Fleet management guides
Ops guides for a self-employed workforce
These fleet management guides are for people who run a self-employed workforce across one or more sites. Each one covers a single job: a new worker, a subcontracted firm, a second site, capacity, or overflow work you cannot cover yourself. Open the guide that matches the work in front of you this week.
Open the guide for the job in front of you. Product setup for a live file sits on the onboarding and invoicing pages, which are separate from this list. The index of guides, calculators and articles is the Zerity learning centre.
Driver file
The record you need before a person starts work.
- Self-employed driver onboarding checklist. Identity, right to work, licence, insurance and pay details, in the order an auditor expects.
- How to onboard self-employed drivers. The narrative guide. The checklist is the list a depot prints.
- Subcontractor onboarding checklist. A carrier is a firm. Collect the contract as well as every driver file.
- What to record on a driver licence check. Check code, category and expiry. Zerity stores the licence record, the date it was checked and the expiry. Track every expiry date in one place.
Depots
A second site, and the vans and drivers that site can actually cover.
- Multi-site operations. One driver record, tagged to a depot and a network, instead of a spreadsheet per site.
- Capacity planning. Stops, shift length and cover. The van planner does the arithmetic.
Money
Overflow work and the sums you should type in yourself.
- Subcontracting overflow work. What to file when a load goes to an exchange or another firm.
- Workforce calculators. The calculator hub. Each working tool uses figures you type, not an industry saving.
Questions
Which guide should I open first?
If a driver starts this week, use the onboarding checklist. If you are adding a site, use the multi-depot guide.
Are these guides the Zerity setup manual?
No. They explain the operating job. Product steps sit on the onboarding and invoicing pages.
Do the guides cover DVLA checks?
They explain how to check a licence and what to file. Zerity stores the licence record, the date it was checked and the expiry. Track every expiry date in one place.