How to Review Your Employees' Compliance Status

Would you like to Approve/Reject a team member submission on your end? Reviewing employee documents has just become a whole lot simpler. Reviewers and Root Admins now have the power to expedite the process for drivers by inputting crucial information on their behalf and effortlessly navigating the review process.

Follow the steps below to learn how to review your employees' compliance status:

Step 1: Log in to your account on the Team Dashboard and click on 'Compliance' from the left sidebar menu. 

Step 2: At the top of the screen, you'll see a summary of all employees' submissions and their status. 

2a. Use the search bar to find a specific team member by name, email, or ID.

2b. Alternatively, keep scrolling to get a quick overview of your employees and their current compliance statuses.

You can also find a helpful tutorial on how to view your employee's compliance history here. 

Step 3: Click on the employee's name to access specific details.

Step 4: You'll be redirected to the employee's compliance page. Click 'Start Review' at the top right.

Step 5: You'll notice you can easily switch between the Driver's license & Insurance verification document upload sections. 

Step 6: Click on 'View' to review the driver's attached license and/or insurance policy. You'll "Approve/Reject" the Driver's license & Insurance verification fields at the top after filling out the relevant information below. 

*Documents will pop up on new browser windows, keep them open so you can fill out the needed information.  

Step 7: You'll see the first section, 'Driver's License', after scrolling down. Input the following details: 

• Driver's first and last name (we suggest you add the initial of the driver's second name).
• Driver's mobile number. 
• Driver's License expiration date: Select 'Approve' or 'Reject', and provide a reason for rejecting if it applies.

Step 8: Next, scroll down and input the following details under the 'Insurance Declaration', section:

• State 
• Zip Code 
• Insurance declaration:
  • Expiration date: Fill out the insurance expiration date, then select 'Approve' or 'Reject', and provide a reason for rejecting if it applies. 
  • Look for the company insurance requirements on the policy (e.g. BI per person & accident, Property damage, deductibles, etc.) and fill them out. Then Approve or Reject accordingly (if rejected, provide rejection reasons from the toggle list). 

Step 9: After you've filled out the information, click on 'Approve' or 'Reject' on the Driver's License & Insurance verification document upload sections at the top. 

*On these sections at the top you can find other rejection reasons for Driver's license & Insurance documents: 

Step 10: Next, under the 'Vehicle Compliance' section enter the VIN which is found on the member's insurance declaration page, and click 'Check VIN' which will auto-fill the Vehicle results box. 

Step 11: When a VIN is found, the following fields will be automatically populated:

• Enrolled Vin: Select 'Approve' or 'Reject', and provide a reason for rejecting
• MSRP
• Vehicle model year 
• Vehicle make
• Vehicle model 

These fields are automatically Approved/Rejected according to the program vehicle age & MSRP requirements

*If VIN is not found, please do a quick Google search with the VIN to find out the vehicle's age & MSRP, then manually input your findings. 

Step 12: Once you are finished click 'Submit review'. 

Our Compliance system will automatically Approve/Reject your member's compliance items. That's it! You've just reviewed your driver! To move on to the next driver, click the arrows at the top of the screen and click 'Start review'. 

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.