Home Time: rules, setup and balance (Settings and the driver Overview tab)

Modified on Wed, 11 Nov at 4:31 AM

Track how many Home Time days each driver has earned, see when the next one is available, and correct the balance when needed. This article covers the whole feature: the account settings in Settings → Preferences → Drivers → Home Time, the Home Time card on the driver's Overview tab, and the Manage Balance window.

Who can do this: the account settings can be changed by Super Admin users only. The driver's Home Time card and Manage Balance are available to users who can edit drivers.

How Home Time works

A driver earns 1 Home Time day for every few work days. The number of work days is the Home Time Earn Ratio (7 by default). The balance the driver sees is:

starting balance + manual adjustments + earned days − Home Time days taken − Unapproved Off days

The balance never goes above Max Days per Assignment (7 by default).

Term on screenWhat it means
BalanceThe Home Time days the driver has now
Days without HTWork days since the last Home Time
HT available fromThe date the driver can take Home Time, based on the working schedule
Next HT threshold (in weeks)Weeks a driver needs to work to earn 1 Home Time day
HT settings (in days)Work days needed to earn 1 Home Time day (the earn ratio)

What counts as a work day. A day counts as a work day when the driver has a load that day, or an off-duty event of one of these kinds: 10 Hour Reset, 34 Hour Reset, Planned, Breakdown, Weather, Layover, Paid Layover or Not Paid Layover. A Home Time day is deducted from the balance, and so is an Unapproved Off day. Days with no activity, Vacation days and other off-duty days neither add to nor take from the balance.

Note
The balance is updated only after an event ends. To see the exact days remaining, check the Latest change records on the card.

Before you begin

  • Home Time is off by default, for the account and for every driver. You turn it on in two places: the account settings (step 1) and the driver's card (step 2).
  • Decide which driver types earn Home Time: Company Driver, Contract Driver, Owner Operator or Leased Owner - Op.

Step 1: Turn on Home Time for your account

  1. Go to Settings → Preferences → Drivers → Home Time.
  2. Tick Home Time functionality. The other options stay greyed out until you do.
  3. Under Driver Types, select the driver types that earn Home Time.
  4. Set the options you need (see the table below).
  5. Select Save.
OptionWhat it does
Home Time functionalityTurns Home Time on or off. Once on, it appears in the driver profile (Overview) and in the Planner
Driver TypesWhich driver types get automatic Home Time calculation
Home Time Auto ResetAutomatically resets the Home Time balance after Home Time finishes
Automatic HT Balance Reset Delay and Reset DelayShown when Auto Reset is on. The number of days the system waits after Home Time ends before it locks the balance. During the wait, event corrections still change the result
Future Home Time alerts in PlannerThe Planner shows upcoming Home Time days and lets the user confirm or reject them. The drivers' Home Time settings must be in place first
Home Time email notificationsEmails about a negative Home Time balance and about Home Time assigned before the official date
Next Home Time ThresholdDefault weeks a driver must work to earn 1 Home Time day
Home Time Earn RatioDefault work days needed to earn 1 Home Time day
Days Before AlertHow many days before upcoming Home Time the system sends a reminder
Max Days per AssignmentThe most Home Time days to assign to a driver at one time. It is also the highest balance a driver can have
Planned HT LimitExtra days allowed on top of the maximum balance when planning a Home Time event in the Planner
Important
The Home Time Earn Ratio, Days Before Alert, Max Days per Assignment and Planned HT Limit fields are required.

Step 2: Turn on Home Time for a driver

  1. Open Drivers and select the driver.
  2. On the Overview tab, find the Home Time card.
  3. Select the pencil icon to edit it.
  4. Turn on Enable/Disable HT calculation.
  5. Check Next HT threshold (in weeks) and HT settings (in days). They start from the account defaults. Both must be greater than zero.
  6. Select Save.

The card also has two switches for the automatic reset:

  • Automatic HT Balance Reset resets this driver's balance automatically after Home Time.
  • Automatic HT Balance Reset Delay (shown when the account uses a reset delay) holds the reset for HT Reset Delay days, from 0 to 7.
Tip
If you do not see the Home Time card, check that Home Time functionality is on, that the driver's type is selected under Driver Types, and that the driver is Active or Pre-Hired.

Step 3: Set the starting balance

Until you set a starting balance, the card shows "There is no information inserted about HT settings and actual balance of HT for driver. Please update the balance to begin the HT calculation."

  1. On the Home Time card, select Manage Balance.
  2. Make sure Create is selected.
  3. Enter the Start date: the date from which the automatic calculation should start.
  4. Enter the Value: the number of Home Time days the driver has now. The minimum is 0. The maximum is the account's Max Days per Assignment (7 by default).
  5. Enter a Reason (required, up to 70 characters), for example "Initial setup".
  6. Select Add.

Read the balance

Once the starting balance exists, the card shows:

  • HT Balance: Balance, Days without HT and HT available from.
  • Calculation Breakdown: the period since the last reset, the starting balance, the formula, and the counts of Work days, Home Time days, Vacation days, Off days, Empty days and Unapproved Off. Select Show Daily Breakdown to see each day.
  • Latest change records: who changed the balance, when, the new value, the reason and the effective date.

Correct the balance

Use Edit to add or remove one day, for example after a mistake.

  1. On the Home Time card, select Manage Balance.
  2. Select Edit.
  3. Enter the Edit date: the date the change applies from. It cannot be earlier than the starting balance's Start date.
  4. Choose the Value: 1 or -1.
  5. Enter a Reason (required, up to 70 characters).
  6. Select Add.
Note
Edit is only available after a starting balance has been created. To change the balance by more than one day, repeat Edit once for each day, or create a new starting balance with Create.

What drivers see in the app

Drivers see their Home Time balance and their upcoming and past Home Time events in the PTO and Home Time card in Portal in the OpenRoad Driver app. See Using the Driver app.

Frequently asked questions

Can I adjust the balance by more than one day at a time?
No. Edit adds or removes one day. Repeat it until you reach the number you need, or use Create to set a new starting balance.
Is Home Time on for all drivers by default?
No. Turn it on for the account (step 1) and then for each driver (step 2).
When does the system start counting Home Time days?
From the Start date you entered when you created the starting balance.
Why did the balance not change after Home Time was assigned?
The balance is updated only after the event ends. Check the Latest change records and the Calculation Breakdown on the card for the current figures.
I cannot enter a Value higher than 7.
The balance cannot be higher than Max Days per Assignment in Settings → Preferences → Drivers → Home Time. It is 7 unless your account changed it.
Why can I not change the Home Time settings?
The account settings are for Super Admin users. If you are one and the fields are greyed out, tick Home Time functionality first.
Which drivers can have Home Time?
Drivers whose type is selected under Driver Types, and who are Active or Pre-Hired.

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