat amount for the deduction item.

Minimum

This is the 'Minimum' amount that was set for the deduction item.

Maximum

This is the 'Maximum' amount that was set for the deduction item.

StartDate

This is

the 

the 'Start' date for the deduction item.

EndDate

This is the 'End'

 date

 date for the deduction Item

Adding New Deduction Item

...

Field Name

Description

Description

This is the description of the deduction item.

Type
(Amount)

The 'Amount' option will Gray out the Minimum and Maximum fields, and will be a flat amount taken from the settlement.

Type
(Percent)

The 'Percent' option will be a percent of the the Human resources pay in the settlement. You will need to enter an amount grater then 0 in the maximum field for this to work correctly.

Amount

This will be the Flat amount for the 'Deduction' if the Type 'Amount' was selected above. The Amount will the percent amount if the Type 'Percent' is selected above.

Minimum

This is the 'minimum' amount the deduction will take out. If you take out a percent of the settlement, and it is not more then the Minimum the the amount entered in this field will be used instead of the percent amount.

Maximum

This is the 'Maximum' amount that will be deducted from the settlement, if the percent amount taken from the settlement is greater then the Maximum amount entered here, the settlement will use the amount entered here.

Start Date

This is the 'Start' date for the Deduction Item to be applied.

End Date

This is the 'End' date for the Deduction Item to be applied.

Editing Deduction items

If you want to delete a deduction item you will need to highlight the Line you want to delete, and then click on the Edit button. If  If you want to delete a deduction item you will need to height like the Line you want to delete, and then click on the Edit button.

...

You an also double click on the line you would like to edit, and the Deduction form will come up for you to edit.

Removing Deduction Items

To Remove a Deduction item, click on the line you want to remove. Then click the Remove button in the bottom right corner of the Human Resources form.

...

Assigned Routes Tab

This is where you will see all the Routes for any of the Drivers that are associated to this Agent.

...

Field Name

Description

Route ID

This is where you will see

the 

the "Route ID's"

 that

 that are associated to any Drivers that are associated to this Agent.

Description

This is

the 

the "Description"

 of

 of the route.

Start

This is

the 

the "Start"

 time

 time for the route.

End

This is

the 

the "End"

 time

 time for the route.

Driver ID

This is

the 

the "Driver ID"

 for

 for the route.

Name

This is the

Drivers 

Drivers "Name".

Drivers Tab

...

Field Name

Description

Worker ID

This is the ID number for the Human Resource that is associated to this Agent.

First Name

This is

the 

the "First Name"

 of

 of the Human Resource that is associated to this Agent.

Last Name

This is

the 

the "Last Name"

 of

 of the Human Resource that is associate to this Agent.

Address

This is

the 

the "Address"

 for

 for the Human Resource that is associated to this Agent.

City

This is

the 

the "City"

 for

 for the Human Resource that is associated to this Agent.

State

This is

the 

the "State"

 for

 for the Human Resource that is associated to this Agent.

Zip

This is

the 

the "Zip"

 Code

 Code for the Human Resource that is associated to this Agent.

Phone

This is

the 

the "Phone"

 Number

 Number for the Human Resource that is associated to this Agent.