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Created On: 08/28/2026
in Quick Reference
Staff Forms are internal forms that are partially fillable online by the applicant. In many cases the applicant starts the form by adding his/her personal data, such as name, address, SSN, driver’s license number, and other identifying information. ...
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Created On: 08/28/2026
in Quick Reference
Rollup Lists allow users to categorize applicants with similar characteristics within a particular group. You can create an unlimited number of Rollup Lists which you can quickly recall and display. Your Rollup Lists can be created under each of t...
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Created On: 08/28/2026
in Quick Reference
CDLSuite’s QuickView feature allows you to see a candidate’s basic information at a glance. You don't need to log in to your account or open his/her full application. Info shown includes name, address, CDLs and endorsements. QuickView can be accesse...
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Created On: 08/28/2026
in Quick Reference
The QuickApp is used for the purpose of capturing minimal contact information on potential applicants. QuickApps are best used for the purpose of organizing and pursuing potential applicants. They contain 12 standard questions by default. Users who ...
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Created On: 08/28/2026
in Quick Reference
QuickSend allows you to send your application link to drivers by email or text message, as soon as while you have them on the phone. This mini-app stays open on your desk-top or mobile device at all times. Applicants receive your application every t...
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Created On: 08/28/2026
in Quick Reference
The Notification tab shows what documents have been uploaded by the driver (Inbox), what documents are due to expire (Expirations), and what documents are missing (Missing). Missing documents are determined based on the Folder Setup page, where you ...
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Created On: 08/28/2026
in Quick Reference
CDLSuite's Next-Actions allow you to inform your entire team of important actions that are scheduled and when they are to occur. You can track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. Next Actions are dis...
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Created On: 08/28/2026
in Quick Reference
Leads are prospective candidates who have not yet completed a full application. A Lead record is created each time a prospective candidate completes a QuickApp, or alternatively when a recruiter creates a Lead record in the Leads tab on behalf of a ...
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Created On: 08/28/2026
in Quick Reference
You have the option of activating the Gap Detection function when you establish your employer profile. Gap Detection allows applicants to enter information and save their file, but prevents them from submitting the application until a full ten years...
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Created On: 08/28/2026
in Quick Reference
Hires are employees for whom you wish to create and maintain a Driver File, Personnel File or both. Hire records are created by clicking "Create File" under "Status" on the Applicants tab of the "View Leads/Applicants/Hires" page. Hires are accessed...