Drivers and employees explained
You will understand that drivers and office staff are the same kind of record, how Employee Type separates them, what the Drivers list and its KPIs show, and where a driver’s money position comes from.
NShine ERP keeps one Employees module for everyone on the payroll: drivers, helpers, managers, clerks and mechanics. People › Employees is the full list. Drivers on the main menu is the same data filtered to records whose Employee Type is Driver, with the columns a dispatcher needs.
One record therefore serves dispatch (which driver is on which booking), payroll (salary type and amount), accounts (advances and trip pay) and compliance (licence and identity documents).
Employee Type
Employee Type is required on every record. Values such as Manager, Clerk and Driver are kept under Settings › Dropdown Values, so you can add Helper, Mechanic or Supervisor. Only records typed Driver appear in the Driver list on the booking form and on the Drivers screen, and only they can be given the mobile app.
What the Drivers list shows
- The KPI tiles above the list are Active Drivers and Amount to Pay, the total of what the company currently owes its drivers.
- The Active Drivers tile on the dashboard is the same count.
- People › Employees shows the same columns plus Employee Type.
Column | What it tells you |
|---|---|
First Name, Last Name, Phone | Who the driver is and how to reach them |
Joining Date, Last working date | Service period; a last working date is needed before payroll can close them out |
Current Balance (Dr/Cr) | Money between you and the driver: advances given, trip pay earned, expenses paid from their pocket |
Enable Mobile App | Whether the driver can sign in to the driver app |
Salary Type, Trip Based Salary Type | How the driver is paid: monthly, fixed, percentage, and per-trip rules |
Is Active | Off hides the driver from pick lists but keeps history |
The record and its tabs
- The Add form holds identity, dates, salary settings, Bank Info and Additional Info (emergency contact and notes).
- The edit page adds a Documents tab, listing every document type mapped to employees with Upload, number, dates, next reminder and status.
- A Driver Files tab holds loose files (contracts, photos, test forms) that you can view, download, delete or star.
How a driver connects to the rest of the app
- Bookings: the driver is picked on the booking form; Driver Payments on the booking’s profit panel are what the driver earned on that trip.
- Employee Payments: advances, trip pay, reimbursements and returns post to the driver’s balance under Payments › Employee Payments.
- Fuel: a fill marked Paid By Employee adds the amount to the driver’s balance as money owed to them.
- Payroll: Payroll › Attendance and Payroll › Payroll read the salary type and amount and net the balance in the monthly run.
- Documents: licence and identity expiries appear under Document Tracking › Employee and in the dashboard’s Employee Documents counts.
- Mobile app and live tracking: a driver with the app on stamps journey steps, sends PODs and shares location.
When to use which screen
- Dispatch and daily work: Drivers.
- Adding office staff, or checking who is in which role: People › Employees.
- Paying or recovering money: Payments › Employee Payments, not the driver record.
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.