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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
General Tab
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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
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Description
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Description
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This is the description of the deduction item.
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Type
(Amount)
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The 'Amount' option will Gray out the Minimum and Maximum fields, and will be a flat amount taken from the settlement.
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Type
(Percent)
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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.
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Amount
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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.
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Minimum
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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.
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Maximum
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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.
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Start Date
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This is the 'Start' date for the Deduction Item to be applied.
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End Date
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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 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.
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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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Field Name
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Description
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Route ID
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This is where you will see the "Route ID's" that are associated to any Drivers that are associated to this Agent.
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Description
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This is the "Description" of the route.
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Start
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This is the "Start" time for the route.
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End
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This is the "End" time for the route.
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Driver ID
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This is the "Driver ID" for the route.
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Name
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This is the Drivers "Name".
Drivers Tab
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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 "First Name" of the Human Resource that is associated to this Agent.
Last Name
This is the "Last Name" of the Human Resource that is associate to this Agent.
Address
This is the "Address" for the Human Resource that is associated to this Agent.
City
This is the "City" for the Human Resource that is associated to this Agent.
State
This is the "State" for the Human Resource that is associated to this Agent.
Zip
This is the "Zip" Code for the Human Resource that is associated to this Agent.
Phone
Field Name | Description | ||
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ID | Unique identifier chosen when creating the agent. This cannot be edited. | ||
Class | Agent class:
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Last Name | Agent’s last name. | ||
First NameThis is the Agents '"First Name" | Agent’s first name. | ||
Business NameThis is the Agents "Business Name" | The agent’s business name is used when displaying the agent. | ||
Tax IDThis is | the Agents "Tax ID"Agent’s tax ID. | ||
AddressThis is | the Agents "Address"Address for the agent. | Phone Numbers | This is the Agents "Business" phone number Click the address icon to enter a new address. |
Phone Numbers | (Fax)This is the Agents "Fax" Number | ||
Phone Numbers | This is the Agents "Mobile" phone number | ||
Email Addresses | This is the Agents "Email Address" | ||
Status | This is the Agents "Status".(Active, Inactive, or Terminated) | ||
Dates | Here 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 | This is the name of the Agents Insurance company. | ||
Insurance | This is the Insurance agents name for the Agent. | ||
Insurance | This is the contact phone number for the Agents Insurance agent. | ||
Insurance | This is the Agents insurance policy number. | ||
Insurance | This is the date the Agents insurance expires. |
Deductions Tab
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Field Name
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Description
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Description
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This is the 'Description' of the deduction item.
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Amount
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This is the 'Amount' associated to the Deduction item.
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Percent
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This Check box will show if the amount is a 'Percent' amount or a flat amount for the deduction item.
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Minimum
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This is the 'Minimum' amount that was set for the deduction item.
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Maximum
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This is the 'Maximum' amount that was set for the deduction item.
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StartDate
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This is the 'Start' date for the deduction item.
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EndDate
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This is the 'End' date for the deduction Item
Adding New Deduction Item
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| 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. |
Status | |
Current Status | Current status of agent.
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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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When Percent is selected
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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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