Driver Setup

 

Accessing the Driver Setup:

  • Select Data Setup -> Drivers

Quick Tips:

  • Check the box to view both active and inactive drivers.

Entering a New Driver:

  • Click the Add New Driver button
  • General Tab: Basic Driver Information.

    Note: If a route is assigned to the driver, it will automatically be assigned to the shipment upon saving.

    • Enter a Search Name for the driver. This is the name that appears in the list when selecting a driver.
    • Enter the full name for the driver. This name can be different from the search name entered.
    • (Optional) Enter the address, contact information, default route, and default vehicle for the driver.
    • Note:If a driver is assigned to shipments, he cannot be removed from the system, but he can be marked Inactive. This will remove the driver from all lists in the system except the Driver Management Screen.
  • Details Tab: Personal driver information (Optional).
    • Security ID: Enter a security ID for the driver.
    • SSN: Enter the driver’s Social Security number.
    • EIN: Enter this EIN number for the driver.
    • Comments: Enter any comments you would like to keep on file for the driver.
    • Pager Information: Enter the driver’s cell phone number, then select the pager service.
    • License Information: Enter the driver’s license information.
    • Vehicle Information: Enter the driver’s vehicle information.
  • Settlement Tab: Settlement information for owner/operators.
    • Owner: This option is checked if the driver is an owner operator. This will make the driver eligible for settlements on shipments.
    • P/D %: This is the percentage a driver gets on the base charges of a shipment.
    • Special %: This is the percentage a driver gets from the special on a shipment.
    • Surcharge: This is the percentage a driver gets from the eligible surcharges on a shipment.
      • Note: The surcharge must be set to be included in the driver settlement.
    • Fuel: This is the percentage a driver gets from the fuel surcharge on a shipment.
  • Employment Tab: The employment and training information for a driver.
    • Employee Information: DOB, moving violations, training, and other employee information about the driver.
    • Employment Details: Hire Date, Termination Date and other general employment information about the driver.