The Dispatcher Pay v2 represents a significant upgrade aimed at enhancing the functionality, flexibility, and overall user experience in managing dispatcher commissions and payments. This release incorporates new features and improvements that simplify the processing of paystubs, allowing users to edit and revert paystubs more efficiently.
Dispatcher Unassigned Tab
When the "Dispatcher Unassigned" tab is selected, the “Unassigned Dispatchers” table will display trips without a dispatcher assigned with one of the following statuses: TONU, Delivered, Released, Queued, Invoiced, Financed, Completed. The main functionality of this tab is to allow users to select one or more trips and assign a dispatcher, facilitating later the generation of commission statements.
To assign a dispatcher to an unassigned trip, select one or more trips using the checkboxes.
Click the "Assign Dispatcher" button, then select the Dispatcher from the dropdown menu and click the "Save" button.
A success message will be shown, and the trip(s) will be assigned to the dispatcher.
Global Statement Date
The global statement date field is used to set a single statement date that applies to all dispatchers, reducing the need for individual date adjustments. Once this date is set, it will be shown on all driver statements unless a local statement date is set for that driver.
Tooltips are provided throughout the page to guide users on the significance of the fields. eg.
Cut off Date
The Cut Off Date field enables users to filter the trips displayed in the unassigned dispatchers table based on the delivery dates of the trips, creating a more focused view. When this field is set, only trips with a delivery date before or on the cut-off date are displayed.
Filter Dispatchers
The Filter Dispatchers field enables users to efficiently manage and navigate dispatchers, particularly in scenarios with a large number of dispatchers.
Individual Dispatcher Tab
The Dispatchers list is populated based on the following criteria; the user must be active, have the role of Dispatcher, and have payment details (trip and accessorial commission) set up.
In order to set up payment details, navigate to the dispatcher's profile, set the trip commission (the trip commission can be fixed per trip or a percentage of the trip value), and the accessorial commission (accessorial commission can only be a percentage). Select the accessorials that the dispatcher should be compensated for using the checkbox and click the "Save" button.
When a dispatcher is selected, the user is shown essential dispatcher information, including name, email, and payment details.
Local statement date
A local statement date field is also displayed on the individual dispatcher, allowing flexibility alongside the global statement date. When this date is set for a particular dispatcher, the statement generated will use this date over the global statement date.
New Status and Actions
The introduction of new status indicators enhances the user experience in managing paystubs. The statuses include:
Unpaid: The "unpaid" status is essentially the initial state before the user starts the process of creating a draft or a processed statement.
Draft: This statement is still in the editing phase, allowing flexibility for modifications. Users can edit, email, download, and revert a draft. To create a draft, select one or more trips and/or accessorials from a dispatcher, then click the "SAVE AS DRAFT" button. The draft can be downloaded immediately or later retrieved from the dispatcher's profile under the Statements tab.
Processed: This is a finalized statement ready for payment. Once processed, the user is not able to edit the paystub; however, they can revert to a draft statement. The following actions can be performed on a processed statement: revert, email, and download. A processed statement can be generated using trips and/or accessorials from a draft by clicking the “GENERATE STATEMENT button, or by selecting trips with unpaid status and generating the statement.
Paid: Indicates completed payment. This is done manually by the user from the dispatcher profile under the “Statements” tab. Select the dropdown for a processed statement and choose “Paid”. The user will be shown the “Change Paystub Status to Paid” dialog, fill in the fields, and select the “SAVE” button.
