Add a driver
You will have a driver record that can be picked on bookings, paid through Employee Payments and payroll, given the mobile app, and tracked for licence and identity document expiry.
Drivers are added on the same form as every other employee; what makes the record a driver is Employee Type. Fill the salary block correctly at the start, because payroll and trip pay read it on every booking and every month.
Before You Start
- An Employee Type named Driver exists under Settings › Dropdown Values (it does by default).
- If the driver will use the mobile app, Enable Driver Mobile App is on under Settings › Company and the driver’s phone number is the one they will receive the OTP on.
- The driver’s bank details, if salary is paid by bank transfer.
Steps
- Open Drivers (or People › Employees) and click Add.
- Enter First Name, Last Name, Email and Phone. Phone is the mobile-app login identity, so enter it with the country code.
- Enter the Joining Date and choose Employee Type Driver. Leave Last working date blank until the driver leaves.
- Switch on Enable Mobile App if the driver will stamp trips and send PODs from the phone, and leave Is Active on.
- Choose the Salary Type and enter the Salary Amount. Monthly for a fixed monthly wage, Fixed or Percentage as your pay rules require; see Salary types explained.
- If the driver also earns per trip, choose the Trip Based Salary Type and enter the Trip Based Salary Amount. This is what the booking’s Driver Payments figure is calculated from when the driver is assigned.
- Fill Bank Info: Bank Name, Branch Name, Account No and IBAN Code (or your country’s bank code). Salary payments read these for the bank file.
- Fill Additional Info: Emergency Contact Details and any Notes, then click Save.
Fields On This Screen
Field | What to enter | Required |
|---|---|---|
First Name | Given name | Yes |
Last Name | Family name | No |
For statements and notifications | No | |
Phone | Mobile number with country code; used for OTP login | For the mobile app |
Joining Date | First day of work | Yes |
Employee Type | Driver, Manager, Clerk or a custom type | Yes |
Last working date | Leave blank for a working driver | No |
Enable Mobile App | Allow sign-in to the driver app | No |
Is Active | Off hides the driver from pick lists | Yes |
Salary Type | Monthly, Fixed or Percentage | For payroll |
Salary Amount | Amount or percentage that goes with the Salary Type | For payroll |
Trip Based Salary Type / Amount | Per-trip pay rule and its rate | No |
Bank Name, Branch Name, Account No, IBAN Code | Where salary is paid | For bank payment |
Emergency Contact Details | Name and number to call | No |
Notes | Anything else about the driver | No |
What This Changes
- The driver appears on the Drivers list and in the Driver pick list on the booking form; Active Drivers goes up by one on the list and the dashboard.
- A balance is opened for the driver, shown as Current Balance on the list and totalled in Amount to Pay; Employee Payments and fuel fills Paid By Employee post to it.
- The driver appears under Payroll › People, where a pay package can be set, and in Payroll › Attendance from the joining month.
- Document types mapped to employees in Settings › Document Mapping (driving licence, identity documents) are listed on the driver’s Documents tab and under Document Tracking › Employee as Unknown until uploaded.
- With Enable Mobile App on, the driver can sign in to the app with an OTP sent on WhatsApp.
Tips
- Upload the driving licence straight after saving; the licence expiry is what most inspections ask for.
- Helpers and cleaners who ride along can be added with their own Employee Type so they are not offered as drivers on bookings.
- Many drivers to add? Use AI › AI Data Import › Drivers from a sheet.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.