Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
maxLevel3

...

Setting up an override pay chart on the customer level will allow you to pay the driver based off a different rate then what you are charging the customer.

  1. Enable driver pay charts.

  2. Set up a new rate chart group for Base Rates, to be used for calculating driver pay.  Add Item and Surcharge charts with applicable values for the pay style needed.  Driver pay charts are rate charts that have been assigned to a Human Resource or Customer, to be used to calculate pay values instead of customer rate values. See Base Rate Charts - New / Edit Base Rate Chart

  3. Go to Maintenance > Customer.

  4. Find and double-click on the customer you want to set up with override pay charts.

  5. Go to the Accounting tab.

  6. In the "Override Pay Charts" section 

    1. Use the down arrow to select the type of chart. Select from "Base", "Item", or "Surcharge".

    2. Enter the chart ID. Once you have entered a value into the override pay chart field, there will be a checkmark next to the field name to indicate a value has been entered.

...

  1. Image Added
  2. Optional. Set the Driver Override % to 100 to ensure that HR Commission Percentage is not considered.

Human Resource Specific Driver Pay Charts

...

You wanted to pay a driver a flat rate amount for each job they run, you would set up a flat rate base rate chart to use as the override pay chart on the Human Resource form.  This would allow you to charge the customer based off of a zone rate, or mileage amount, but pay the driver a flat rate, or another zone to zone, or mileage rate.

  1. Enable driver pay charts.

  2. Set up a new rate chart group for Base Rates, to be used for calculating driver pay.  Add Item and Surcharge charts with applicable values for the pay style needed.  Driver pay charts are rate charts that have been assigned to a Human Resource or Customer, to be used to calculate pay values instead of customer rate values. See Base Rate Charts - New / Edit Base Rate Chart

  3. Go to Maintenance > Human Resources

  4. Find and double-click on the human resource record for the driver you want to set up with override pay charts.

  5. Go to the Advanced tab.  

  6. Set up the "Pay" section

    1. Use the down arrow to select the type of chart. Select from "Pay Chart", "Item Pay Chart", or "Surcharge Pay".

    2. Enter the chart ID. Once you have entered a value, there will be a checkmark next to the field name to indicate a value has been entered.

    3. For the override pay charts to work properly and rate solely based on the pay chart values, a chart ID must be entered into all three of the available fields ("Pay Chart", "Item Pay Chart", and "Surcharge Pay").

      Example

      If an override pay chart has chart IDs for the "Pay Chart" and "Item Pay Chart", but "Surcharge Chart" is left blank, the driver pay % amount from the customer record will be used in calculating the driver pay for all three fields. If there are chart ID values in all three fields, the driver pay will be based solely on what is listed in the driver pay charts.

...


Page Properties
hiddentrue

CXTU Courses/Lessons

  • Accounting Role Training: Driver Pay

  • Orders Course: Order Driver Pay