Select Your Staff tab on the right-hand side of the home dashboard.
The menu will open up and look like this and you’ll see your members of staff:
If you click on any of your employees’ names, you will be shown this screen:
Click on Person Checks, then Person Checks again.
You will be taken to the screen below:
To complete this check:
Click on the name of the check that you have completed
- Driving licence check
Or
- Insurance
Date Checked
- Insert date
Checked by
- Put person’s name using the Person search feature (see below)
Click Save
Repeat this process for the Insurance check by clicking New and filling out the same details as the previous check you just did.
Click Save when you have completed the second check.
You will now see that on the Left-hand side, it has confirmed that a check on the employee’s driver’s licence and insurance was completed.
It will also tell you date it was checked, as well as the renewal date.