Permissions needed
In order to see the Vehicles menu and add vehicle details for other employees, you will need the permissions below.
HR_Expenses: The view permission will enable you to see the Vehicles menu. The edit, add and delete permissions will need to be added as needed in order to edit, add or delete vehicle details.
Employee Administration: You will need the view, add and edit permissions.
Vehicles menu is greyed out
Any user with System Owner rights will be able to enable this menu by following the steps below:
Go to any employee's profile and click the Employment tab.
Click Edit in the lower left corner of the screen.
The Vehicles menu on the right will now be highlighted in yellow.
Click Vehicles.
Check the Include box.
If needed, click the Can View tab to select which roles need to view the Vehicles menu.
Click Save.
Adding vehicles to an employee
Go to the employee's profile and select Employment.
Click the Vehicles menu and then Add Vehicle.
Add the registration number, make and model of the vehicle.
Select the vehicle type in the Type dropdown list.
Complete all other details as needed; all fields marked with a red asterisk are mandatory.
Click Add MOT and Add Insurance to add MOT and insurance details.
You can upload documents by clicking Add Document and selecting your file.
Click Save.