These requirements are written specifically for a FAVR program member, but the same steps can be taken to add, remove, or put a driver on leave from a CPM program.
Adding a New Driver on the Dashboard via Email Invite
Watch this tutorial or keep scrolling for step-by-step instructions:
Step 1: From the Team Dashboard click on 'Members' from the left side of your screen.
Step 2: Click on 'Invite Members' from the top right corner of your screen.
Step 3: You can start by entering your employee’s email address. Select the role, team, and program that they belong to and click ‘Send Invites’.
Please note, that if you’re inviting multiple members at once, you will need to separate their emails with a comma, and know that the role, team, and program that you selected will apply to all the members you’ve entered above.
Step 4: Once the driver has accepted the invitation, you can go to the Members tab, select the driver's profile, and then enter the Start Date, Zip code, State of Residence, and Annual business miles. All this information is required for an employee to be a part of the FAVR program. If on a CPM program, these details are optional.
Step 3: Save!
Once the invites have been accepted by your employees, you can then view their information on their profile on the Member page.
Archive a Driver from a Program:
Watch this video tutorial or keep scrolling:
Step 1: Go to the Members screen on the Everlance Dashboard
Step 2: Find the profile of the driver that needs to be removed from the Program*
Step 3: Input their end date. For FAVR members, an end date is required to remove them from your FAVR invoice. If the end date is the present day or in the past, the driver will no longer be visible on the Members page unless you search for them using the search bar.
After their end date, the driver will still have access to the Everlance app, and their historical data so they can export and submit reports with their remaining mileage for a 30-day grace period.
*If the driver is a manager, the drivers under them must first be moved to a new team/assigned a new manager and then you can add an end date and remove the manager from the platform.
How to Place a Member on Leave
Just as you'll use the Start date to add a member to a program, and an End date to remove them, you'll use the End and Leave fields on a team member's profile to suspend their activity for a period of time:
Step 1: Go to the Members Page
Step 2: Select the profile of the employee you need to update
Step 3: Complete the Leave Start Date field
Step 4: If you know it, go ahead and fill out the Leave End Date if you know when the team member will be returning to work.
When the Leave Start Date is added to someone's profile, their fixed payment will be prorated based on this date. They will remain indefinitely inactive until the end date is filled in.
Once the Leave End Date is updated, they will receive a prorated fixed payment based on when they return from leave.
You can also watch a tutorial here: