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Driver onboarding, pay and compliance

Understand driver availability states

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to use availability independently from employment status.

Audience: Courier operations staffPermission: Courier: EditModule v2.0.0
Jump to steps
Where to goAdmin Area → Courier & Logistics → Drivers → Open driver

What this guide helps you do

Use availability independently from employment status. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Follow these steps

  1. Go to the driver.
  2. Select the current availability.
  3. Save.
  4. Verify the dispatch list reflects the change.

Fields and options

availableMay be considered for dispatch if all other checks pass.
busyCurrently allocated or otherwise unavailable.
offlineNot presently accepting work.
unavailableExplicitly unavailable.

Rules and limits

  • A successful assignment changes the driver to busy.
  • Completion or cancellation releases the assigned driver back to available.

Check it worked

  • The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

  • Use the exact record and least-privilege role before changing any state.
  • Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
  • Use protected document and image routes rather than exposing server filesystem paths.
  • Keep customer, driver, provider, financial and credential data within the authorised workflow.
  • For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.

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