Crew Defaults
Introduction
The Crew Defaults is a configuration document in ERPNext Vehicle Tracking that defines mandatory KYC documents and allowances for different types of employees – full-time and temporary crew members. It streamlines validation and ensures compliance during employee record maintenance.
Purpose
It helps to set default compliance requirements and documents for crew members to be tracked during employee creation and validation.
Key Features
- Define mandatory KYC documents for full-time and temporary employees.
- Configure maximum allowed trips for temporary employees.
- Track KYC document checklists to facilitate automated verification.
How to Use
- This is a single (singleton) document usually edited by System Manager.
- Set maximum allowed trips for temporary employees using the "Allow Maximum Trips" field.
- Select required KYC documents for permanent employees under "Emp KYC Documents".
- Select additional KYC documents for temporary employees under "Temp KYC Documents".
- Save the document to apply defaults system-wide.
Relation to Employee Validation
During employee validation, the system uses these defaults to check whether all required KYC documents are submitted based on employment type. Failure to submit mandatory documents will set employee status to Inactive.
Important Fields
| Field | Description | Required |
|---|---|---|
| Allow Maximum Trips | Maximum number of trips allowed for temporary employees | No |
| Emp KYC Documents | List of KYC documents mandatory for permanent employees | No |
| Temp KYC Documents | List of KYC documents for temporary employees | No |
Tips
- Regularly review and update KYC document lists to comply with regulations.
- Ensure temporary employee max trips align with operational policies.
- Coordinate with HR and compliance teams to maintain accuracy.