Human Resources

This page is for the Operations App. For the Classic Operations App please see Human Resources - New / Edit Human Resource.

1 How to Create a New Human Resource
2 How to Edit a Human Resource
3 How to Delete a Human Resource
4 Human Resource Form
- 4.1 General
- 4.2 Advanced
- 4.3 Dates
- 4.4 Deductions
5 Inet Account
6 Recurring
7 Routes
8 Attachments
- 8.1 Tasks
- 8.2 Notes
- 8.3 Action Menu
  - 8.3.1 Audit Trail
  - 8.3.2 Show Customer Commissions

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.

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

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.

Human Resource Form

General

Field Name	Description

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: Agent Contractor: A driver for a third-party company. Contract Driver: An independent driver. Employee Driver: A driver employed by your company. Exempt Staff: Salaried staff. Non Exempt Staff: Hourly staff.
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 "Contract Driver", "Employee Driver", "Exempt Staff", or "Non Exempt Staff".
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

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 Item Pay Chart Surcharge Pay
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+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.
Class
Number
Expires
Vehicle
Description	Vehicle information for human resource.
VIN	Vehicle information for human resource.
Insurance
Company	Insurance information for human resource.
Agent
Phone
Policy
Expires
Immigration
Card ID	Immigration card information for human resource.
Expires	Immigration card information for human resource.
Status
Current Status	Human resource's current employment status. Active Inactive Terminated
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.