An employee becomes a driver

What moves

The driver roster is built from HR employees: the name, phone, email, department, fuel card reference and sign-in are copied once when the person is promoted. Only employees whose record is linked to a login, who have not left and who are not yet drivers are offered.

Before you start

• Fleet Management and HR Management in your plan
• The employee's record linked to their sign-in

Step by step

1. HR specialistHR Management

   Links the employee's record to their sign-in.

   You see:The employee becomes eligible to be a driver.

2. DispatcherFleet Management

   Opens Drivers, chooses Promote an employee and picks the person.

   You see:Their details are copied into a new driver record.

3. DispatcherFleet Management

   Enters the licence class and expiry.

   You see:The driver can now be handed vehicles that class covers.

4. DriverFleet Management

   Signs in and opens My vehicle.

   You see:Their own licence is shown, ready for the first handover.

Related

• Fleet Management
• HR Management
• Ask about vehicles and the papers that expire
• Copilot works the fleet
• Depots come from your work locations
• A fleet manager discusses a faulty vehicle with the workshop manager in chat
• A fleet manager flags a fault and the workshop manager follows up
• Connections between modules