A new driver is set up from HR to first handover
Who is involved
| Role | What they do |
|---|---|
| HR specialist | Links the employee to their sign-in. |
| Dispatcher | Promotes the employee to a driver and records the licence. |
| Driver | Signs in and sees their own record. |
Step by step
- HR specialist
Links the employee record to the person's sign-in.
What they see:The employee is eligible to be a driver.
- Dispatcher
Opens Drivers, chooses Promote an employee and finds the person by name or employee number.
What they see:The person is in the list, because they have a sign-in, have not left and are not yet a driver.
- Dispatcher
Saves, then enters the licence class and expiry on the driver page.
What they see:The driver can be handed vehicles that class covers.
- Driver
Signs in and opens My vehicle.
What they see:Their licence and expiry, and a sentence that no vehicle is assigned yet.
Who is told what
None until the first handover, which sends the driver a notice.
Related
- Fleet Management
- HR Management
- A second vehicle for the same driver is refused, covered by a temporary handover or a higher limit
- A vehicle goes off the road and its driver is released
- The dispatcher hands over a vehicle, the driver sees it, the dispatcher takes it back
- Discuss a vehicle or driver in chat
- Discussion and follow-ups on vehicles and drivers
- Team workflows