Driver settlement

Each trip has a Settlement tab: one line per driver, co-driver and crew member, with how they are paid on this trip. When the trip is done you send it — employees' pay goes to payroll, an owner-operator's total is owed on their carrier record — and the trip is Settled.

Before you start

• You need Can see trip profit and settlements. Without it the tab isn't shown.
• The people must be on the trip's Crew & Equipment tab.
• Sending employees' pay also needs the Edit payroll permission.
• Your company's per diem is set under Trips › Trailers & settings, Per diem, per person per day.

Fill in the settlement

1. 1Open the trip and the Settlement tab. The top shows the trip's Linehaul, Miles and Trip days, and Per diem a day — leave it empty to use your company's amount, or type this trip's own.
2. 2For each person choose Paid as: Employee (payroll), or Owner-operator (payable) and then the Carrier/agent record they are paid through.
3. 3Choose the Pay method and type the Rate: - % of linehaul — the rate is a percent of the trip's linehaul (the starting choice) - Per mile — times the trip's miles - Flat per trip - Per day — times the trip days - Hourly — type the Hours too
4. 4Set the Per diem days.
5. 5Add a Deduction with a name and an amount if something comes off.
6. 6Press Save.

Advances fill in by themselves from the trip's Expenses tab: a Driver advance line given to that person comes off their total. Each person's total is pay + per diem − advances − deductions.

Each person's pay method and rate are remembered for their next trip.

Send it

1. 1Complete the trip first (every pickup and delivery done).
2. 2Press Send to payroll & settle and confirm.
3. 3MoveBoard tells you how many lines went to payroll and how many payables were made, and the trip becomes Settled.

Employees' pay lands in payroll on the trip's completion day. An owner-operator's total goes on their folio as Trip settlement (we owe) — see Carriers and agents.

Settlement sheet opens a printable page per person — how the pay was worked out, the per diem, advances and deductions taken off, and the total — for the driver or owner-operator to sign.

If something goes wrong

• There is nobody to settle: assign the drivers and crew on Crew & Equipment.
• Set the pay rate for … / Type the hours for … / A deduction for … needs a name and an amount.
• … is not an employee in MoveBoard: settle as an owner-operator.
• Pick the carrier/agent record that … is paid through.
• Save the settlement first.
• Complete the trip first: the settlement is sent once every stop is done.
• Sending pay to payroll needs the Edit payroll permission.
• The trip is settled: its settlement can't be changed.
• Part of the settlement is already sent to payroll or the payable: change it there, then send the rest.