Driver registration, step by step

Every screen of the new driver registration in HR Portal (HRP-1227…1233, 1230): what is required, what can wait, what changed. Recorded on demo at phone width on Nov 10–11, 2026; required fields checked against the code. Not in production yet. Tap a screen to open it full size.

Before and after

WhatBeforeNow
When HR sees the requestOnly after the Company stepRight after the email code
Required fields13 for the company, 11 for the truck3 for the company, 2 for the truck
Fill from a photoNo, everything by handW‑9 fills the company, registration or insurance fills the truck
TruckRequiredCan be skipped
Documents12 files could be skipped without a wordThe company picks what is required (Driver License by default); the rest can be added later
ContractSigned with empty linesDate, company and address filled in
After Finish“No data”, empty driver cardDone screen with the request number and what to add
Driver stopped halfwayNobody followed upEmails after 24 and 72 hours

Driver: 7 steps

STEP 1

Create account

Required
  • First and last name
  • Email
  • Phone
  • Consent checkbox (terms and SMS)
  • Cloudflare check, passes by itself in 2–3 s
Can wait / optional
  • Nothing, the screen is short
What changed
  • The screen is the same as before

Swipe for more screens →

Empty form
Empty form
Filled in, check passed
Filled in, check passed
STEP 2

Email code

Required
  • 6 digits from the email, valid for 10 minutes
Can wait / optional
  • Change email
  • Resend the code after a minute
What changed
  • The request is created right after the code, HR sees it (HRP-1228)
  • The email says it is a registration code; the address is not in the page URL (HRP-1233)

Swipe for more screens →

The email (from the code template)
The email (from the code template)
Code page
Code page
Code entered
Code entered
Wrong code
Wrong code
STEP 3

Company

Required
  • Company name
  • EIN
  • Business type; for an LLC also C Corp, S Corp or Partnership
  • Phone (already filled from step 1)
Can wait / optional
  • Name IRS (empty = company name)
  • Address, city, state, ZIP
  • Owner email, first and last name
  • Tax exempt
What changed
  • “Upload photo or PDF”: a W‑9 or EIN letter fills the form, the file is saved to the request
  • 3 recognition tries per request, shared with the truck step; the 4th file is saved without recognition
  • Or “Fill in manually” (HRP-1231)

Bug: from the W‑9, “Springfield, IL 62701” all lands in City and State stays empty, the business type is not picked up.

Swipe for more screens →

Before upload: photo or manual
Reading the W‑9
Reading the W‑9
Filled from the W‑9 (scroll inside)
Business type list
Business type list
For an LLC: the LLC type
For an LLC: the LLC type
Step complete
Unreadable photo: “take a clearer photo or fill in manually”
Unreadable photo: “take a clearer photo or fill in manually”
4th file: saved without recognition
4th file: saved without recognition
Next with empty required fields
Manual: only name, EIN and type
STEP 4

Truck

Required
  • Make
  • Model
  • Only if the driver did not tap Skip
Can wait / optional
  • Year, VIN, plate
  • Doors, equipment, dock height
  • Cargo size, payload, GVW
  • The whole step: “Skip for now”
What changed
  • A registration or insurance photo fills make, model, year, VIN and plate
  • The step can be skipped (HRP-1232)

Minor: after Skip a “Please fill in all required fields” message pops up, and the next step still asks for truck documents.

Swipe for more screens →

Before upload: registration, insurance, manual, skip
Reading the registration
Reading the registration
Filled from the registration (scroll inside)
After “Skip for now”
STEP 5

Documents

Required
  • Whatever the company marks in settings
  • By default only the Driver License
  • Without it Next is locked: “Upload your Driver License to continue”
Can wait / optional
  • Void Check
  • Driving Record, Green card or Passport
  • Selfie with license (live camera only)
  • Insurance, Vehicle Registration
  • 4 truck photos: left, right, cargo space, plate
  • MC/USDOT and extra files, outside the counter
What changed
  • “Uploaded N of 11” counter
  • “Some documents are still missing” before leaving, with Add now / Continue (HRP-1229)

Minor: tiles show an internal number instead of the file name; the Required label stays after upload.

Swipe for more screens →

Before upload (scroll inside)
Driver License uploaded
Leaving with documents missing
Leaving with documents missing
Next locked without the Driver License
Next locked without the Driver License
STEP 6

Contract and signature

Required
  • Open the documents (“Click here”)
  • Sign with a finger or mouse
  • Finish
Can wait / optional
  • Download PDF
  • Clear Signature and sign again
What changed
  • The contract already has the date (New York time), company name and address (HRP-1227)
  • FW9, Company Contract and Lease Agreement are signed at once

Bugs: on a phone the contract is wider than the screen and cut on both sides; after Finish a white screen with a spinner for 10+ seconds.

Swipe for more screens →

Before opening the documents
Contract on a phone (carrier address blurred)
Contract on a phone (carrier address blurred)
Signed, ready to Finish
Signed, ready to Finish
Right after Finish
Right after Finish
STEP 7

Done

Required
  • Nothing, registration is complete
Can wait / optional
  • Add next to missing documents (opens the cabinet)
  • Message us (company WhatsApp or phone)
  • Go to cabinet
What changed
  • New screen: request number, ticks for what is uploaded, a list of what to add
  • “We will contact you within N business days”, and Message us if the company set a phone or WhatsApp

Swipe for more screens →

Done screen with Message us (contact set for the demo shot)
Done screen with Message us (contact set for the demo shot)
Driver cabinet after Go to cabinet or Add
Driver cabinet after Go to cabinet or Add

HR: what the cabinet shows

Requests list: #201 finished (Doc 1/2), #200 stopped after the code (Doc 0/2)
Requests list: #201 finished (Doc 1/2), #200 stopped after the code (Doc 0/2)

The request appears right after the code. The Doc column shows who got to the end: 1/2 finished, 0/2 stopped early. Both show New until HR opens the request, then In Progress.

Request card: company, EIN, type and address from the W‑9
Request card: company, EIN, type and address from the W‑9
FW9, contract and lease come signed
FW9, contract and lease come signed

The driver and the truck with VIN are created; units 0, HR builds the unit.

Gap: the dashboard says “Ready for approval: 0” even for a complete, signed request. Only the Doc column tells a finished registration from an abandoned one.

If a driver stops halfway

How HRP-1230 works. Only for requests created after reminders are turned on for the company; old abandoned requests are left alone.

  1. Right after the email code. The request is already in the HR list: name, email, phone. Status New, Doc 0 of 2.
  2. 24 hours with no changes. The driver gets “Finish your registration with <company>”: what is still missing (required documents, the truck) and a “Continue registration” button. Any change before that restarts the clock.
  3. 72 hours with no changes. A second email. Never a third.
  4. The driver changes anything after the first email, or the request is approved or rejected: reminders stop.
The reminder email (from the code template)
The reminder email (from the code template)
HR can snooze for 7, 14 or 30 days or pause: Messaging → Reminder
HR can snooze for 7, 14 or 30 days or pause: Messaging → Reminder
  • Emails go through the company’s Resend, from its sender. A company without Resend sends nothing. A failed email is not retried.
  • SMS only if turned on and the company has its own Twilio number. Off by default.
  • 24 and 72 hours are set per company; the email text is the same for everyone.

Company settings

Profile → Notifications → Driver registration. Each company has its own, no release needed.

Required documents, contact days, phone and WhatsApp, photo autofill
Required documents, contact days, phone and WhatsApp, photo autofill
Reminders: on or off, 24 and 72 hours, email and SMS
Reminders: on or off, 24 and 72 hours, email and SMS

Fix before release

  • City and state from the W‑9; business type not picked up (HRP-1231)
  • Contract wider than a phone screen, cut on both sides
  • White screen for 10+ seconds after Finish
  • Document tiles: internal number instead of the file name, Required label after upload
  • After “Skip for now”: a “fill in all required fields” message and truck documents still asked
  • Add on the Done screen opens the cabinet instead of the upload for that document
  • Dashboard “Ready for approval” does not count finished registrations
  • Temporary Russian “W‑9 test controls” panel in the demo request card must not reach production