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J. J. Keller Support Center

FAQ - How do I run an annual review on one driver?

Question

How do I run an annual review on one driver?

Answer:

  1. Click on the 'DQ Files' tab
  2. On the left-hand sidebar, under Common Tasks, click on 'Annual Review Processing'
  3. Click on 'Custom'
  4. Under the 'Select Employees' section, click 'Include Selected Employees'
  5. Click the radial button next to Employee Names
  6. Click on the magnifying glass
  7. Locate the driver in the list by searching, or clicking through the pages
  8. Click on driver's name
  9. Copy and paste the driver's name from the first field to the second field, or use the magnifying glass again
  10. Click 'Apply' at the bottom of the page.  The driver's name should appear in a list.
  11. Click 'Continue Processing All'
  12. Click on the 'Home' tab
  13. Look for your 'DQ File Alerts'
  14. Click on the "Drivers To Generate Annual Review Reports" alert
  15. Click 'Generate Reports for All'
  16. Select all options that apply
  17. Select 'Generate Reports'
  18. Reports will display in a Report Viewer window. Print any/or all that apply
  19. Click on the 'Home' tab
  20. Click on the "Drivers To Review Annual Review Reports For" alert
  21. Choose 'Review Reports' to update dates of paperwork as it is received and reviewed 

      -or-

  1. Choose 'Remove' after receiving the driver's MVR, updated the dates in his/her DQ file, and finished reviewing it.
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