Admin can upload driver records one by one or in bulk at once. By having all driver records in a digital format, fleet managers can easily access and organize important information, which can save time and resources when compared to manual record-keeping.
To Get Started
- Login to your account.
- Go to Settings > General > Driver.
The page you land on is the driver overview page where you can have a look at all the driver records.
To Upload Records Individually:
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Click on the ➕ button on the taskbar.
Navigate to Profile
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- Select the School and Branch from the dropdown list.
- Select the Employee designation from the dropdown list.
- The employee designation list consists of different roles and using this list, we can create various positions, including
- Drivers
- Attendant
- Allows easy management of roles to meet specific operational needs.
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- Enter the Employee First and Last Name.
- Upload Photo
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- Enter the Employee Number.
- Select the option from the dropdown in the Tag Via field to choose how the driver's activity would be traced.
- RFID/iButton
- Beacon
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- Add the Country, State and Address details of the employee.
- Enter the Contact number of the employee.
- Enter Email Id of employee
- Verification Method – choose one of the following:
- OTP – available when the SMS API is configured
- Password – set a password for authentication
- Assign a Default Vehicle by selecting the vehicle from the dropdown.
Note: The Contact Number and Password will be used to log in to the Driver Mobile Application.
Navigate to Additional Details
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Users can add the additional details of the driver in the mentioned fields.
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Navigate to Document
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Users can Manage Documents of the drivers in one place.
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Click on the Save 💾 icon.
To Upload Multiple Records:
- Click on the upload button on the taskbar. A new driver bulk upload window opens.
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- Select the School from the dropdown list.
- Select the Branch from the dropdown list.
- Select the Country in which the branch belongs.
- Select the Employee Designation from the dropdown list.
- Select Verification Via Method from the dropdown list.
- Select how you want to check the verification from Tag Via the dropdown list.
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- Download the sample file from the link given. The file will hold the basic information about the driver, such as driver name, driver contact number, state, city, tag details, etc.
- Upload the XLS file after filling up the details.
- Click on the save 💾 icon.