How To

The CDLSuite Custom Report Builder  allows you to generate historical reports for Leads, Hires, Applicants, and QuickSend using three report layouts:  Tabular, Summary, and Matrix . Getting Started From the  Home Page , select  Custom Reports  ...

CDLSuite's two-way texting module allows you to exchange SMS text messages with prospective drivers you are pursuing, applicants that have already begun the recruitment/screening process, and your current drivers. There are multiple ways to send, ...

It is easy to authorize users to see applications by establishing User Permissions. From your Home page, simply choose Users/Permissions to go to the Invite Users page. Enter the email address for the staff member you wish to invite. CDLSuite will...

Currently 37 states, the District of Columbia, and almost 150 municipalities have implemented some form of Ban The Box legislation. Ban The Box regulations restrict employers from asking felony and criminal record-related questions on employment ...

From your Home Page, choose Employment Verifications. At the Verifications page, you can Search by entering an applicant name (with or without an employer name), or simply scroll through the list of applicants. To proceed, click on the c...

CDLSuite’s faxing communications module allows you to fax past employer forms directly from the applicant's record to the intended past employer. The faxing feature assigns each customer account a unique fax number, which can be found on your home...

The reality is that more than 60% of employment applications completed by drivers contain errors that require some degree of revision. To help improve the efficiency of your onboarding process, we have included a convenient method for making corre...

To help improve the efficiency of your application process CDLSuite offers two convenient ways to manage the input of Past Employer data by applicants. 1. Make Address and Phone Number fields in the Past Employer section of the application "Requi...

When you establish your Profile, CDLSuite gives you a default set of comprehensive application status set labels. You can use all, some or none of them as you choose. But sometimes, our customers want to create labels to more precisely match the flo...

On your profile home page, choose Custom Forms. You have the option of creating a new form or copying one of the numerous forms provided by CDLSuite. Custom Form Builder Home Page *NOTE: Pressing Preview allows you to see your form. Pressing ...

How to Create a Form Using the Custom Form Builder CDL Suite's Custom Form Builder allows you to create a new form or copy an existing form to meet your company's needs. Creating a Custom Form From the  Home Page , select  Custom Forms . Sel...

CDLSuite offers you the option to create general employment applications for non-driver staff positions. Just as with our driver applications, these are mobile ready and accept electronic signatures. To create a general employment application, you w...

CDLSuite offers you the option of creating Custom Questions, or Fields, to enhance your application forms within your Full Application, Quick App, or Employee Files. This feature allows you to construct questions which allow different types of a...

Folders represent the tabs in your new file system. From your Profile Home Page, choose View Leads/Applicants/Hires. Under the Hires tab on the View Applicants page, click the “Add Folder” button. Name the folder, keeping it similar to the sub...

You can place more than one form or document into a sub-folder, but it is recommended to create a sub-folder for each individual form/document that you plan to use, including Public forms. When multiple documents are stored in a single sub-folder th...

From your Profile Home Page, choose View Leads/Applicants/Hires. Under the “Leads” tab or “Applicants” tab, click the red “Export Applications to CSV”. This will export the files to your download folder.

As an alternative to entering your employee files manually, you can use this function to upload employees in batches. Simply add your files to a CSV file (you can save an Excel file as a CSV file). Each record must include a value for First Name, La...

For each applicant or new hire, CDLSuite gives you the ability to create a driver/employee file with Driver Files.* There are three main steps for using Driver Files effectively: You must Create a file, add a driver, and import any Hires (existing e...

CDLSuite offers the ability to quickly and easily add and track Accident Reports within your drivers’ files. From your Profile Home Page, choose View Leads/Applicants/Hires. Under the Hires tab, choose the driver file (click on the driver name) yo...

Document Routing is a CDLSuite option to automatically direct, place and monitor your employee files in one location.* This feature can be accessed under the Hires tab from your Profile Home Page. *Note: If you do not utilize the CDLSuite electron...

Fillable Forms allow you and candidates’ past employers to open the “Inquiry to Past Employer” or the “Driving History & Safety Performance" forms, enter or update information and return them right from a mobile device or computer. To use these ...

The CDLSuite Category feature allows you to categorize incoming driver applications into groups based on any common elements (keywords) that you select. Application links that are associated with a keyword are referred to as Category Links. By add...

From your Profile Home Page, choose View Leads/Applicants/Hires > Applicants tab > choose your applicant. This will open up the Document Manager for that individual. From this page, you can manage documents and forms, as well as adding Notes and Nex...

CDLSuite offers the FileView feature, which provides a concise look at the forms provided to employees during and after the hiring process. This feature also allows you to track the status of each form. Using FileView is easy and can be acces...

Next-Actions allow you track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. You can inform your entire team of important actions that are scheduled, and when they are to occur. Using this feature is simple. ...

The CDLSuite QuickView feature allows you to see a candidate’s basic information at a glance, without opening his/her full application. Info shown includes name, address, CDLs and endorsements. To use QuickView, from your Profile Home Page, choose “...