Human Resources
- Michelle Cabaya (Unlicensed)
- Amy Mangueira
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.
How to Create a New Human Resource
Go to Maintenance > Human Resources.
Click the + button in the top right.
How to Edit a Human Resource
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.
How to Delete a Human Resource
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.
Human Resource Form
General
Field Name | Description |
|---|---|
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:
|
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. |
Advanced
Field Name | Description |
|---|---|
Pay | |
Pay Chart | Visible if "Enable driver pay charts" is checked in the Global Options. The selected pay chart type to configure the following Pay fields.
|
Pay Chart Value/Item Pay Chart Value/Surcharge Chart Value | Chart ID for driver pay. Use the down arrow to set pay charts for each of the different chart types. See How to Set Customer/Human Resource Driver override pay chart. |
On-Demand % | Pay percentage for on-demand work. |
Route % | Pay percentage for routed work. |
Informational (This section is strictly informational can be generated into reports but is not used to calculate pay) | |
Pay Method | The selected pay style.
|
Hourly Rate | Hourly rate. |
Reimbursement % | Reimbursement percentage. |
Reimbursement Mile | The amount per mile that the driver is reimbursed. |
Drivers License | |
State | Drivers license information for human resource. |
Class | |
Number | |
Expires | |
Vehicle | |
Description | Vehicle information for human resource. |
VIN | |
Insurance | |
Company | Insurance information for human resource. |
Agent | |
Phone | |
Policy | |
Expires | |
Immigration | |
Card ID | Immigration card information for human resource. |
Expires | |
Status | |
Current Status | Human resource's current employment status.
|
Termination date | Visible when Current Status is set to "Terminated". Date of the human resource's termination. |
Eligible for re-hire | Visible when Current Status is set to "Terminated". If checked, the human resource terminated is eligible for rehire. |
Termination reason | Visible when Current Status is set to "Terminated". The reason for the human resource's termination. |
Worker Data | |
SSN | Information on the human resource. |
Brand | |
Dept | |
Job Title | |
Ethnicity | |
Gender | |
User Data | |
User Data 1-8 | Customizable fields that can be renamed in the HR tab of the Global Options. |
Dates
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.
Deductions
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.
Inet Account
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.
Recurring
The Recurring tab displays all assigned recurring orders to the human resource.
Routes
The Routes tab displays all assigned routes to the human resource.
Attachments
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.
Tasks
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.
Notes
The Notes tab is where you can directly enter text notes for the human resource record.
Action Menu
Import
Retrieve the human resource record's data from QuickBooks Online.
Export
Send the human resource record's data to QuickBooks Online.
Audit Trail
Display the audit trail for the human resource record.
Show Customer Commissions
Display a summary of the commissions.