Step 4 – Add Drivers

Adding Drivers

1. In Copilot, navigate to the Drivers tab (fourth tab from the top)
2. Add all your drivers to your Driver Roster, making sure you fill out all the required fields:
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   1. First Name
   2. Last Name
   3. Email
   4. Phone Number
   5. Multiday Basis You can get this value from Relay
   6. ‍Type The type(s) of routes that this driver should be assigned to.
   7. ‍Stand By Mark ‘yes’ if the driver is part-time and should be lower in priority to get route assignments.
   8. ‍Can Text Whether this driver can receive the Copilot automated texts.
      Please make sure your driver(s) have signed a legal agreement to receive automated messages before marking this field as ‘Yes.’
   9. ‍Status Whether the driver is available to be assigned to routes.

Set Driver Preferences

1. For each driver, you have the option to set the driver’s shift preferences with the following fields:
2. Shift Start TimeThe time range that the driver should start their shiftWork DaysThe day(s) that the driver should start their shift
   
   ‍Please note that the days and times entered as shift preferences are only for the start of the shifts. The shift preferences are not meant to hold the entire duration of a driver’s shift. Copilot uses the shift start time and day preferences to assign the right routes to your drivers.

What’s Next?

Move onto step 5 of the Onboarding Module to schedule your routes.

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