Word template · Reports
Agency driver file template
An agency driver file brings together what a driver agency holds before a driver starts with a client. This Word template covers the assignment, identity and right to work, the DVLA licence check, Driver CPC card, digital tachograph driver card, other tickets, time worked for other employers, assessment and references. Formatix fills it from the CV, the check result, card scans and your notes. Categories come from the licence check, never from the CV alone, and only the last 8 characters of the licence number are held. It is a Formatix template, not an official form.
The details sit in a check result, card photos and a phone note. This file puts them in one place. A photo of a licence is not shown as a DVLA check, and nothing is marked International unless the document says so.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.

What's in the template
The 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.
- Assignment: client, depot, vehicles, shift pattern
- Identity and right to work
- Licence: last 8 characters, categories, DVLA check date, points
- Driver CPC: card number, type, expiry
- Tacho card: expiry and last download
- Other employers' hours, assessment, references and Still needed
What it's for: Keeping one file for each driver before they start with a client.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Driver agencies
One file per driver, ready before the first shift.
Transport managers
Licence, CPC and tacho details in one place.
Compliance coordinators
Missing checks listed, with expired cards named.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop in the documents
Upload the CV, DVLA check result and card scans, and add the booking details in a note. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Does Formatix run the licence check?
- No. You run it with the driver's check code on GOV.UK, and Formatix records the date and result you give it. A check code must be used within 21 days and only works once.
- Is that a share code?
- For driving licences the term is a check code. A share code is the right to work service.
- Why ask about other employers?
- Under the Road Transport (Working Time) Regulations 2005 an employer of a mobile worker asks for time worked for other employers and counts it. DVSA guidance says agencies keep working time records where the driver is paid by or through them.
- Does it work out expiry dates?
- No. Driver CPC and tacho card expiries are copied from the cards.
Related templates and pages
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.
Use the agency driver file in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.
