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This page is for the Classic Operations App. For the Operations App please see Human Resources. |
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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. This is informational with the exception of “Agent Contractor” which can be associated with an agent. Example of usage:
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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 not “Agent 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 |
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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| Tip |
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Quick Tip: You can use one of the following advanced finds reports, CXT - Human Resources W/Expired Critical Dates or CXT - Drivers With Expired Dates, to see drivers that have expiring critical dates and expiring standard dates. See Advanced Find Service for the Classic Operations App or Find for the Operations App. |
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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.
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Quick Tip: The Open Parent button will open the human resource record attached to the task. |
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