Team Setup - Mileage Drive Time and Commute
Team Setup - Mileage Drive Time and Commute
Enabling Mileage on a Team
To turn on the ability for a team to submit mileage here are the steps:
Permissions
Turn on the Mileage permission (PermissionID 86) for these roles:
- User
- Supervisor
- Account Team
tblMileageRate
Insert records into tblMileageRate for the team.
The column values needed:
- TeamID - TeamID of team we are setting up
- MileageRate - set to 0.00, this value is unused
- DriveTimeRate - set to 10.00, this value is unused
- IsActive - set to 1
- CreatedBy - your PersonID
- CreatedDate - getdate()
- UpdatedBy - your PersonID
- UpdatedDate - getdate()
tblMileagePositionType
Insert records into tblMileagePositionType for the team.
Work with the Team to determine which position types the team will use.
The column values needed:
- TeamID - TeamID of team we are setting up
- PositionTypeID - the Position Type ID for the team we are setting up
- DistanceUnit - set to 'mi'
- IsActive - set to 1
- MileThreshold - default to -1 to turn off commute, further explanation below
- CreatedBy - your PersonID
- CreatedDate - getdate()
- UpdatedBy - your PersonID
- UpdatedDate - getdate()
- DriveTimeThreshold - default to -1 to turn off commute, further explanation below
- UsesOptimization - default to 0 to pay in calendar order, further explanation below
- PaysMileage - set to 1 to pay mileage, further explanation below
- PaysDriveTime - set to 1 to pay drive time, further explanation below
- UsesStateRate - set to 0 to use the Mileage rate here, further explanation below
- MileageRate - set to 0.56 which is Federal standard, further explanation below
- PayMileageForSalary - set to 0, this value is unused
Optimization Settings
The UsesOptimization in tblMileagePiositionType controls which route optimization option is utilized for the day.
- If the team wants to pay based on the order the rep performed the visits set this to 0,
- otherwise set it to 1 to pay based on the most optimum route for the day.
Commute Options
For paying commutes there are 2 different thresholds controlling different deductions for commute segments.
The thresholds represent how much drive or miles the rep has to accumulate on a commute segment before they get paid.
For example, a mileage threshold of 15 miles means that the rep has to drive more than 15 miles before getting paid for the commute. So if they drove 25 miles they would get paid for 10. If they drove 6 miles they would get no miles to be paid.
The columns governing this:
- MileThreshold
- DriveTimeThreshold
The value settings
- -1 - this sets the threshold to infinity so that nothing gets paid for this value
- 0 - all amounts for this value is paid, no deduction is removed
- any integer > 0 - sets this as the deduction from whichever value it's applied to.
Pay rate settings
To pay reps based on the mileage rate set per state then UsesStateRate would be set to 1.
To pay based on mileage rate set for the position then UsesStateRate would be set to 0.
Pay mileage
By default anyone using the mileage system should be paid mileage. However there are instances where we need to pay drive time but not mileage. Maybe that group gets paid an auto allowance.
If we are paying them mileage then PaysMileage should be set to 1, otherwise to 0.
Pay drive time
By default anyone using the mileage system should be paid drive time. However there are instances where we need to pay mileage but not drive time. Maybe that group gets paid through Dayforce salary but need to collect mileage.
If we are paying them Drive Time then PaysDriveTime should be set to 1, otherwise to 0.