Run holiday, staff records and driver checks from one team list
One person, one record: allowances and time off, contracts and right-to-work, plus licence and CPC expiry all counted down for you.
5 min read
Everyone you employ sits in one team list. Staff Holiday & Leave, Staff Records & Compliance and Driver Legal Compliance all read that same list, so a phone number or leaving date is only ever typed once.
- 1
Add your people once
Name, email, mobile and start date. Tick what each person does: drives, works on site, books holiday, approves holiday.
- 2
Set the holiday year and allowances
Choose the year start and the standard allowance, then override anyone on a different contract.
- 3
Let the team request from their phone
Staff get a six-digit code by email — no password, no licence fee. Clashes are flagged before a manager sees the request.
- 4
File the paperwork against the person
Contracts, right-to-work checks, DBS and signed policies upload straight to that employee's record with an expiry date.
- 5
Add the driving details for anyone who drives
Licence categories and points, Driver CPC hours, tachograph card and medical, each with its own countdown.
- 6
Let the reminders do the chasing
Anything close to expiry shows as a red count in your dashboard and emails the manager before it lapses.
Approving holiday is a tick box on a person, not a login upgrade. A supervisor can sign off time off without ever seeing billing, settings or your other apps.