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Thomas@rideyourwaymi.com
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Add Team Member
Photo
Upload headshot
Remove
Square photo works best — stored with their profile
First name
Last name
Role
Title (optional)
Department
Status
Active
Onboarding
On Leave
Inactive
Employment
Full-time
Part-time
Seasonal
Flex Pool
Service zone
Email
Phone
Hire date
Shift start (24h)
Shift end (24h)
Days worked
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Add write-up
Type
Coaching
Verbal warning
Written warning
Final written warning
Write-up
Corrective Action
Commendation
Date
Description
Follow-up / corrective plan (optional)
Attach document(s)
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Save write-up
Give a Shoutout
To
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Post
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Add a shift
Who is on it?
Start
End
Can they flex?
Start earlier
Stay later
Note (optional)
Remove
Move
Call off
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Save
Match this name
Search the Directory
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Import a day
Copy one zone block out of the workbook — the row of hours and the vehicle rows under it — and paste it below.
Which day is this?
Area if the sheet doesn’t name one
The day’s CSV out of the workbook
One file does the whole day — it reads Grand Rapids, Lansing and Battle Creek out of the same sheet and puts each in its own area.
Or paste a block by hand
Vehicles the fleet has never seen
Add them to the fleet
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Import
Move
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Add a desk
A staffed post with no van: dispatch, or a coordinator at a PACE site.
Name
Kind
Service area
Note (optional)
On the board?
Active
Remove
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Save
Add a vehicle
Van number
Zone
What it runs
In service
Note (optional)
Remove
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Save
Cover the van
Leave it open
Fleet
Close
+ Add vehicle
Capture a staffing need
What does the operation need?
Zone
Urgency
Raised by
Owner
Due (optional)
Notes (optional)
Remove
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Save
Close out candidate
What happened?
Effective date
Note (optional)
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Close out candidate
