Configure Performance Management Settings in Encompass

Purpose

This article explains how to configure Performance Management Settings in Encompass at the Company Level, including Hours of Service rules and Performance Management rules such as Maximum RPM, Maximum Speed, Hard Braking Thresholds, Idle Time Limits, Fuel Economy Targets, and Reportability for Units and Drivers.

When to Use This Article

• A customer wants to adjust alert thresholds for speed, RPM, hard braking, or idle time
• A customer wants to enable or disable performance reporting for units or employees
• A customer needs to configure Driving Start Distance, Driving Start Speed, or Driving Stop Time settings
• A customer asks where Performance Management settings are located in Encompass

Steps to Follow

1. Click Setup in the drop-down in the upper right-hand corner.

   

2. Click on Company Level Listing in the Maintain Company Info box.

   

3. Click Edit Rules next to the appropriate company level.

   

4. Scroll down to the section titled Encompass ELD Rules. The following Hours of Service settings are at the top: Driving Start Distance, Driving Start Speed, and Driving Stop Time. The remaining settings are for Performance Management:

   • Max Acceptable Tachometer -- Maximum RPM reading before an alert is generated
   • Max Acceptable Speed -- Maximum speed reading before an alert is generated
   • Hard Brake Deceleration -- Deceleration rate that defines a Hard Braking Event
   • Days Before Not Utilized -- Number of days an ELD does not report before it is marked as not utilized and removed from utilization reports
   • Average Idle Time per day of operation -- Maximum idle minutes before an alert is generated
   • Target Fuel Economy -- Goal MPG for units
   • Max Hard Braking Occurrences per Day -- Maximum hard braking events per day before generating an alert
   • Is Unit Performance Reportable? -- Turns on reporting for units
   • Is Employee Performance Reportable? -- Turns on reporting for employees

   

What Not to Do / Common Pitfalls

• Do not confuse the Hours of Service settings (Driving Start Distance, Driving Start Speed, Driving Stop Time) with the Performance Management settings -- they are in the same section but serve different purposes.
• If performance reports are empty, verify that Is Unit Performance Reportable? and/or Is Employee Performance Reportable? are turned on.