Drivers and compliance · Free Excel template

Driver Onboarding & Compliance Pack

A driver onboarding checklist and compliance register in one Excel workbook. Record each driver once, tick off pre-hire documents and induction topics with dates, log training, and see which licenses, driver cards, medicals and residence permits expire soon, plus your national driver ratio against your own target.

Free: enter your name, email and job title and we send you the file. Works in Excel, Microsoft 365, Google Sheets and LibreOffice Calc.
  • 7 sheets, no macros
  • Expiry alerts by document
  • Onboarding % per driver
safee-driver-onboarding-compliance-pack-en.xlsx
DriverLicense expiryCard / permitMedical dueResidence / IDOverall
Ahmed Al-Harbi2029-03-142026-11-052028-09-102030-01-10Renew soon
Imran Khan2027-08-302027-06-152028-09-282026-10-25Action now
Ravi Kumar2026-09-30Missing2026-02-012027-03-01Action now
Faisal Al-Qahtani2031-05-02Not required2027-04-202032-06-30OK
Example drivers, status as of 13 October 2026 with a 30-day reminder window.
What's inside

What's in the driver onboarding and compliance pack?

Drivers are entered once on the register. The checklist, training log, nationalization tracker and dashboard look them up by Driver ID.

  1. 01

    How to use

    Setup steps, what each induction topic should cover, the status rules and the official bodies to check with.

  2. 02

    Settings

    Company, country (KSA, UAE or Oman), currency, as-of date, reminder window, medical validity, onboarding days, pass mark and your national driver target.

  3. 03

    Driver register

    One row per driver: license class and expiry, professional driver card or permit, medical, police clearance, residence or ID, with a status for each and an overall status.

  4. 04

    Onboarding checklist

    Eight pre-hire documents, seven induction topics and two sign-offs, each with a date. Percent complete and an overdue flag against the target date.

  5. 05

    Training log

    Course, date, provider, score, pass or fail, expiry and cost. Older records turn Renewed when the driver repeats the course.

  6. 06

    Nationalization

    National and expatriate active drivers, the ratio against your target, and how many nationals you need, overall and by license class.

  7. 07

    Dashboard

    Drivers needing action, documents expiring within the window, overdue and missing, incomplete onboarding and the national ratio.

What should a driver onboarding checklist include?

A driver onboarding checklist covers two things: the documents you check before the driver starts, and the induction you give before the first trip. Pre-hire documents usually include the driving license for the right vehicle class, a professional driver card or permit where the activity needs one, ID or residence, a medical fitness certificate, police clearance, the traffic record and a road test. Induction covers your driver policy, vehicle checks, defensive driving, local conditions, fatigue, incident reporting and how telematics is used.

Onboarding is only the start. The same documents expire, so this driver onboarding and compliance template keeps one register for the whole time the driver works for you and flags each date before it lapses.

Which driver documents to track in Saudi Arabia, the UAE and Oman

Rules depend on the country, the emirate, the transport activity and the vehicle. The table lists what official sources show as of October 2026. Verify current requirements with the authority before you rely on them.

DocumentAuthorityWhere it sits in the template
Driving licenseKSA: General Department of Traffic (Muroor). UAE: the emirate's licensing authority. Oman: Royal Oman PoliceDriver register: class, expiry and status
Professional driver cardKSA: Transport General Authority (TGA)Card / permit columns, with a required yes or no
Driver permitDubai: RTA. Abu Dhabi: Integrated Transport Centre (ITC)Same card / permit columns
Medical fitness, police clearance, residenceYour policy, client contract or the issuing authorityMedical, clearance and residence columns

Saudi Arabia. In April 2026 the TGA board amended the compliance timeline for several land transport activities, including heavy goods transport and specialized transport, as published in Umm Al-Qura. Under these decisions, passing a professional competence test becomes a condition for the professional driver card. For a driver with a valid card, the requirement starts when that card expires, once the TGA launches the related professional qualification program. For a driver with no card or an expired card, it starts when the program launches. The decisions set no calendar date, so the template lets you log the competence test as a course on the Training log.

UAE. In Dubai, the RTA issues digital permits to passenger transport drivers such as taxi, limousine, school bus and bus drivers, applied for by the employing company. In Abu Dhabi, companies apply for freight vehicle and passenger bus driver permits through the ITC Asateel platform.

Oman. The Royal Oman Police license renewal service requires an eye test at an approved center and no outstanding fines, and heavy and equipment licenses also need professional compliance. In October 2026 the Oman Observer reported that the ROP formed a committee to review heavy vehicle licensing requirements, so check for changes.

How to use the driver onboarding template

  1. Set up Settings: country, currency, reminder window, medical validity, onboarding days, pass mark and your national driver target.
  2. Enter every driver once on Driver register with a unique Driver ID, then type the expiry dates.
  3. Add each new driver to Onboarding checklist and type the date as each document and induction topic is done, or N/A.
  4. Log every course on Training log with the score and expiry date.
  5. Review the Dashboard weekly and renew anything Expiring before it becomes Overdue.

How are expiry status and onboarding progress calculated?

Days left = expiry date − as-of date Status = Missing if no date, Overdue if days left < 0, Expiring if days left ≤ reminder window, otherwise Valid Medical due = medical fitness date + validity months (Settings) Onboarding % = items with a date ÷ (17 items − items marked N/A)

Worked example as of 13 October 2026 with a 30-day window: Ahmed's professional driver card expires on 5 November 2026, 23 days away, so it shows Expiring. Ravi's medical was on 1 February 2024; with a 24-month validity it was due on 1 February 2026 and is 254 days overdue. Ahmed has 15 of 17 onboarding items dated, so he is 88% complete. The overall status takes the most urgent result: Action now, then Incomplete, then Renew soon, then OK.

What to cover in driver induction training

  • Driver policy: vehicle use, fuel cards, phones, seat belts, fines, and the driver's signature.
  • Vehicle inspection: the daily pre-trip check and how to report a defect.
  • Defensive driving: following distance, speed, heavy-vehicle blind spots and reversing.
  • Heat, sandstorm and Ramadan driving: water and rest, low visibility, fatigue while fasting and the pre-iftar rush.
  • Fatigue and driving hours: the limits for your activity and the right to stop when tired.
  • Incident reporting: what to do at the scene, who to call and when to report.
  • Telematics and speed alerts: what the device records, which alerts fire and how coaching follows.

How to track the national driver ratio for Saudization, Emiratisation and Omanisation

Nitaqat in Saudi Arabia, Emiratisation in the UAE and Omanisation in Oman each have their own rules, bands and counting methods. The template does not reproduce them. It counts active national and expatriate drivers and compares the ratio with a target you type, so you can plan hiring.

National ratio = national drivers ÷ active drivers Nationals needed (replacement) = round up(target × active − nationals) National hires needed (growth) = round up((target × active − nationals) ÷ (1 − target))

With 4 active drivers, 2 of them nationals, and an example target of 60%, the ratio is 50%. You would need 1 more national driver in place of an expatriate, or 1 additional national hire if you grow the team.

Common driver compliance mistakes

  • Checking documents at hiring and never again: most problems appear at renewal.
  • Leaving a date blank instead of N/A, which hides whether the document is missing or not needed.
  • Treating the medical validity or onboarding days in Settings as legal limits. They are your company defaults.
  • Reusing a Driver ID, which breaks the lookups. The register blocks duplicates.
  • Counting drivers who have left. Set Employment to Left so they drop out of the counts.

Limits of a spreadsheet compliance pack

The workbook only knows the dates you type. It does not check documents against government systems or send reminders, and the national ratio counts drivers only, not your whole workforce under the official program. Requirements change, so verify current rules with the TGA, Muroor, RTA, ITC or the Royal Oman Police. This template is a tracking aid, not legal advice.

Related Safee solution

Track driver behavior after onboarding

Driver Management is one of Safee's essential modules, alongside Fleet Reporting with more than 70 report templates, including reports by driver and period, and Alarms and Alerts with more than 50 alarm types for following up on driver behavior.

  • Driver Management among the essential modules.
  • Reports by driver and period in Fleet Reporting.
  • 50+ alarm types to follow up on driver behavior.
  • Speed alerts to back up the telematics induction.
Questions

Driver onboarding and compliance questions, answered

Want driver behavior data next to your driver records? Talk to Safee.

What documents does a new driver need in Saudi Arabia?

At least a valid driving license for the vehicle class, ID or iqama, and a professional driver card from the TGA where the transport activity requires one. Many companies add a medical certificate, police clearance and a road test. Check current rules with the TGA and Muroor.

Do drivers need a competence test for the TGA professional driver card?

TGA board decisions of April 2026 make passing a professional competence test a condition for the card in several activities. For current card holders it applies when the card expires, after the TGA launches the related qualification program. Verify the date for your activity with the TGA.

How long should driver onboarding take?

The template uses 30 days from the hire date as a default target. Set your own figure on Settings; the checklist flags drivers who pass the target date with items still open.

How is the onboarding percentage calculated?

Items with a date divided by the 17 checklist items, less any marked N/A. A driver with 15 of 17 items dated is 88% complete.

Does the nationalization sheet show my official Nitaqat band?

No. It counts drivers only and compares their national ratio with a target you type. Official programs use their own rules, so check your band or ratio on the government platform.

Does the template work in Google Sheets?

Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets. It also works in Excel and LibreOffice Calc, with no macros.

Next step

Keep drivers compliant after day one

Bring your driver list. We will show you how Safee reports and alerts follow driver behavior once drivers are on the road.

Related tools and templates

Hire, brief and keep drivers on record

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