May 20, 2020

Product updates: Document expirations for CXT, external contractor IDs, and more

A big part of the vision here at Openforce is to create a platform that seamlessly integrates with the other tools your team relies on and reduces the pain of manual data management. Over the last month, we’ve introduced some new features designed to make managing everything you have going on a little easier.

Automatically sync critical driver expiration dates to CXT

Our integration with CXT already enabled you to automatically push contractor profile data to with CXT and send dispatch settlement data back to Openforce, but we’ve given the integration an upgrade. While Openforce is your one-stop-shop for collecting and storing driver’s license, DOT and insurance expiration dates, now you don’t have to refer back to Openforce to find out what’s expiring and when. All that important information can be passed to CXT so that you can use it to determine who can be dispatched—and who can’t. And when a contractor updates their documents, the new expiration dates will get pushed to CXT, too, so driver records stay up to date seamlessly.

Interested in setting up the CXT integration? We’ll work with you to make sure everything is configured correctly. Just let your Openforce rep know so we can help you get started.

Add an external reference ID to each contractor record 

If you use third-party systems in addition to Openforce—like dispatch or accounting software—­you may have an additional unique reference number for each IC. Now you can add those external reference numbers (aka external IDs) to your Openforce contractor records, to ensure all of your reporting stays in sync.

We’ve designed this feature to give you maximum flexibility.  For instance, you can add a Netsuite ID to the Openforce contractor record or a driver profile number from your dispatch system. And since external IDs are visible in both the contractor and enrollment grids, you can update them on the fly and use them to quickly filter and sort.

Check out the full instructions to add an external reference ID here.

 

Master contractor notifications keep drug screens on track

Let’s be honest: Drug screens can cause slowdowns while contractors are onboarding. An extra reminder during enrollment can go a long way to ensure contractors complete their test quickly. As an Openforce client, you already get notified whenever a drug screen is scheduled for a contractor. But now master contractors get the same notification for every enrolling subcontractor associated with them in Openforce.

While masters won’t see the results of the test, having visibility whenever a test is scheduled means they can give the sub an extra nudge—and make sure they complete their test as soon as possible. Not only can it help get subcontractors up and running more quickly, it keeps you at arm’s length from the subs and reinforces your business-to-business relationship with the master.

To ensure master contractors get notified for all relevant subs, simply have the master invite the subs themselves to the Openforce enrollment or assign each sub to a master right in your contractor grid.

 

Set a contract termination date now and sit back later

Know in advance the date a contractor will stop providing services for you? The set termination date feature lets you specify the date the contract should be terminated in Openforce. This notifies the system to continue to disburse contractor settlements for services provided through the specified date, but saves you the hassle of terminating the contract later. You can access it right on the contractor’s tab. 

Best part is: if something changes, no need to worry.  Now you can cancel a termination or change the termination date in seconds. See it in action below and then check out the full how-to here.

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