Articles
View Leads
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. Alternatively, you can create a Lead record on behalf of a prospective candidate by clic...
Visual Work History
Visual Work History allows you to easily assess an applicant’s past experience in one glance. This feature gives a chronological history of the applicant's driving jobs, non-driving jobs, start dates, end dates, overlapping employers, employment gap...
Sub-folders
The CDLSuite Driver Files feature uses sub-folders to monitor the status of individual forms and documents. While the system allows you to put more than one form or document into a sub-folder, it is recommended to create a sub-folder for each indivi...
Tracking Codes
Tracking Codes provide a quick reference to any codes from other sites where your application link is posted, such as Google, Facebook, or Statcounter. CDLSuite allows you to add your own snippet of code within your Employer Profile.
Vanity Links
A Vanity Link is a personalized version of your default Application Link . It can be created and used in addition to the Application Link. To add a Vanity Link, call Customer Service at 888-209-7427.
View Applicant Page
The View Applicants page allows you to see your Leads , Applicants and Hires . You have the option to export them to a CSV file. In addition, you can create and manage Rollup Lists from this page. The View Applicants page can be accessed from yo...
Custom Reports
The CDLSuite Custom Reports module allows you to easily run historical reports on Leads, Hires, Applicants, and QuickSend. Custom Reports gives you the ability to create and save an unlimited number of reports that display the data that you specific...
User Permissions
Establishing User Permissions allows other users to access your account to view and change various documents, from applications to employment forms to Custom Reports.
Worklist
CDLSuite's Worklist is a summary of all the past employers of an applicant. It allows you to conveniently track all past employers you're gathering info from in one place. The Worklist can be accessed by choosing Employment Verifications on your Hom...
Employment Verifications
The Employment Verification interface makes it easier to conduct all your past employment inquiries conveniently from a single location. You choose which verification inquiries you wish to conduct and then apply them to a Worklist for more effici...
Two-Way Texting
CDLSuite's two-way texting module allows you to exchange SMS text messages with Leads, Applicants, and current employees. The feature offers multiple ways to send, receive, and view text messages . ...
Direct Faxing
The Direct Faxing feature allows you to fax past employer forms directly from an applicant's record to a specific former employer. As part of CDLSuite’s two-way texting and faxing communications module, the feature assigns each customer account a ...
Ban the Box
The Ban the Box law requires employers to remove the check box on hiring applications that asks about an applicant’s criminal record. Its purpose is to enable ex-offenders to display their qualifications in the hiring process before being asked abo...
Applicants
An Applicant is a prospective Hire who has completed the full DOT compliant application with the hope of being hired. Applicants are accessed by clicking on the "View Leads/Applicants/Hires" tab from the Profile Home page and selecting the "Applican...
Application Links
An Application Link is what points applicants to your unique job application. Each Application Link is assigned when you set up your Profile Home Page and is specific to your single company and profile. It normally appears as an "Apply Online" butto...
Application Status Sets
CDLSuite offers several default applications status labels that you can apply to applicants as they move through the hiring process. You can sort the application set as needed to match your recruiting cycle and the flow of candidates. ...
Auto Send
Auto Send refers to how a custom form will be delivered to applicants. In Custom Form Builder, CDLSuite offers you the option of having your form automatically delivered to every applicant or only to applicants who have answered your custom questi...
Carrier Codes
The Carrier Code is a unique numeric code assigned to you when you establish your employer profile. Listed on your Profile Home Page, it gives applicants a convenient way to find you during the application process. The Carrier Code can be included i...
Categories
The Category feature allows you to categorize incoming driver applications into groups based on any common elements (keywords) that you select. By placing a single keyword in the Category column you are associating that keyword with the application ...
Category Links
Category Links are application links that are associated with a keyword. Applicants who click on a Category Link are completing an application that is automatically associated with the keyword you selected. For example: https://www.cdlsuite.com/sa...
Custom Form Builder
The Custom Form Builder allows you to transition your current paper forms to online forms that can be completed and signed from any device. The forms can be built in minutes even if you have no design experience. ...
Custom Questions
The Custom Question feature allows you to enhance your application form with questions which require specific types of answers. You have a number of options for answers such as free-form, two-part, radio button and multiple choice. You can add up to...
Custom Titles
The default title at the top-center of the application is "Application For Employment". You may prefer to create a Custom Title. For example, some carriers who use Owner Operators prefer not the use the word "Employment" in the title.
Document Manager
The Document Manager feature allows you one convenient spot to sort, store and manage all forms and reports pertaining to an applicant.
Document Routing
Document Routing is a CDLSuite option to automatically direct, place and monitor your employee files in one central location. This feature can be accessed under the Hires tab from your Profile Home Page. ...
Embed Function
The Embed Function allows you to add the CDLSuite application directly into your website, personalizing the look and feel of your company brand. We provide you with a snippet of code that you paste onto a page of your choosing. You can add the entir...
FileView
The CDLSuite FileView feature offers a concise look at each of the employment forms provided to a candidate for completion during and after hiring. This option allows you to manage the status of each form. You will know if a file is completed, exp...
Fillable Forms
Fillable Forms allow you to open a form, enter information, and submit it back on your computer, smartphone or tablet. This feature eliminates paper communication between your staff and past employers when additional info is needed.
Folders
Folders represent the tabs in your Driver Files system. All folders contain sub-folders which monitor the status of individual documents. CDLSuite provides default folders and sub-folders upon establishing your account, and you can create as many ...
Gap Detection
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...
Hires
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...
Leads
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 ...
Next-Actions
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...
Notifications
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 ...
QuickApp
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 ...
QuickSend
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...
QuickView
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...
Rollup Lists
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...
Skills Grid
The Skills Grid is the portion of the application in which applicants include a basic general history of their years of experience, for example flatbed, dump, CDL-B and tanker.
Staff Forms
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. ...
Consent Forms
CDLSuite Consent Forms are optional forms added to your application. These forms include, for example, requests for additional information from previous employers and education-related questions, as well as disclosure and authorization information. ...