Employee

Settings > Employee > Employee

PREREQUISITE: You must have an Employee Type and Plant set up to add an employee.

While TrackIt isn't intended as an employeeUser accounts for drivers, dispatchers, and other staff to perform varying functions in TrackIt. management system, it does offer numerous features to create and track your drivers and dispatchers, give access to the TrackIt Android app, handle hours worked and payroll, receive email and text messagesText messages exchanged between drivers and dispatchers using TrackIt., and assign vehiclesAll machines used as a means of production on a construction site or at a batch plant..

Structuring column data for an import

Performing a bulk upload entails that you use a properly-formatted CSV file. This file should consist of individual columns for each data type with each row containing the data for an individual employee entry.

 
Example employee import file

Each column should be labeled based on the following drop-down values.

Column Name Example Data Required?
Employee Number

1007

 Yes
Alt Employee Number

007

  
DOT and DVIR Driver ID 137A  
DOT Solution VisTracks  
First Name Jose  
Last Name Prada  
Employee Type Driver Yes
Hire Date 2016-08-09 Yes
Acquired Hire Date 2018-06-13  
PlantA production plant or material storage location. Number 2018-11-27  
Plant Description Default Plant Yes
Phone 1 (678) 901-2345  
Phone 2 (678) 901-2345  
Email jprada@example.com  
Last Login 2019-07-15 09:38:31  
Time Zone US/Mountain  
WebLogin true  
PREREQUISITE: You must have an Equipment Type and Plant set up before equipment may be added here.
  1. Navigate to Settings > Employee > Employee.
  2. Select the Upload CSV FileUpload CSV File button button on the right.
  3. Click Browse... to select the desired CSV file.
  4. Select the file to import and click Open.
  5. Click Upload to complete the import. If the upload was successful, a dialog windowA pop-up window that requires user input. appears to indicate its completion.
  6. Click OK to close the dialog. The employee list updates with the newly-added records.

Adding an employee

  • To create a new employee, click Add New Employee ADD NEW EMPLOYEE button. The fields below describe the options available.

Add Employee dialog window

Add Employee dialog window

Employee #

The employee's internal company identification number.

Alt Employee #

The employee's secondary company identification number, often a payroll code for integrated solutions.

First Name

The employee's first given name.

Last Name

The employee's surname.

Employee Type

The employee's default or designated jobA project that orders and tickets are grouped under. type, such as Driver or Dispatcher. This is used for payroll purposes to handle pay rates based on the work an employee performs.

Email Address

The employee's email address or text messagingText messages exchanged between drivers and dispatchers using TrackIt. address for receiving TrackIt-generated alerts, messages, and notifications.

Phone Number 1/2

The phone number for contacting the employee as needed. This is kept for reference purposes.

Default Plant

The plant an employee uses most often as the originThe source or "home" location equipment departs from when en route to a destination. This is typically a plant or yard. for receiving loads.

ISE Driver ID

The employee's ID as used for ISE eFleetSuite integrationAllows different software solutions to exchange information without the need for manually exporting or importing data.. This is needed when DVIR licensing is enabled for your company.

Time Zone

The default time zone an employee works in. This affects the time shown for then when logged into the TrackIt Android app.
Hire Date

The date of an employee's hiring with the company.
Enter Transfer Date

The date an employee was moved to work in a new area or plant at a company.
Before adding an Employee, you must first add an Employee Type and Plant.

Try the tutorial

  1. Navigate to Settings > Employee > Employee.
  2. Click Add New Employee Add New Employee button. If you have a spreadsheet containing multiple employee entries, click the Upload CSV File Upload CSV File button button and browse for your file.
  3. Enter any necessary information to give them access to TrackIt.
You are required to provide an Employee #, Alt Employee #, First Name, Last Name, Employee Type, Default Plant, and Hire Date.
  1. Click Save Save button.

The employee may now log in on the TrackIt Android app, TrackIt Web Console, or employee web portal depending on their Employee Type.