HelpOpen the right application
Open an applicant from Applications. Check Full Name, company, Applied For and email before taking an action. A returning driver can have more than one application; Past Applications is the place to compare older signed applications for the same driver and company.
Read the Information tab
| Control or field | What it does |
|---|---|
| Full Name / Email / Phone Number / Address | The applicant identity and contact information shown for the record. |
| Applied For / CDL Type / Valid Until | The position and summarized license details from the application. |
| Experience / Accidents / Violations | Summaries of the driver’s answers. Use the full application review for the underlying details. |
| Read, write, and speak English? | The applicant’s recorded answer. |
| Referral | The attributed referral, with a link when one is available. |
| Custom Fields | Company-defined internal recruiting values. These can be editable here; they do not become public application questions automatically. |
The built-in information entries are a read-only summary. The main Save changes button, when shown, saves the editable custom fields. It does not turn every summarized applicant answer into an editable staff form.
For custom-field setup and public visibility, see custom fields. For applicant corrections, use the application continuation flow and review what is changed.
Change Status or Assignee
- Use the status selector above the tabs to choose a hiring stage.
- Use the Assignee selector beside it to choose a staff member. Search names and email addresses if the list is long.
- Wait for the Changes saved notification.
Both header selectors save immediately. They do not wait for the custom-field Save changes button. The assignment choices come from your company’s users, while the existing owner can remain visible in the list.
Copy or email the Application URL
- In Information, select Application URL.
- Use its copy control to copy the continuation link for this particular application.
- If you intend to contact the driver, choose Send email to user. This sends the continuation email to the applicant’s recorded email address and adds an activity entry.
Closing the dialog is different from sending the email. The link is for continuing a particular application; use Share Application for a general company link. Treat continuation links as private applicant information and send them only to the intended driver.
Choose the next tab
| Control or field | What it does |
|---|---|
| Files | Uploaded and generated documents, file previews/downloads and secure file requests. |
| Employment History | Employer periods, contact details and verification actions. See request employment verification. |
| Emails | Application-related email history and available message details. |
| Past Applications | Earlier signed applications for the same driver and company. |
| Notes | Internal recruiting comments. |
| Tasks | Follow-up work, dates, priority and assigned staff. |
| Activities | A timeline of recorded application changes and actions. |
Available tabs and actions depend on your role. Internal notes and tasks are not displayed as questions on the driver’s public form.