Managing Your Employees and Vehicles in Docket

Adding and managing employees and vehicles in Docket is essential for smooth operations. This article covers how to set up your employees and vehicles and configure related settings.

Adding Employees to Your Docket Account

Adding employees ensures they have appropriate access to Docket for daily operations, such as dispatching and invoicing. Here’s how to add employees:

1. Navigate to the Workers Section:
   • Click the Workers section in the left navigation menu.
   • Select the Employees tab.
2. Add a New Employee:
   • Hover over the green New button at the top of your screen.
   • Click Add Employee from the dropdown.
3. Assign a Role: Docket offers five roles with varying permissions:
   • No Access: The employee is listed but cannot log in.
   • Mobile Access: For drivers using the mobile app.
   • Sales Only: For sales reps with limited account access.
   • Office Staff: Can access most areas except the Employees and Account tabs.
   • Administrator: Full access to the account, including settings.
4. Select the appropriate role and click Continue to Invite.
5. Complete and Send Invitation:
   • Enter the employee’s name and email address.
   • Click Invite to send an email invitation.
6. Employee Verification: Employees must:
   • Accept the email invite.
   • Set up a password.
   • Confirm their email. Once verified, their status changes from Unverified to Verified.

Configuring Employee-Related Settings

Before adding employees, it’s helpful to configure related settings:

1. Employee and Payroll Settings:
   • Go to Account > Settings > Company.
   • Use Employee Settings to create tags or types for employees, such as "Driver" or "Dispatcher."
   • Configure payroll settings, like pay period details and clock-in reasons.
2. Notifications:
   • Navigate to Account > Settings > Notifications.
   • Set up notifications for task assignments, paid invoices, and other key actions.

Managing Employee Profiles

To manage an employee’s profile:

1. Go to the Employees tab.
2. Click the employee's name to view their profile.
3. Key tabs to note:
   • Timecard: Review clock-in/out data.
   • Admin: Assign roles, types, or tags.
   • Access: Adjust permissions and save changes.

You can also reset an employee’s password or delete their profile from the Actions menu.

Adding Vehicles to Your Docket Account

To ensure accurate dispatching and vehicle management, add your trucks to Docket:

1. Navigate to the Vehicles Tab:
   • Go to the Workers section and select the Vehicles tab.
2. Add a New Vehicle:
   • Hover over the green New button.
   • Click Add Vehicle from the dropdown.
3. Enter Vehicle Details:
   • Fill in as many fields as possible, such as license and VIN numbers.
   • Click Add Vehicle to save.
4. Edit or Manage Vehicles:
   • Update details or attach maintenance notes in the vehicle profile.
   • Use the Actions menu to duplicate or delete vehicle records.

With these steps, you can effectively manage your team and fleet in Docket. For further assistance, explore additional topics in our help center.

Best Practices

• Regularly update employee and vehicle profiles for accurate task assignments and reporting.
• Use tags and notifications to streamline workflows and keep the team informed.
• Set permissions carefully to control access and ensure security.

By following these steps, you’ll have a well-organized team and fleet in Docket, ready to handle day-to-day operations efficiently.