How to create new Driver?

Step 1: Open Workforce Module

• Log in to your Atlassian TMS account.
• Access the Workforce module from the dashboard.

Step 2: Create a New Driver

• Within the Workforce module, click on the "Create" button to initiate the process of creating a new driver.

Step 3: Basic Information

• Fill in the driver's name.
• Choose the driver's status (Subcontractor or Employee).
  • If you select Subcontractor, you'll be presented with two options: "Our Company" or "Owner Operator."
    • If you choose "Owner Operator," you can specify the payment method as "To Driver" or "To Owner Operator."

Note: Fields with a blue background are mandatory and must be filled in

Step 4: General Information

• In the "General" tab, you'll see a mandatory field for the Dispatcher.
• Other fields like "Current Truck," "Wage Type," and "Contract Category" will be automatically filled in later when you create a contract, user, and truck for this driver.
• Check the "Is Driver" checkbox as you are creating a driver.

Step 5: Work Information

• In the "Work Information" tab, you can provide contact information and specify the driver's position.
• Fill in all fields in the "Contact Information" section, except for "Fuel Cards," which will be filled automatically when assigning a fuel card to the driver.
• Specify the driver's "Working Hours" and "Job Title" in the "Position" section. This information will be automatically filled when you choose a job position.

Step 6: Private Information

• In the "Private Information" tab, provide details about the driver, including:
  • Citizenship & Other Information
  • Status
  • Work Permit
  • Contact Information
  • Birth
  • Education
•  This tab does not have mandatory fields, except for the SSN (Social Security Number), which must be filled in.

Step 7: HR Settings

• In the "HR Settings" tab, configure the driver's "Status" by selecting an existing user or creating a new user for this driver.

• Set important dates, including the "Medical Exam Date" and other document expiration dates.

Step 8: Documents

• In the "Documents" tab, upload scans of all the driver's required documents.

Step 9: Creating a Contract (Important)

• To display the driver on the Dispatcher Board, you must create a contract for the driver.
• Fill in the fields in "Work Information" > "Position" > "Department," "Job Position," and "Driver Title."
• Use the "New Assignation" button to assign the driver to a truck, trailer, and dispatcher.

Step 10: Save Your Changes

• After entering all the required information for the driver, click the "Save" button to create the new driver in Atlassian TMS.

By following these steps, you can efficiently create a new driver in Atlassian TMS