This page is for the Operations App. For the Classic Operations App please see Human Resources - New / Edit Human Resource. |
Human resource records can be used for every individual in your company. Office staff, employee drivers, and independent contractors can have a human resource record.
For human resource records with the “Employee Driver” class, you must have the “View Employees” permission. See Users. |
To get to the Human Resources section, go to Maintenance > Human Resources.
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Go to Maintenance > Human Resources.
Click the human resource record you would like to edit or click the action menu at the end of the row and select Edit.
Quick Tip: You can open 2 edit forms by selecting the checkboxes of the human resource records and clicking the edit pencil icon in the top right. |
You cannot delete a human resource record if it is attached to a driver. |
Go to Maintenance > Human Resources.
Check the checkbox of the human resource record(s) you would like to delete.
Click the delete button in the top right.
Field Name | Description |
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ID | Unique numerical ID. |
Badge ID | This ID does not have to be unique. |
Photo | Image of human resource. The image is displayed online if enabled "Driver Photo(s)" is enabled in the Global Options. |
First Name | First name of the human resource. |
Last Name | Last 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. |
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. |
Business Name | Used to informationally store a contractor driver's company name or a business name for your employees. Visible if Class selected is not “Agent Contractor”. |
Agent | The selected agent from the list of agents. See Agents. Visible if the Class selected is "Agent Contractor". |
Address | Home or business address for human resource. Click the address icon to enter a new address. |
Labels | Label(s) to be used for reporting purposes. See Labels. |
Date of Birth | Date of birth for human resource. Check the box to hide the date field. |
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. |
Standard and user defined dates are entered in the Dates tab. You can select which dates you would like to have set up as a critical date. Date Names for User Defined Dates must be set up in the HR tab of the Global Options. See Setting Up Customized Critical Dates.
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. |
Deductions for the human resource can be viewed, added, edited, and removed in the Deductions tab. Deduction items must be added in the Deduction Items section in order to be added here in the human resource record. See Deduction Items.
In the Inet Account tab, you can allow, set up, and control access to the driver portal. The Show Columns section allows you to choose fields to display in the Settlements section of the driver portal under their login.
Quick Tip: The Approved checkbox must be checked for the human resource to log into the driver portal of your website. |
The Recurring tab displays all assigned recurring orders to the human resource.
The Routes tab displays all assigned routes to the human resource.
The Attachments tab displays all files attached to the human resource record. Use the action menu to Delete, Edit Description, or Open the attachment in a new window.
Quick Tip: Hover over the image type to view when and which user added the attachment. |
Tasks are listed in the Tasks tab and can be assigned to users. The Due date of overdue tasks will be red. Use the action menu of the task to Delete or Edit tasks.
A Reminder can be set, but it is only available in the Classic Operations App.
A Reminder can be set, but it is only available in the Classic Operations App.
The Notes tab is where you can directly enter text notes for the human resource record.
Retrieve the human resource record's data from QuickBooks Online.
Send the human resource record's data to QuickBooks Online.
Display the audit trail for the human resource record.
Display a summary of the commissions.
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