If you're still using Legacy Driver Pay Management in AscendTMS, we've got some good news! 🎉

Our current Driver Pay Management module offers a more flexible and efficient way to manage driver payroll, with features like bulk approvals, automated workflows, scheduled payments and deductions, and improved payroll management tools.

And the best part? Making the switch is easier than you might think!

In this guide, we'll walk you through the migration process step by step, including what happens to your existing payroll records, how to migrate scheduled pay items and deductions, and what to expect when you're ready to make the switch.

Not sure which version you're currently using?

Navigate to Accounting → Driver Pay Mgt and take a look at your screen.

If it resembles the screenshot below, you're still using Legacy Driver Pay Management.

If you're already using the current Driver Pay Management module, there's nothing you need to migrate!

The current Driver Pay Management module gives you more control over your payroll workflow, with several improvements over the legacy version:

Don't worry, we're not leaving your payroll history behind!

When you migrate to the current Driver Pay Management module, AscendTMS automatically carries over your previously Paid Driver Pay Items and applied deductions, organizing them into the appropriate payroll periods based on the dates they were marked Paid.
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Your existing Load Pay Items are also migrated automatically.
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You'll have the opportunity to review your Scheduled Pay Items and Scheduled Deductions during migration and decide which ones you'd like to continue using.

This means you can preserve your payroll history while bringing your active pay and deduction schedules into the current Driver Pay Management module.

Legacy Driver Pay Management isn't going away. You can continue using the legacy module until you're comfortable making the switch.
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However, once you click Finalize migration and start using Driver Pay 2.0, the migration is complete, and you'll no longer have access to the Legacy Driver Pay Management workflow.
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The good news? You don't have to finish everything in one sitting! You can leave the migration process before finalizing and return later to pick up where you left off.

And remember, if you'd like a hand with the process, the AscendTMS Gurus are here to help! 😎

There are two ways to access the migration tool in AscendTMS.

If you're currently using Legacy Driver Pay Management, you may have noticed a migration message displayed on your Driver Pay Management screen.

Simply follow the instructions in that message to access the migration tool.

You can also access the migration tool directly by navigating to:

Settings → Edit Driver Pay Settings

Either option will take you to the Driver Pay Management migration process, where you'll begin by configuring your company's payroll schedule.

Before migrating your existing pay items and deductions, you'll need to establish your company's payroll schedule.

Start by selecting:

For example, if your company pays drivers weekly and each payroll period begins on Monday, select Weekly as your frequency and Monday as your start day.

Once you've made your selections, AscendTMS will display a preview of your upcoming payroll periods.

Take a moment to review the dates and make sure they align with your company's actual payroll schedule.

If something doesn't look right, simply adjust your selections before proceeding.

With your payroll periods configured, it's time to review your existing Driver Pay Items and deductions.

Good news! AscendTMS has already taken care of migrating your Load Pay Items, so there's no need to recreate those manually.

On the migration screen, you'll see a list of your drivers, along with a Migration Status column indicating which items have already been migrated and which still need your attention.

Click the + icon next to a driver's name to expand their details.

Here, you can review their existing:

For any scheduled item that hasn't been migrated, you'll have two options:

If you'd like to keep an existing scheduled pay item or deduction, select Migrate next to that item.

A form will appear on the right side of your screen, with most of the existing information already filled in for you.

Simply review the details, make any necessary adjustments, and click the appropriate Save button at the bottom of the form.

For example, when migrating a scheduled deduction, click Save Deduction.

Once saved, the Item Migration Status column will display Migrated Successfully, confirming that the item has been migrated.

Need to make a change? You can still view or edit the migrated item if necessary.

No problem!

If you come across an outdated scheduled pay item or deduction that you no longer use, simply select Do Not Migrate.

This tells AscendTMS you've reviewed the item and intentionally chosen not to carry it over.

Continue reviewing your drivers' scheduled pay items and deductions until each outstanding item has been addressed.

Whether you've selected Migrate or Do Not Migrate, the goal is to have no outstanding migration tasks remaining.

And that's it! Your existing Driver Pay Items have been accounted for, your scheduled items have been reviewed, and you're one step away from completing the migration.

You've configured your payroll periods, reviewed your existing pay items and deductions, and completed your migration tasks.

You're officially ready to make the switch! 😎

Once all migration tasks have been completed, click the Finalize migration and start using Driver Pay 2.0 button.

After clicking the Finalize button, AscendTMS will begin completing your migration.

This process may take a couple of minutes, so sit tight while everything gets moved over.

Once completed, you'll see a confirmation screen with two options for getting started.

Now that your migration is complete, you can choose how you'd like to proceed.

Select Click here to set up user permissions for Driver Pay 2.0.

We highly recommend reviewing your Driver Pay permissions so you can control who has access to approving pay items, processing payroll, and managing payroll periods.

Need a hand? Our How to Set Up Driver Pay Management Help Guide walks you through configuring these permissions.

Select Click here to view/edit your Driver Pay 2.0 settings.

This takes you to your Driver Pay Management settings, where you can review your configuration and make any necessary adjustments before processing payroll.

For a complete walkthrough of your available settings, check out our How to Set Up Driver Pay Management Help Guide.

Once you've reviewed your settings and permissions, you're ready to start using Driver Pay Management!

Our How to Use Driver Pay Management Help Guide will walk you through approving Driver Pay Items, processing payroll, and generating and emailing Driver Settlement Sheets.

And just like that, you've officially made the move from Legacy Driver Pay Management! 🎉

Nope! Legacy Driver Pay Management isn't going away. However, we recommend migrating to the current Driver Pay Management module to take advantage of its additional features, automation capabilities, and improved payroll tools.

Absolutely not! AscendTMS automatically migrates your previously Paid Driver Pay Items and applied deductions, organizing them into the appropriate payroll periods based on the dates they were marked Paid.

Not all of them! Your existing Load Pay Items are migrated automatically.

You'll have the opportunity to review your Scheduled Pay Items and Scheduled Deductions, then choose which ones you'd like to migrate.

Selecting Do Not Migrate tells AscendTMS that you don't want to carry that scheduled pay item or deduction into the current module.

The item will be considered reviewed, and that migration task will be marked complete.

You sure can! As long as you haven't clicked the Finalize Migration button, you can exit the process and return later to pick up where you left off.

No. Once you've finalized your migration, the Legacy Driver Pay Management workflow will no longer be available to you.

We recommend reviewing your migrated items and payroll settings before completing this final step.

We highly recommend it!

Driver Pay Management includes permissions that control who can approve pay items, mark items as Paid, open or close payroll periods, and perform other payroll functions.

Check out our How to Set Up Driver Pay Management Help Guide for instructions.

We've got you covered! 😎

Our How to Use Driver Pay Management Help Guide walks you through approving Driver Pay Items, processing payroll, and generating and emailing Driver Settlement Sheets.

And that's a wrap! You've successfully migrated your Driver Pay Management, brought your payroll history along for the ride, and unlocked a whole lot more flexibility for managing driver payroll.

Less clicking, more automation, and more control over your payroll process. What's not to love? 😎

Now go put those new tools to work. You've got drivers to pay and freight to move! 🚛💨