HR / Transport Manager
Turn tomorrow's demand into published, safe, allocated routes.
The person accountable for the operation running safely and efficiently. The route planner is your main screen.
Try this role now
Sign in with the demo account and start at Route planner.
A 4-minute guided tour offers itself when you arrive, and highlights each screen as it explains it. You can replay it any time from your account menu.
What you are responsible for
- Generate demand and pool it into capacity-safe routes
- Allocate vendor, vehicle and driver
- Clear safety and compliance blocks before publishing
- Authorise an override when the exception is genuinely justified
- Own employees, shifts, pickup points and fleet master data
How to do it
4 workflows, in the order you will meet them.
1. Plan a shift end to end
Daily, for the next service day.
- Open Route Planner and choose the service date, site and shift, then Load demand.
- If the demand list is empty, use Generate demand from roster to create requests for everyone whose default shift matches.
- Review the unassigned list — it is grouped by pickup area, and a shield icon marks protected-category employees.
- Choose the vehicle capacity to plan against and press Generate routes. Passengers are pooled by area and split to fit capacity minus your policy buffer.
- For each proposed route, set the vendor, vehicle and driver, then Allocate.
- Read the warnings on the card. Fix anything blocking, then Publish route.
- Publishing creates the trip, builds the manifest and notifies the passengers and the driver.
Automatic pooling is a proposal, not a decision. Open a route to reorder stops or move passengers between routes before publishing.
2. Clear a publication block
A route card shows red blocks.
- Over capacity — move passengers to another route, or allocate a larger vehicle.
- Protected passenger is the last drop — open the route and reorder the stops so a standard passenger is last.
- Expired documents — pick a compliant driver or vehicle, or get the vendor to renew in Compliance.
- Passenger already on another route — remove the duplicate. This one cannot be overridden, by design.
3. Authorise an override
A block is genuinely justified and you accept accountability.
- Type the reason in Authorised override reason. It is mandatory.
- Press Override & publish and confirm.
- The route records the override, your name and the reason, and an audit event is written.
Use this sparingly. It is visible on the route, in reports and in the audit log.
4. Keep master data healthy
Weekly, and whenever the operation changes.
- Employees — keep pickup points and default shifts accurate; an employee with no pickup point cannot be pooled.
- Pickup Points — use consistent area names, since the area is what groups passengers.
- Shifts — check the days each shift runs on.
- Compliance — clear the expiring list before it becomes a block on the night.
What this role can and cannot do
Enforced on the server, not just hidden in the interface.