Incentive Shift is where you log and monitor the Driver's workday/shift. Sometimes can be called a driver log or work ticket. You can find the Incentive Shift under Transport Menu > Operations > Incentive Shifts. Your Base Company will need to be a Transporter Type to ensure this system is activated.  


It can store the following data:

  • Driver - the driver associated to the shift.
  • Vehicle - the vehicle associated to the shift.
  • Start - the start time of the shift.
  • End - the end time of the shift.  This value is being used for searching the shift "Completed Date Range"
  • Breaks - (Work in progress) 
  • Remarks - Any remarks that you'll like to put. 
  • Incentives/costings for driver - All the Incentives associated with this Shift. 


Create

You can create a Shift in 2 places:- 

  1. the Driver app,
  2. in the Transport Menu > Operations > Incentive Shifts.  


The preferred method is to use the Driver app then have operations approve the system. Operations can also create a shift with the + button on the top right next to the export button. 





Limitations: If there is an exisiting open or close shift within range, exisiting open shift will take priority and will used followed by closed shift if no open shift. if none, brand new open shift will be created.


How auto shift creation works?


Step 1: Finding the Right Day ?️

When a driver finishes a delivery, the system looks at when the delivery ended(End out). It then searches for shifts on that same day - from midnight (00:00) to the end of the day (23:59). Example: If a delivery ended on December 15th at 3:00 PM, the system looks for shifts from December 15th 00:00 to 23:59


Step 2: Looking for Active Shifts ?

The system searches for shifts that match these criteria:

1. The shift belongs to this driver (not someone else)

2. The shift is either Open or Closed.

3. The shift started on the same day as when the delivery ended


Step 3: Choosing the Right Shift ?

* First choice: If the driver has an Open shift (meaning they're still working), the system uses that one

* Second choice: If there's no open shift, it looks at any closed shifts that fall within time range.


Step 4: Creating a New Shift (If no open or closed shift within range) 

The system automatically creates a new shift for them:

* Starts at the time the delivery began

* Marks it with a note: "Opened by system for incentive computation"

* Links it to the driver and their vehicle


Incentive

Inside a shift, you can create an incentive. An incentive is what is should be paid to a driver during their shift. Every Incentive belongs to one shift. An incentive could be fees or commission/incentives. More on the types of incentive can be found in the Manage > Incentive Types Section.



Statuses

Shifts have the following statuses. 

  • OPEN - when the driver starts/creates a new shift. The start date cannot be set in the future.
  • CLOSED - when the driver completes the shift and puts and end date. The end date cannot be set in the future.
  • APPROVED - with the correct permission, the user can approve the shift. It is good for operations approval.
  • APPROVEDFINANCE - with the correct permission, the user can approve the shift. It is good for any finance user to approve/revalidate the shift. 
  • CANCELLED - any shift that was wrongly created can be cancelled. 


There are two levels of approvals for this. The Finance Approval is purely on an optional basis. If your company does not feel the need to have two approvals, you can not approve it and run your reports/searches based on the APPROVED or even CLOSED (not recommended) status.  


Bulk Approvals

The users may select approve the items in bulk. All they need to do is check the Shifts they want to approve, and click APPROVE selected Shift (check with circle), or APPROVEFINANCE (check in box with circle). 


Export

You may export the shift data in the following groupings and format. First you have to filter the shifts you would like to query.  Then click on the export button on the top right of the results. You may download any of the the following in XLSX or CSV format. For all the items below, there will be one column per Incentive Category (incentive/expense).

  • Incentives - this is the raw export of ALL incentives and the incentive details. It will have some details about the Shifts. (One line per incentive). 
  • Shifts - this will group all the Shifts together and sum all the incentives.  There will be one line per shift.
  • Incentive Category - this will sum ALL categories into one line per category. 
  • Incentive Type - this will group by incentive types, (one incentive type per line).
  • Driver - this will group by driver, (one driver per line). 
  • Driver, Incentive Type - this will group by driver/incentive type.  One line per driver & incentive type combination.