Creating a New Employee Profile

Creating a New Employee Profile

If a test report cannot be matched to an existing employee, you can create a new employee profile directly from the dashboard.

Steps to Create a New Profile

  1. Click the "+ New" button on the Employee table.
  2. Enter the employee's full name
  3. Optionally, the date of birth.
  4. You may also enter the employee’s CDL number and select the country, state, or province of issuance. This is optional but recommended for employees subject to DOT regulations.
  5. Review the information to ensure accuracy.
  6. Click Save to create the profile and complete the report match.

Note

Entering the CDL and jurisdiction helps meet DOT compliance requirements and ensures accurate tracking of regulated employees.


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