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Last Updated: 08/28/2026
in How To
Next-Actions allow you track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. You can inform your entire team of important actions that are scheduled, and when they are to occur.
Using this feature is simple.
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Last Updated: 08/28/2026
in How To
CDLSuite offers the FileView feature, which provides a concise look at the forms provided to employees during and after the hiring process. This feature also allows you to track the status of each form. Using FileView is easy and can be acces...
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Last Updated: 08/28/2026
in How To
From your Profile Home Page, choose View Leads/Applicants/Hires > Applicants tab > choose your applicant. This will open up the Document Manager for that individual. From this page, you can manage documents and forms, as well as adding Notes and Nex...
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Last Updated: 08/28/2026
in How To
Fillable Forms allow you and candidates’ past employers to open the “Inquiry to Past Employer” or the “Driving History & Safety Performance" forms, enter or update information and return them right from a mobile device or computer.
To use these ...
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Last Updated: 08/28/2026
in How To
The CDLSuite Category feature allows you to categorize incoming driver applications into groups based on any common elements (keywords) that you select. Application links that are associated with a keyword are referred to as Category Links. By add...
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Last Updated: 08/28/2026
in How To
Document Routing is a CDLSuite option to automatically direct, place and monitor your employee files in one location.* This feature can be accessed under the Hires tab from your Profile Home Page.
*Note: If you do not utilize the CDLSuite electron...
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Last Updated: 08/28/2026
in How To
CDLSuite offers the ability to quickly and easily add and track Accident Reports within your drivers’ files. From your Profile Home Page, choose View Leads/Applicants/Hires. Under the Hires tab, choose the driver file (click on the driver name) yo...
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Last Updated: 08/28/2026
in How To
For each applicant or new hire, CDLSuite gives you the ability to create a driver/employee file with Driver Files.* There are three main steps for using Driver Files effectively: You must Create a file, add a driver, and import any Hires (existing e...
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Last Updated: 08/28/2026
in How To
From your Profile Home Page, choose View Leads/Applicants/Hires. Under the “Leads” tab or “Applicants” tab, click the red “Export Applications to CSV”. This will export the files to your download folder.
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Last Updated: 08/28/2026
in How To
As an alternative to entering your employee files manually, you can use this function to upload employees in batches. Simply add your files to a CSV file (you can save an Excel file as a CSV file). Each record must include a value for First Name, La...