This module covers the setup and use of Other Assignments—non-dispatch tasks like PTO, training, and miscellaneous duties that need to be recorded for payroll but do not involve actual trip dispatches. These assignments are batch-friendly and avoid tying up vehicle or dispatch resources.
Other Assignments are tasks that:
Do not involve a dispatch
Are not tied to a vehicle or route
Typically include:
Paid Time Off (PTO)
Training sessions
Internal administrative duties
Non-revenue vehicle movements
Using Other Assignments:
Keeps your dispatch schedule clean
Allows for easy batch entry of employee time
Supports accurate payroll processing
Before you assign anything, define your assignment types:
Go to Company Setup > Other Assignment Types
Click Add New Assignment Type
Set:
Name (e.g., “PTO” or “Training”)
Code (e.g., “PTO”)
Default Pay Rate Group (optional)
The default pay rate group will auto-fill for new assignments but can be changed later.
Go to Operations > Other Assignments > Assignments
You have two options:
Date Range Assignments: For things like full-week PTO
Specific Date Assignments: For single training days or irregular tasks
Choose a start and end date (e.g., May 3–May 9)
Select the days of the week to apply the assignment
Choose the Assignment Type (e.g., PTO)
Add the time range (e.g., 8:00 AM to 4:00 PM)
Select one or more drivers
Click Create Assignments
The system will generate one assignment per selected driver per day.
Open the calendar selector
Click on each specific date (e.g., training dates)
Repeat the same steps above for type, time, and driver selection
Once created:
Navigate to the assigned date range
View all entries listed by driver
Assignments will display scheduled times and assigned pay rate groups
You can:
Edit start/end times
Change pay rate groups
Modify or delete incorrect entries
Unlike dispatches:
Scheduled times are used by default in payroll
Actual times can be added manually if needed
You are not required to update actuals unless the recorded time differs from the scheduled
Examples of when to adjust:
Training ran short or long
PTO hours changed due to schedule changes
Avoids cluttering dispatch schedules
Accurately accounts for all work time in payroll
Easily managed in batches, saving time
Use standardized naming and codes for assignment types
Set default pay rate groups to reduce errors
Batch entries weekly to streamline payroll prep