Driver onboarding, pay and compliance

Recalculate driver compliance

Understand how required evidence produces pending, action-required or compliant results.

Audience: Courier operations staffPermission: Courier: Manage complianceModule v2.0.0
Exact navigationAdmin Area → Courier & Logistics → Drivers → Open driver → Compliance

What this guide covers

Understand how required evidence produces pending, action-required or compliant results. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Exact step-by-step process

  1. Review the required document list configured by the module.
  2. Confirm each required item is approved and not expired.
  3. Review licence and right-to-work dates.
  4. Trigger or save the action that recalculates compliance.
  5. Confirm progress and final status.

Fields, choices and supported possibilities

compliantAll required evidence is approved and unexpired.
action_requiredSome evidence exists but the set is incomplete, rejected or requires attention.
pendingNo qualifying required evidence has completed review.
expiredA driving licence expiry condition forces an expired result.

Code-backed validations and workflow rules

  • Progress is calculated from qualifying required documents and retains the module’s onboarding floor.
  • An approved document that is expired does not qualify.

Expected result and verification

  • The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

  • Use the exact record and least-privilege role before changing any state.
  • Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
  • Use protected document and image routes rather than exposing server filesystem paths.
  • Keep customer, driver, provider, financial and credential data within the authorised workflow.
  • For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.