Workers are used to identify the people who drive the vehicles. Some workers are drivers only and some workers are also route sales reps.
From the Resources menu, click on Workers.
Filter
The filter is the box next to the Filter caption.
You can enter text to match the Short Name or Full Name fields.
To clear the quick filter, click on the X button next to the quick filter.
The quick filter is persistent. If a quick filter is set when you leave this form, it will be restored the next time you enter the form.
New Vehicle
To create a new vehicle, click on the New Worker link.
Fields
| Short Name | A short name to be used on forms. (Required) |
| Full Name | The worker’s full name. (Required) |
| The worker’s email address. (Optional) | |
| Phone | The worker’s phone number. (Optional) |
| Cost Per Regular Hour | The cost of a non-overtime hour including wages and benefits (Required) |
| Cost Per Overtime Hour | The cost of an overtime hour including wages and benefits (Required) |
Upload Workers
To upload several workers in a single operation, create a spreadsheet from the WorkerUpload template. Then save the spreadsheet as a CSV file.
The fields in the spreadsheet are the same as those in the New Worker form.
Then click on the Upload Workers link.
Click on the Select File button to select the CSV file that you saved.
On the next form, click the Upload button to start the upload process.
The results will be displayed and then click on the Close button.
The workers in the spreadsheet will be displayed.
Edit
To change the worker data, click on the Edit link.
The Edit Worker form will be displayed. This form is identical to the New Worker form, except that a Delete button is shown.
To save the worker data, click on the OK button.
To delete the worker, click on the Delete button.