Getting Started Walkthrough in Encompass - Quick Guide

Purpose

This article outlines essential setup steps for new Encompass users to prepare the system for safety and compliance management. It guides Administrators through entering Company Details, defining Operational Rules, and adding Drivers and Vehicles to the Roster. For fleets using the Encompass® ELD mobile application, it explains how to configure Mobile Settings and create Driver Logins. The article also links to additional resources, including Company Information Setup, Rule Configuration, ELD Guides, and Dashboard Customization. Completing these steps ensures Encompass is properly configured for efficient fleet operations and compliance tracking.

When to Use This Article

• You are logging into Encompass for the first time and need to complete initial setup.
• You need a walkthrough of the core configuration steps for company info, rules, drivers, vehicles, and ELD settings.
• You want links to detailed guides for each setup area.

Steps to Follow

Encompass users logging in for the first time may be presented with an on-screen walkthrough! Feel free to watch the walkthrough below, or use the written guidance that begins underneath the video to walk through the same kind of information.

 ➜  Add some basic information about your company and its operations: Company Name, Address, DOT Number, etc.

Go to Settings > Company Info > Company Level Listing.

💡See this article for more information: Company Information

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 ➜   Use the Edit Rules button to define policies for driver qualifications, drug and alcohol testing, hours of service, vehicle maintenance, and fuel tax.

💡See this article for more information: Company Rules 

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 ➜   Add your Drivers to the roster.

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💡See Adding an Employee/Driver for more information.

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 ➜  Add your Vehicles to the roster.

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💡See Add Vehicles/Units for more information.

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 ➜   If your Drivers will utilize the Encompass® ELD mobile application, ensure your company's Encompass ELD - Mobile Settings are properly set up.

Go to Settings > Encompass ELD Settings > Mobile Company Settings

In order for Drivers to use the application, you will need to set them up with a login. Go to Settings > Encompass ELD Settings > Mobile Users Logins.

💡See Encompass ELD Fleet ID, Usernames, and Passwords and ELD Setup and Connected Device List for more information.

To help with using the Encompass® ELD application itself, see these Encompass ELD Driver Training Checklist!
 

What Not to Do / Common Pitfalls

• Do not skip entering Company Information before adding drivers and vehicles. Company-level rules apply to all roster entries.
• Do not forget to configure Mobile Company Settings before creating driver logins for the ELD application.
• Do not add drivers to the ELD application before verifying their Encompass login credentials are active.

Escalation Path