Payroll - Payroll Walkthrough

1. To manage and process your settlements in Payroll, first navigate to the menu on the left-hand side and select Payroll.

2. In Payroll page you get to see your Top earners, Payroll analytics, Upcoming, Ready, Processed, Disputed and Paid Settlements. 

3. The crucial step on the Payroll page is setting your pay period accurately. To achieve this, select the wheel icon,
which will redirect you to Company Settings > Payroll > Pay Period, where you can choose the correct pay period.

4.Additionally, on the Payroll page, there are five tabs that allow you to view your settlements, process them, revert actions, and more.

• Upcoming > Display the settlements within the current pay period.
• Ready > Displays the settlements prepared for processing.
• Processed > Displays settlements that have been completed.
• Disputed > Displays settlements that have been contested by drivers.
• Paid > Displays settlements marked as 'Paid'.
  

5. To process your settlement, please navigate to the "Ready" tab and select the entire row corresponding to the settlement ID you intend to process.

6. After selecting an entire row, you will be directed to the settlement view screen. Here, you can review all completed shipments in case it's a drivers settlement, modify driver pay, or adjust empty and loaded miles provided the shipment has not been invoiced. Additionally, you can apply or eliminate certain additions, deductions, taxes, and benefits (on wheel icon you can customize each of these).

7. Once the settlement is processed, you have the option to mark one or several payrolls as paid. Additionally, you can revert and edit using the three dots, Send ACH payments, or even print checks.

8. If a driver disputes settlements, clicking on the entire row in the Disputed tab will reveal the reason for the dispute. Here, you can take action to either reprocess or accept and decline the "reported" part of the payroll.

Note: To manage dispute options, navigate to Company Settings > Payroll.