Onboarding for automobile dealerships

Documents before the first drive

Use the self-onboarding link, in Hindi or Gujarati where that suits the joiner, to collect identity, address, bank and education details before joining. For anyone who will drive, the licence comes first: check the class and the expiry date, and do not hand over demo car keys until HR has verified it. Technicians upload ITI or diploma certificates, and experienced hires the relieving letter from their previous dealer.

• Driving licence with class and expiry date
• Aadhaar and PAN
• Bank proof for salary
• ITI or diploma certificate for technicians
• Relieving letter from the previous dealer
• Police verification for drivers and cash handlers

Manufacturer registration and IDs

Sales consultants and technicians are usually registered on the manufacturer's dealer and training portals, which gives them access to training, the dealer management system and incentive schemes. That registration happens outside the HR system, but HR should track that it is done in the first week, along with the uniform, ID card and locker. A consultant without a portal ID cannot book a vehicle and loses the first leads to a colleague.

Safety induction for the workshop

Before a new technician touches a vehicle, walk them through lift operation, jack stands, the paint booth, battery handling, fire extinguishers and the first aid box. For electric vehicles, nobody works on high-voltage systems until trained. Record the induction as a training program, so the first day's safety briefing is on file and the manufacturer's audit can see it without anyone hunting for a signed register.

The first month and probation

Pair each new consultant with a senior for the first two weeks: welcoming walk-ins, test drives, quotations and follow-up calls. Pair each technician with a senior at the same bay. Probation of three to six months ends with a rating from the team leader and a decision by HR. Hand over the appointment letter on the first day with the probation terms in it; the OSH Code makes one compulsory for every employee.

How to set it up in ZeniaHR

1. Set the onboarding document checklist by role, with the driving licence for anyone who drives and ITI certificates for technicians.
2. Send joiners the branded self-onboarding QR code or link, choosing Hindi, Gujarati or English, and verify licences before approving anyone.
3. Store police verification reports for drivers and cash handlers in the employee's documents, with the date of verification.
4. Enrol new workshop staff in the safety induction program in Learning on their first day.
5. In the work terms policy, give consultants, advisors and technicians a probation length for their employment type, require a manager review and turn on reminders.

Read more about onboarding in ZeniaHR.

Roles this applies to

Frequently asked questions