For driver agencies and logistics recruiters

Licence, card, card, card

A transport manager wants the licence categories, Driver CPC and tacho card in date before a driver turns up. Those details sit in a check result, card photos and a note from the booking call.

Retyping them for every driver is where a Class 2 becomes a Class 1 or an expired card slips through.

How it works

1. 1

   Set up your formats once

   Start from a template below, or upload your own form or the one your client issues. Formatix builds a template that keeps its layout, and you check a filled sample.

2. 2

   Send in the documents

   The CV, DVLA check result and card scans, by upload, by email to [email protected], from JobAdder, Salesforce or HubSpot, or from inside ChatGPT or Claude.

3. 3

   Check and send

   Each document opens beside the originals for checking. Chase what is on the Still needed list, then download it in Word, Excel or PDF.

Formatix copies what the documents say. It does not run DVLA or right to work checks, and it never prints a full driving licence number.

Templates to start from

Each one is rebuilt in your brand. Or upload your own format, or the one your client sends you, and Formatix builds the template from it.

• WordAgency driver fileThe per-driver file a UK driver agency keeps: assignment, identity and right to work, DVLA licence check, Driver CPC card, digital tachograph driver card, other tickets, time worked for other employers, assessment and references. Details only as stated, with a Still needed list. Not an official form.
• WordAgency driver profileThe profile a driver agency sends a transport manager: licence categories and DVLA check, Driver CPC, tachograph card expiry, availability, tickets and driving experience. Categories are not upgraded from a CV and the licence number is never printed. Not an official form.
• ExcelDriver licence, CPC and tachograph trackerAn Excel tracker of drivers, one row each: categories, licence validity, last DVLA check, points, Driver CPC, tachograph card and last download, right to work. An expiry turns red once it has passed and amber within 90 days of the as-at date, with live counts at the top. Not an official form.
• WordRight to work check recordA record of one right to work check, laid out on the Home Office employer's guide (updated 1 October 2026): manual document check, Home Office online check with a share code, a digital verification service provider, or the Employer Checking Service. It records who did the check and how, the steps taken, the outcome, any follow-up date and the date the check was made. Nothing is assumed from a CV or nationality. Not an official form and does not give legal advice.
• WordKey Information Document (agency workers)The Key Information Document an employment business gives an agency worker before terms are agreed (regulation 13A of the Conduct Regulations 2003), with PAYE, umbrella company and limited company versions and the example pay for one pay period. Rows follow the GOV.UK example KIDs (updated 7 April 2026). Pay, deductions, fees and every figure come only from the agency's terms; nothing is calculated. Not an official form and does not give legal advice.
• WordAgency worker suitability recordA record of the checks an employment agency or employment business makes before it introduces or supplies a work-seeker, set out by regulations 18 to 22 of the Conduct Regulations 2003: what the hirer told you, identity, the qualifications and authorisations the role needs, willingness to do the work, protection steps, references for work with vulnerable people, and what was passed to the hirer and the worker. Yes and No only as your file says. Not an official form and does not give legal advice.

Frequently asked questions

Does Formatix check driving licences?

No. You run the check on GOV.UK with the driver's check code, and Formatix records the date and result.

Does it hold the full licence number?

No. The file keeps the last 8 characters at most, and the profile prints none of it.

Are these official forms?

No. They are Formatix templates and say so in their footers.

Where are the documents kept?

Formatix is UK-hosted on AWS London. Team owners can set records to delete automatically after 30, 60, 90 or 365 days, records can be deleted at any time, and documents are never used to train AI models.

Does it work with our ATS?

JobAdder, Salesforce, HubSpot and Ezekia have native connectors on every plan, including the free trial. Any other ATS or CRM works by email: send the documents to [email protected] and the filled document comes back by reply.

Related pages

• Temporary and contract staffingKey Information Documents, suitability records and temp worker profiles.
• Bulk CV formattingA whole team's documents in one batch.
• IntegrationsJobAdder, Salesforce, HubSpot and Ezekia, and email for any other system.
• SecurityHow documents are handled and where they are kept.