Steps to Build a Driver Settlement
Step 1: Generate Settlements
Navigate to Settlements
From the side navigation menu, click on Settlements
In the Settlements builder tab, select the date range you want to include
The system will look for trips with a scheduled delivery date within this time range, and any trips delivered within this period will be included in the driver’s settlement
If you want to build a settlement for a specific driver, you can select the driver from the filter options
Generate Settlements
Click on the Generate Settlements button to display a table of settlements that can be created for each driver
Step 2: Review and Edit Driver Settlements
Status Overview
By default, settlements that have not been reviewed or edited will have a status of Not Started
Review Driver Settlement
Click on the row of the driver whose settlement you want to work on
A list of trips the driver completed within the date range will appear
Review the base pay and any additional load pay for each trip
Scroll to the bottom to add any bonuses, deductions, and reimbursements as necessary
Save Draft
Once you have reviewed and verified the settlement details, click Save Draft
This saves the settlement in draft status, allowing you to leave and return to it later without losing your progress
Step 3: Finalize and Mark Settlements as Paid
Revisit Drafts
If you return to the settlements page later, any saved drafts will be listed, indicating that they have not yet been marked as paid
Mark as Paid
When you are ready to finalize a settlement, select the settlement from the table
A footer will appear with a button to Mark as Paid Settlement, once selected the settlement will move to the Paid Settlements tab
How to Edit a Paid Settlement
Access Paid Settlements
Go to the Paid Settlements tab within the settlements section
Edit a Settlement
Find the settlement you need to edit, click on the three dots menu, and select Edit
Make the necessary adjustments and click Save
Setting Default Pay Items to a Driver’s Settlement
Setting default pay items allows you to automate recurring bonuses, deductions, or reimbursements for a driver, ensuring they are consistently applied to each settlement without manual entry. For example, if you pay for insurance for your driver's truck and deduct that from their payroll, you can set this as a recurring deduction.
Set Period Default
Enter Recurring Items
Scroll to the bottom of a driver's settlement to the Bonuses, Deductions, and Reimbursements section
Add the details for the recurring item and check the box for Set as period default for this driver
Click Save
After you Mark settlement as paid , this default will reappear in future settlements for this driver
Set Trip-Level Defaults
Enter Trip-Level Defaults
Click into a trip within the driver's settlement
In the Other Trip Pay section, add the details for the recurring item and check the box for Set as trip default for this driver
Click Save
After you Mark settlement as paid , this default will reappear in future settlements for this driver