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Human Resources - New / Edit Human Resource

Human Resources - New / Edit Human Resource

This page is for the Classic Operations App. For the Operations App please see Human Resources.

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 Maintenance Functions -> Human Resources -> View Employees permission. See Users (Classic Operations App).

How to Add a New Human Resource

  1. Go to Maintenance > Human Resources.

  2. Click the New button in the toolbar.

Required fields:

  • ID

  • Class

  • Business Unit

When adding a deduction to a new human resource record, you must save the record first. 

Alternate Steps

  1. Click the arrow next to the New button, or press the Alt and N keys.

  2. Click Human Resources, or press the H key.

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How to Edit a Human Resource

  1. Go to Maintenance > Human Resources.

  2. Double-click the human resource you would like to edit.

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How to Delete a Human Resource

You cannot delete a human resource record if it is attached to a driver.

  1. Go to Maintenance > Human Resources.

  2. Double-click the human resource you would like to delete.

  3. Click the Delete at the top of the form.

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Form

General

Field Name

Description

Field Name

Description

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: 

  • Agent Contractor: A driver for a third-party company. This driver would be associated with an Agent that would usually be the one to get paid instead of the driver directly.

  • Agent Subcontractor: A driver that works for a 1099 IC. This does not reference Agents in the software.

  • Contract Driver: An independent driver. 

  • Employee Driver: A driver employed by your company.

  • Exempt Staff: Salaried staff.

  • Non Exempt Staff: Hourly staff.

  • Outsourced Contractor: A backup, or partner, courier company driver.

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 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 

 to enter a new address.

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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Advanced 

Field Name

Description

Field Name

Description

Pay 

Pay Chart

Item Pay Chart

Surcharge Pay

Visible if "Enable driver pay charts" is checked in the Global Options.

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 Style Drop Down)

The selected pay style.

  • Hourly+Mileage

  • Hourly+Mileage+Bonus

  • Commission+Per Mile

  • Commission+Per Order

  • Loaded Per Mile

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.  

The Expires date is editable in the Dates tab.

Class

Number

Expires

Vehicle

Vehicle
(Description)

Vehicle information for human resource.

Vehicle
(VIN)

Insurance 

Company

Insurance information for human resource. 

The Expires date is editable in the Dates tab.

Agent

Phone

Expires

Immigration 

Card ID

Immigration card information for human resource. 

The Expires date is editable in the Dates tab.

Expires

Dates

Birth

Contract

Driving Rec

Last Review

Next Review

Last Work Day

DOT Expires

Dates for human resource.

Status

Current Status

Human resource's current employment status. 

  • Active 

  • Inactive

  • Terminated 

If "Interactive" or "Terminated" is selected, associated driver records will be deactivated.

Quick Tip: For reporting in any finds using the driverID, the human resource status values are:

  • 0 = Active

  • 1 = Inactive

  • 2 =  Terminated

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.