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# Drivers

> Practical guide to current CHRT drivers workflows and saved-record checks.

## Membership and driver eligibility

A team invitation adds organization membership. Driver execution also requires the appropriate driver profile and access for that organization. Check both before expecting the mobile app to show driving work. Use [Add an Organization Member](/staging/help/getting-started/add-org-member) for team invitations.

## Open the driver roster

Open [Drivers](https://chrt.com/operations/drivers). Search/filter the roster and review **Driver Status** 1, **W2** 2, **Driver Availability**, and **Operator Availability**. Driver and operator availability are separate values; inspect both when planning an assignment.

![The Drivers roster with numbers 1 and 2 on the Driver Status and W2 columns.](/_fern-files/_img/7b4e72869e5501d9552117dea2914346496176c12d31003db04331a73fd9d528.webp)

*The **Drivers** roster. **1** **Driver Status** column, **2** **W2** column.*

## Review a profile

Open a driver to review **Details**, **Compliance**, **Map**, **Orders**, **Analytics**, and **Settings** 1 where available. In **Details**, review the contact information 2 and **Vehicle Types**. In the example below, the profile header shows the **Auto-assign · W2** 3 badge. An authorized operator can submit the profile form, then reopen the profile to confirm the saved values. Review the required compliance documents separately. Saving contact or vehicle information does not confirm the driver's classification or assignment eligibility.

![A driver profile with the Details tab selected and an Auto-assign · W2 badge in the header; numbers point at the profile tabs, the Contact information card and the badge.](/_fern-files/_img/f25d7e3a1384b79131318da63aa7b4536d5fc5c1f8c560abb0e6d25f2835087b.webp)

*A driver profile on the **Details** tab. **1** tab row from **Details** to **Settings**, **2** **Contact information** card, **3** **Auto-assign · W2** badge in the header.*

### Inspect compliance and settings

The driver profile's **Compliance** 1 section shows a table 2 and an **Upload evidence** 3 control. The control does not establish compliance approval or assignment eligibility.

![The driver profile's Compliance tab with an empty document table and the Upload evidence button; numbers point at the Compliance tab, the table and the button.](/_fern-files/_img/8e2dafc824f6c705fa281ff889c86fee8500e46b8ce4dbc0d539449c72c04776.webp)

*The driver profile's **Compliance** tab. **1** **Compliance** tab, **2** empty document table (**No compliance evidence yet**), **3** **Upload evidence** button.*

The same profile's **Settings** tab holds the **W2 driver (auto-assign)** 1 switch under **Driver classification** and the **Operator availability** 2 menu, set here to **Available**.

![The driver profile Settings tab with number 1 on the W2 driver (auto-assign) switch and number 2 on the Operator availability menu.](/_fern-files/_img/e53977711a20bc252907a5081d8073208b59e79b8d3fb3bf2cd1a003389bd672.webp)

*The driver profile **Settings** tab. **1** **W2 driver (auto-assign)** switch, **2** **Operator availability** menu.*

## Set the classification for dispatch

Have an authorized operator confirm the driver's classification before assigning work. In the [Drivers roster](https://chrt.com/operations/drivers), review the **W2** column, then open the driver and choose the **Settings** tab. Under **Driver classification**, the **W2 driver (auto-assign)** switch sets the value; it reads **W2 · Auto-assignment is enabled.** when on and **1099 contractor · Auto-assignment is off.** when off. Only operators and higher can change it; others see a message saying so. Use the classification approved for that driver; do not change it just to bypass an assignment problem.

After you change the switch, reload the roster and profile. Confirm **W2** is **Yes** or **No** as intended and that the profile shows **Auto-assign · W2** or **No auto-assign · Contractor**. Report an error or a value that did not save before proceeding.

Immediate **Assign** or **Reassign** works when the assignee has agreed to direct assignment: a W2 driver with auto-assignment enabled, or a partner courier whose connection has **Auto-assign** turned on by that organization's admin (see [Auto-assign for partner couriers](/staging/couriers/connections#auto-assign-for-partner-couriers)). For a driver, use an authorized W2 profile with auto-assignment enabled. Review **Driver Availability** and **Operator Availability** separately; W2 alone does not confirm that the driver can take this work. A visible assignment button is not a substitute for checking eligibility.

Otherwise send the work as a listing: **Bid** asks for a response, and **Dispatch directly** asks a driver to accept or deny. For a driver who should respond before assignment, follow [Bidding and assignment requests](/staging/docs/guides/bidding). Its **Dispatch directly** mode sends an accept-or-deny request and is separate from immediate **Assign**. Check [Dispatching](/staging/couriers/dispatching) for immediate assignment and the saved segment checks.

## Review the latest location

Use the roster map view or the profile’s **Map** section. Check the **Last seen** 1 timestamp, the place name 2 and the **Location tracked** 3 coordinates. These values describe reported data; they do not guarantee the person is currently working or that location collection stops automatically between jobs.

![The driver profile Map tab with numbers 1 to 3 on the last seen time, the place name and the tracked coordinates.](/_fern-files/_img/33ad1182f3b3534703347cc0449e0d321b7924334b6641da674f03cf22a78f7b.webp)

*The driver profile **Map** tab, above the map. **1** **Last seen** time, **2** place name, **3** **Location tracked** coordinates.*

## Review recorded pings on an order

Open the assigned order's **Summary** map and select **Progress** 1. In **Map settings** 2, use the **Driver** layer and enable **See all pings** to inspect individual recorded points 34. Select a point to read its timestamp. A grouped marker can be opened to inspect the points within it.

![The order Summary map with Progress selected and two timestamped driver pings, 12:12 and 12:22 PDT; numbers point at Progress, Map settings and the two pings.](/_fern-files/_img/9232aafc6aa1daf39b4694deabef762058d388fdb9bd86e9aa0232320288354e.webp)

*The order **Summary** map with **Progress** selected, showing separate recorded pings at 12:12 and 12:22 PDT on an order assigned to a W2 driver with auto-assignment and started in the iOS app. **1** **Progress** toggle, **2** **Map settings** gear, **3** recorded ping at **12:12 PDT**, **4** recorded ping at **12:22 PDT**. The locations are simulated; this shows saved tracking history, not continuous road travel or a guaranteed update interval.*

**Live** shows the latest reported position. A route line or several latest-position markers does not establish a history of separate pings. Read the recorded points and their timestamps, and confirm that you are viewing the intended order and driver.

See [Live Location](/staging/app/location) for the driver's sharing and permission controls.

## Verify access before dispatch

Have the driver sign in to the correct mobile organization, then check the assigned work is available to that profile. Confirm assignment separately in the order **Timeline**. If the profile or job is missing, check organization membership, driver record, permissions, and the saved assignment.

For billing workflows and rate configuration, see [Billing](/staging/couriers/billing).

## Related guides

* [Getting Started](/staging/couriers)
* [Creating Orders](/staging/creating-orders)
* [Drivers](/staging/couriers/drivers)
* [Dispatching](/staging/couriers/dispatching)
* [Marketplace](/staging/couriers/marketplace)
* [Rate sheets](/staging/couriers/rate-sheets) — create the PPD rate sheets you
  set as driver defaults.
* [Billing](/staging/couriers/billing) — see line items roll up into driver pay
  statements.