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Delivery driver onboarding checklist

Delivery driver onboarding checklist

A delivery driver onboarding checklist is the list a UK depot uses before a person goes out with parcels. It covers identity, right to work, the licence you have viewed, insurance and the pay details you will self-bill against. This page is that list.

Print it. The narrative of why each gate exists is in how to onboard delivery drivers. A firm that sends you drivers is a different list: the subcontractor onboarding checklist.

The checklist

Item Collect this Where the rule sits What Zerity stores
Identity A photo document you can match to the person in front of you. Your depot standard. The copy and the expiry date.
Right to work Follow the Home Office employer guide when the driver is an employee. For a self-employed courier, read that guide and the carrier contract before you treat the check as optional. Home Office, on GOV.UK. The evidence you collected, and the date. Zerity does not complete the check.
Driving licence A DVLA share code, viewed on GOV.UK, showing category and photocard expiry. DVLA: view or share your driving licence. The result, the check date and the expiry. Zerity does not query DVLA.
Endorsements The points and codes shown on that same share-code result. DVLA, on the check you have just viewed. What you saw, dated.
Motor insurance A policy that covers carrying goods for hire or reward. A social, domestic and pleasure policy is the wrong product. Read the schedule. The insurer. GOV.UK explains classes of vehicle insurance. The schedule and the expiry. Zerity does not call the insurer.
Goods in transit The cover your customer or carrier contract asks for, if it is separate from the motor policy. The contract. The certificate and the expiry.
Their van, if they use one MOT certificate and V5C, when the van is theirs rather than yours. GOV.UK vehicle records. The documents and the expiry dates.
Pay details Bank details, and a UTR when you will self-bill a self-employed driver. HMRC sets the conditions for a self-billing agreement. HMRC: VAT self-billing arrangements. The agreement and the details you pay against.
Policy acknowledgement A dated note that they have read the depot rules. Your own policy. The acknowledgement.
Named approver The person at the depot who says this driver may go out. Your process. The name and the date.
Review date The next date you will look at the licence, visa, insurance or MOT. Your insurer or carrier contract. The reminder on the file.

Where to read the official guidance

What Zerity stores, and what it does not do

Onboarding in Zerity keeps the documents, the named approver and the expiry dates on one driver record. It does not run an automated DVLA licence check, and it does not complete a Home Office right-to-work check. Someone at the depot still views the share code and decides the person may go out. The driver licence check guide lists the fields to write down. Right-to-work checks for self-employed couriers is the longer note on that duty. The daily defect check lives with vehicle inspections, not on this list.

Questions

What documents do I collect before a driver goes out?

Identity, right to work, a licence you have actually viewed, insurance that covers courier work, and the pay details you will self-bill against.

Is a right-to-work check required for a self-employed courier?

If they are your employee, follow the Home Office check before they start. If they are self-employed, read the Home Office guidance and the carrier contract before you treat the check as optional.

How do I check a British licence?

Ask the driver for a DVLA share code and view the licence on GOV.UK. File the result and the expiry. Zerity stores that file. It does not query DVLA for you.

How often do I look again?

At least when the licence, visa, insurance or MOT expires, and on the cadence your insurer or carrier contract sets.

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