Creating Employee Profiles

Employee profiles contain information of the employees working at a transit agency.

Before you begin

Employees page must be open.

Procedure

  1. On the Employees page, click +Add Employee.
    The Add Employee page opens
    The Add Employee page.
  2. Complete the following fields:
    Tip:
    When entering a date for a field, use the format yyyy/mm/dd.
    • In the Title list, select a designation.
    • In the First Name box, enter a name.
    • In the Middle Name box, enter a name.
    • In the Last Name box, enter a name.
    • In the Gender list, select a gender.
    • In the Date of Birth field, enter the date, or select a date from the calendar.
    • In the Seniority Date field, enter a date, or select a date from the calendar.
    • In the Hire Date field, enter a date, or select a date from the calendar.
    • In the Termination Date field, enter a date, or select a date from the calendar.
    • Enter a number in the Speed Factor box.
    • Enter a number in the Badge box.
    • In the Provider(s) list, select a provider.
      Remember:
      Providers must be setup in Trapeze4 ancillary data by your system administrator.
    • Enter a number in the PIN box.
    • Enter a phone number in the Mobile Phone box.
    • Enter an email in the Email box.
  3. Optional: Click Set Load Factors

    Set Load Factors dialog box opens


    The Set Load Factors dialog box
    1. Click +Add Load Factor.
    2. In the From Date box, enter a date, or select a date from the calendar.
    3. In the Load Factor box, enter a number.
    4. Click Save.
    The load factor is set.
  4. Optional: Click +Add Address Type.
    Remember:
    Address Types must be setup in Trapeze4 ancillary data by your system administrator.
    • In the Address box, start typing an address, if it appears in the populated results, select the corresponding address to automatically geocode it.
    • If there are no address results, select Address Matcher to manually geocode the address.
  5. Click +Set Status.
    The Set Status dialog box opens.
    The Set Status dialog box.
    1. In the Status Types list, select a status type.
      Remember:
      Status Types must be setup in ancillary data.
    2. In the From Date field, enter a date, or select a date from the calendar.
    3. In the To Date field, enter a date, or select a date from the calendar.
    4. In the Note box, enter any additional information about the status type.
    5. Click Submit.
  6. Click Save.
    The employee profile is created.