Driver's Pay Settlement
How to access the payroll system, review driver loads, and adjust payment details before processing the settlements.
Accessing the Payroll System and Reviewing Payment Details
What You'll Learn:
- How to access the Accounting section.
- How to select the pay period and review driver loads.
- How to adjust payment details (pay rates, reimbursements, etc.).
Steps:
1. Access the Payroll System
- Log into HubSpot and go to the Accounting section.
- If the menu is collapsed, click the arrow to expand it.
2. Review Loads in Driver Planning
- Select the relevant pay period (e.g., 30th to 6th).
- Review the driver loads scheduled during this period.
3. Adjust Payment Details
- If you want to calculate the deadhead miles, checkmark the box
- Click on each load and verify the information
- Click to open the load and go to the Billing tab.
- Review and adjust payment details, including per-mile rates and reimbursements.
Finalizing Settlements, Emailing Payment Details, and Managing Errors
What You'll Learn:
- How to process payments and finalize settlements.
- How to email payment breakdowns to drivers.
- How to correct errors and re-submit settlements if needed.
Steps:
4. Process Driver Payment
- After reviewing and adjusting the payment details, select the loads to pay.
- Click End Trip to move the selected loads to the Driver Pay Settlement section.
5. Finalize the Settlement
- In Driver Pay Settlement, verify the total payment amount.
- Click Approve to finalize the driver’s settlement.
6. Email Payment Details
- After approval, click the Invoice button to email the payment breakdown to the driver.
- The email will include the total amount, taxes (if applicable), and any other relevant details.
7. Correcting Errors and Re-Submitting Settlements
- If a mistake is made, delete the incorrect settlement.
- Adjust the pay details and reprocess the settlement by returning to Driver Planning and selecting the correct loads.
