Support Center

Open the Pool Details window and select the Members tab to review and manage who belongs to the random pool.

Use the selection list at the top left to switch between three views: Active Members, Not Members, and Excluded.

Active Members

The Members tab opens on Active Members by default. To see who belonged to the pool on a specific day, enter a date in the date field and click On Date.

The list shows:

• Employee — the pool member's name
• Employer — the company the employee works for
• From — the date the employee was added to the pool
• To — the date the employee was removed, if no longer active
• Status — the employee's employment status, for example Full Time or Owner Operator

Managing members manually: When Auto Update Members is set to NO, the pool is not synchronized automatically with the employee list, so you maintain it yourself. To remove members, select their rows and click Remove.

Not Members

Select Not Members from the selection list to see eligible employees who are not currently in the pool, either because they were never added or were removed earlier.

To add someone, select their record and click Include in Pool.

Excluded

The Excluded view lists employees who have been blocked from random selection so they are never added to the pool automatically.

To exclude an employee:

1. Open the Employee Details window.
2. Go to the Random screen and choose Random from the top menu.
3. Specify which pool types the employee is excluded from and the reason.

Select any excluded employee to view the exclusion reason in their Random window. To return an employee to the pool, select their record and click Include in Pool.