Table of Contents

General Tab

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Table of Contents

In the Operations App, agents get paid on behalf of others. For example, a company or individual that gets paid for work done by several. See How to Set Up an Agent Driver.

How to Add a New Agent

Go to Maintenance > Agents.
Click the New button in the toolbar.

How to Edit an Agent

Go to Maintenance > Agents.
Double-click the agent you would like to edit.

How to Delete an Agent

Go to Maintenance > Agents.
Double-click the agent you would like to delete.
Click Delete at the bottom of the form.

Form

General

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Field Name	Description
ID

This is the Agent "Id". This is a unique

Unique identifier chosen when creating the agent.

Once the "ID" is saved it

This cannot be

changed

edited.

Class

This is the 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 NameThis is the Agents "Last Name".First NameThis is the Agents '"First Name"

	Agent class: Corporation Limited liability company Partnership Sole Proprietorship
Last Name	Agent’s last name.
First Name	Agent’s first name.
Business Name

This is the Agents "Business Name"

The agent’s business name is used when displaying the agent.

Tax ID

This is the Agents "Tax ID"

Agent’s tax ID.

Address

This is the Agents "Address"This is the Agents "Business" phone number

Address for the agent.

Phone Numbers
(Business)

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Click the address icon to enter a new address.

Phone Numbers

(Fax)This is the Agents "Fax" NumberPhone Numbers
(Mobile)This is the Agents "Mobile" phone numberEmail AddressesThis is the Agents "Email Address"StatusThis is the Agents "Status".(Active, Inactive, or Terminated)DatesHere you can set the "Dates" 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
(Phone)This is the contact phone number for the Agents Insurance agent.Insurance
(Policy)This is the Agents insurance policy number.Insurance
(Expires)This is the date the Agents insurance expires.

Deductions Tab

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Adding New Deduction Item

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Edititng Deduction items

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

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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.

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Assigned Routes Tab

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

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Drivers Tab

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Field NameDescriptionWorker IDThis is the ID number for the Human Resource that is associated to this Agent.First NameThis is the "First Name" of the Human Resource that is associated to this Agent.Last NameThis is the "Last Name" of the Human Resource that is associate to this Agent.AddressThis is the "Address" for the Human Resource that is associated to this Agent.CityThis is the "City" for the Human Resource that is associated to this Agent.StateThis is the "State" for the Human Resource that is associated to this Agent.ZipThis is the "Zip" Code for the Human Resource that is associated to this Agent.PhoneThis is the "Phone" Number for the Human Resource that is associated to this Agent.

Business Fax Mobile Pager	Associated phone numbers. Use the down arrow to select the type of phone number.
Email Addresses Email 1	Associated email addresses. Use the down arrow to enter up to 2 email addresses.
Status
Current Status	Current status of agent. Active Inactive Terminated
Dates
Contract begin / Contract end / Last Review / Next Review	Dates associated with the agent. Use the down arrow to select the date fields.
Insurance
Company	Agent's insurance information.
Agent
Phone
Policy
Expires

Deductions Tab

You can view and edit settlement deductions for the agent from the Deductions tab.

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How to Add New Settlement Deduction for Agent

From the agent form, go to the Deductions tab.
Click Add.

How to Edit a Settlement Deduction for Agent

From the agent form, go to the Deductions tab.
Select/Highlight a settlement deduction by clicking on the one you want to edit.
Click Edit.

How to Remove a Settlement Deduction for Agent

From the agent form, go to the Deductions tab.
Select/Highlight a settlement deduction by clicking on the one you want to delete.
Click Remove.

Settlement Deduction Form

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Note

When Percent is selected

If a Minimum is entered and is greater than the calculated percentage, the Minimum will be used.
You must enter an amount greater than '0' in the Maximum field.

Assigned Routes Tab

The Assigned Routes tab is where you will see all the routes for any of the drivers that are associated with this agent.

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Drivers Tab

The Drivers tab displays human resource records associated with the agent.

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Versions Compared

Old Version 2

New Version Current

Key

General Tab

How to Add a New Agent

How to Edit an Agent

How to Delete an Agent