The User Profile is where you'll find all information relating to a specific user in your A-Suite account. This article contains a quick video on User Profiles, followed by more detailed information for profiles for different user types.
1. Left Panel - Candidates
On the left side of your screen, you will see basic user information, license info and additional contact details, qualifications, files, notes and tags. You will also have access to email, text, draft a note, and have access to the profile menu. Below license information, you can also find secondary contact info, Samba MVR information (for Samba users only), and custom fields if you have any built into your site's profiles.
2. Left Panel - Team Members
The left panel for team members shows a few things that don't appear on the candidate profile. Once a candidate is hired and they become a team member, their profile will display a manager instead of a recruiter, and there will be additional fields for start date, qualification date, and termination date. Additionally, team members will have compliance badges displayed if they have missing records, failed records, or if they are classified as do not dispatch.
3. Right Panel - Application Workflows and Records
In the larger panel on the right, you will see a team member's records tab by default, and if they are a candidate, you'll see the application workflow tab open by default, with the records tab open as well to the left of it.
A Candidate's Workflow:
A Team Member's Records:
A record is any document or file associated with your user.
These will include documents like applications, background checks, interview documents, and other new hire paperwork or documents required for Driver Qualification files.
Each time you open a new record in your user's Records Browser, it will open up a tab so you can shuffle from one record to the other without opening and closing additional tabs.
The button in the top left of the right panel shows the other tabs that you can open in this area: Text Messages, Email, Applications, Change History and Lead Sources.
