The following data filters are available on the Driver Management page:
- Company
Controller
Driver
Show “Inactive” drivers
Then click on “Refresh data” to display
This view displays all the drivers for the specific filters you chose above
Adding a new driver
Click on “New” at bottom of page. You will then be presented with the following pop-up window.
Recommended Company – drop-down from TMS automatically populated
Driver Controller – controller drop-down is populated based on user management settings
Full Name – Please enter with no special characters
Surname – Please enter with no special characters
Known as – Please enter with no special characters
Cellphone number – Please enter with no special characters
Alternate contact number – Please enter with no special characters
Employee Number – Please enter drivers payroll number here
Date of Birth – must be filled in – Year/Month/Day
Home language – must be filled in – Multiple entries allowed
South African Citizen – must either be Yes or No
If SA Citizen is “Yes” complete as follows
ID Number –must be filled in with no spaces, also upload copy of Drivers ID(only pdf format)
Passport Not applicable – dependent on trips driver will be doing if its cross border. If passport is not applicable proceed straight to licensing field.
Passport Number –must be filled in with no spaces, also upload copy of Drivers ID (only pdf format)
Passport Expiry–select date from pop-up window that appears when you click on passport expiry
License Number –must be filled in with no spaces, also upload copy of Drivers ID(only pdf format)
License Expiry–select date from pop-up window that appears when you click on passport expiry
PDP Expiry–select date from pop-up window that appears when you click on passport expiry
Pin Number – 4-digit number no spaces Let the driver give you his own 4 digit pin that he will use to log in on the tablets as he will need to remember the pin entered here.
Verify Pin Number – same as previously typed pin number
If SA Citizen = “No” then you will need to fill in his work permit information
Rest of the field if non SA Citizen remain the same
Then click on “Create” to save the new driver
Editing existing driver
Click on “Edit” at bottom of page. You will then be presented with the following pop-up window.
Full Name – Please enter with no special characters
Surname – Please enter with no special characters
Known as – Please enter with no special characters
Cellphone number – Please enter with no special characters
Alternate contact number – Please enter with no special characters
Employee Number – Please enter drivers payroll number here
Date of Birth – must be filled in – Year/Month/Day
Home language – must be filled in – Multiple entries allowed
South African Citizen – must either be Yes or No
If SA Citizen is “Yes” complete as follows
ID Number –must be filled in with no spaces, also upload copy of Drivers ID(only pdf format)
Passport Not applicable – dependent on trips driver will be doing if its cross border. If passport is not applicable proceed straight to licensing field.
Passport Number –must be filled in with no spaces, also upload copy of Drivers ID (only pdf format)
Passport Expiry–select date from pop-up window that appears when you click on passport expiry
License Number –must be filled in with no spaces, also upload copy of Drivers ID(only pdf format)
License Expiry–select date from pop-up window that appears when you click on passport expiry
PDP Expiry–select date from pop-up window that appears when you click on passport expiry
Pin Number – 4-digit number no spaces Let the driver give you his own 4 digit pin that he will use to log in on the tablets as he will need to remember the pin entered here.
Verify Pin Number – same as previously typed pin number.
If SA Citizen = “No” then you will need to fill in his work permit information
Rest of the field if non SA Citizen remain the same
Then click on “Save” to save the existing driver
Setting Effective Dates
Click on “Edit” at bottom of page after highlighting relevant driver.
Click on “Wage Properties”
Term – drop-down from TMS automatically populated
Pay System – drop-down from TMS automatically populated
Driver Type – drop-down from TMS automatically populated
Subsistence – drop-down from TMS automatically populated
Pay Type – drop-down from TMS automatically populated
Off week driver – either Yes or No
Effective Start Date – Date the driver started at the company
Click on “Manage Pay Rates” at bottom of page to set the rate at which this driver will be paid.
Manage Pay Rates
Enter Rate and Effective Date
Click on the rate you wish to edit and then select “edit” at the bottom
Edit Rate or Edit Effective Date
Click on “Manage Pay Rates” at bottom of page to set the rate at which this driver will be paid
Vet Driver
Click on “Vetted” at bottom of page in the edit driver screen. This will return a error message if any of the required documentation is missing.
Below is an example where the wage properties have not been set
Deactivating a driver
Click on “” on the far right of page and click on “Deactivate Driver”
Provide Details:
Select reason for deactivating driver from the dropdown
Select the date the driver was made deactivated
Explain why the driver is being made de-active
Transfer Driver
Click on “Transfer” at bottom of page in driver management.
Select Company and Controller to transfer to
Transfer Notes – Reason for transfer
Click on “transfer” to complete
Manage Documents
From Manage Documents you can easily and effectively update or load new documents any documents required for a specific driver.
First select the relevant driver in the driver management grid before select manage documents to see which documents already exist for the driver.
