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

  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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Field Name


Field Name



Unique numerical ID. 

Badge ID

This ID does not have to be unique. 


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”. 


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.


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.


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.


Label(s) to be used for reporting purposes. See Labels (Classic Operations App).


Image of human resource. The image is displayed online if enabled "Driver Photo(s)" is enabled in the Global Options

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Field Name


Field Name



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 


Drivers license information for human resource.  

The Expires date is editable in the Dates tab.






Vehicle information for human resource.




Insurance information for human resource. 

The Expires date is editable in the Dates tab.





Card ID

Immigration card information for human resource. 

The Expires date is editable in the Dates tab.





Driving Rec

Last Review

Next Review

Last Work Day

DOT Expires

Dates for human resource.


Current Status

Human resource's current employment status. 

  • Active 

  • Inactive

  • 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.

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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. User Defined Dates are set up in the  HR tab of the Global Options. See Setting Up Customized Critical Dates.

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Worker and user data is entered in the Misc tab. If the human resource is on the sales staff or receives customer commissions, you can click on the Show Customer Commissions button to display a summary of the commissions. The user data fields are customizable fields that can be renamed in the HR tab of the Global Options.

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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 (Classic Operations App)

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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. 

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The Recurring tab displays all assigned recurring orders to the human resource.

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The Routes tab displays all assigned routes to the human resource.

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The Attachments tab displays all files attached to the human resource record. To add a new attachment click the insert file icon  in the toolbar or right click and select Insert File or Create Text File. Double click to open the attachment or select the attachment then right click and select Open Attachment. The right click menu also allows you to delete, save the attachment to your computer, and edit the Description

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Tasks are listed in the Tasks tab. The DueDate of overdue tasks will be highlighted red and completed tasks will be highlighted in green. You can add, edit and delete tasks by clicking on Tasks in the toolbar or right-clicking in the Tasks section.

Tasks are assigned to Operations App users and can have reminders set. When the Reminder field is set, the Edit Task form will pop up at the time the reminder is set. for. For example, if Reminder is set to "10 Minutes" and my Due date is set to "06:00 Wed 03/27/19", the Edit Task form will pop up at 5:50am on 03/27/2019. 

When the Mark as Completed button is clicked, a date field will appear to enter the time and date that the task was completed. 

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The Settlements tab is where you select the message format that will be used when emailing the settlement reports to the driver. See Message Formats (Classic Operations App) for more information on how to add or edit message formats.

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The Notes tab is where you can directly enter text notes for the human resource record.  

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