RePloyee presets: ready-made roles and requirements for truck drivers

Presets in RePloyee are ready-made requirements and roles provided by Vieolo. A preset requirement knows the nature of the document it stands for, such as whether it expires, its usual validity, and whether it has a front and a back, so RePloyee can handle it correctly without any setup. Preset roles bundle the preset requirements of a document-heavy job, such as a truck driver in the Netherlands or Germany, so you can set up a whole role in one step.

You choose a preset in the "Preset" picker when you add a requirement or a role. Presets for your workspace's country are listed first. Each preset shows "Every country" or the countries it applies to.

Preset requirements

The following preset requirements are available:

• "Employment Contract": for every country. Does not expire.
• "ID Card or Passport": for every country. Expires. Has a front and a back.
• "Driving Licence": for the EU. Expires, usually valid for 5 years. Has a front and a back.
• "Code 95 / Driver CPC": for the EU. Expires, usually valid for 5 years.
• "Tachograph Driver Card": for the EU. Expires, usually valid for 5 years. Has a front and a back.
• "A1 Posting Certificate": for the EU. Expires.
• "Driver Attestation": for the EU. Expires.
• "Residence or Work Permit": for the EU. Expires.
• "ADR Certificate": for the EU. Expires, usually valid for 5 years. Has a front and a back.
• "Annual Safety Briefing": for Germany. Expires, usually valid for 1 year.

Each preset requirement also comes with sensible notice days, such as 90, 30, and 7 days before the expiry date for a driving licence.

When a preset requirement has a usual validity, RePloyee suggests the expiry date of a new document from its date of issue. When it has a front and a back, RePloyee asks you to upload both sides under the same document, so the two scans always stay together.

Preset roles

The preset roles are designed for transport companies in the Netherlands and Germany:

• "Truck Driver (Netherlands)" and "Truck Driver (Germany)": the base role of a truck driver. Requires the "Driving Licence", "Code 95 / Driver CPC", "Tachograph Driver Card", "ID Card or Passport", and "Employment Contract". The German role also requires the "Annual Safety Briefing".
• "Truck Driver - Cross-Border (Netherlands)" and "Truck Driver - Cross-Border (Germany)": meant to be held on top of the base role by drivers who work abroad. Requires the "A1 Posting Certificate", with the "Driver Attestation" and "Residence or Work Permit" as optional documents.
• "Truck Driver - Dangerous Goods (Netherlands)" and "Truck Driver - Dangerous Goods (Germany)": for drivers who carry dangerous goods. Requires the "ADR Certificate".

Give a driver the base role of their country and add the cross-border or dangerous goods role only when it applies to them. We will add presets for more roles and countries over time.

Add a preset

1. Open the "Roles" tab and click "Add role", or open the "Requirements" tab and click "Add requirement".
2. In the "Preset" picker, choose the preset.
3. Save.

A preset role comes with its name, description, and requirements. When you add it, the requirements it needs are added too. Any requirement your workspace already has is reused rather than added twice, so adding several preset roles never creates duplicates.

Each preset can only be added once to a workspace, including presets you have deleted. Presets your workspace already uses are not offered again.

What you can change

Presets keep the fields that make them work fixed:

• For a preset requirement, the "Name" and whether its "Documents expire" are locked. You can still change its "Notice days" and its "Description".
• For a preset role, the name is locked. You can change its description once the role is added. The required or optional setting of the requirements that come with the role is set by the preset.
• Preset requirements cannot be deleted, only deactivated.

You can still attach a preset requirement to your own roles, as required or optional, like any other requirement.

Preset updates

When a preset changes, for example because a regulation now requires an additional document, the roles made from it can be updated. Editing such a role shows "Preset update available" with the requirements the preset has gained, and whether the update makes an existing requirement required or optional. Click "Update" to apply it. Updating adds the new requirements and refreshes the fixed fields of the existing ones; nothing is removed.

Related guides

• Roles
• Requirements
• Employee documents
• Set up RePloyee