Counselings
Create and Manage Counseling Templates
You can use Counselling Templates to quickly pre-fill answers to questions when creating a new Counseling in Hera. Start by going to your Company Settings by clicking your name on the top right, then select Custom List from your choices on the left. ...
Downloading Your Counseling Forms
There are a couple ways to download your Counselings from Hera. You can download them one at a time from the Counselings tab, or download all the Counselings for one associate from their profile page. Counselings Tab Head to the Counselings tab under ...
Customize Levels of Counseling Severity
The way in which you write up your Associates is unique to your company, which is why Hera now allows you to customize your Counseling Severity Types. Company Settings First you will need to head to your Company Settings by clicking on your name at ...
Create & Manage Counseling Records
Creating Counselings Automatically Daily Roster: In Daily Roster, Hera will ask you to create a Counseling for an Associate if the Roster Status deems them "Inactive" for the day. For example, "VTO," "Called Out," or "No Show, No Call" are all ...
Images and Documents in Counseling Forms can be shared with Associates
The images and documents you add to your counseling forms as evidence can now be shared with the drivers if you choose to do so. First, navigate to create a new counseling form or edit an existing one. Once the counseling form page is open, scroll to ...