• The driver's compensation and payroll schedule. Open the driver's profile and go to the Accounting tab. The Compensation card (A) shows the driver's payroll schedule and how they are paid (Per Mile, Percentage or Flat, with Hourly, Daily and Weekly options). Compensation models and payroll schedules are created in Settings → Account → Compensations and Payroll Schedules.
• The driver's payment info. The Payment info card (B) shows who the statement is paid to (Pay to).
• The week's loads entered. Statements are built from the driver's loads, so dispatch must have entered all the loads for the week.
• Fuel cards assigned to drivers (if you use fuel cards). Fuel purchases and cash advances only appear on a statement when the card is assigned to that driver in Fuel → Fuel Cards.
• A lock password. Locking and unlocking statements asks for a password. You can set it in Settings → Passwords.

1. From the left menu, go to Drivers and open the driver's profile.
2. Open the Statements tab. It lists the driver's statements by week. For each week you can see the PDF (A), whether the statement is locked (B), whether it was sent (C), and its totals: driver pay, fuel card total, adjustments, settlement and settlement date.
3. To see older weeks, change the date range at the top right of the list.
4. Click a week to open its statement.

Note: Fuel purchases and cash advances made with the driver's assigned fuel card are added to the statement automatically. You do not need to enter them.

Tip: To rebuild a week manually, use Regenerate Payroll on the driver's Statements tab and enter the start and end dates of that payroll week.

Important: Only enter the exact dates of a scheduled payroll week. Any other dates create a second statement with the same loads, and the driver could be paid twice.

1. Check the loads listed for that week.
2. Check the miles. The statement shows each load's miles, the empty miles between loads, and the loaded and empty totals for the week. Depending on your account settings, OpenRoad uses Customer Miles or Planned Miles.
3. Check the pay on each load (Gross and $ per mile). The statement layout follows the driver's compensation type: per mile, percentage or flat rate.
4. Check the Fuel Card Transactions section, if the driver uses a fuel card.
5. Review the Deductions and Reimbursements section and the final Settlement amount at the bottom (see Part 3).

Tip: On Accounting → Payroll, sort the statements by amount to spot totals that look too high or too low before you send them.

Note: OpenRoad does not block negative totals. If a driver's deductions are higher than their earnings, the statement total is negative. To carry the balance to the next week, add a one-time adjustment on the next statement.

• Recurring Deductions and Adjustments: adjustments that repeat (weekly, monthly or every 30 days).
• One-Time Deductions and Adjustments: adjustments that apply to one statement only.

1. Click + Add on the table.
2. Fill in the New Adjustment form:

• Description: what the adjustment is for. It appears on the statement.
• Amount: a positive amount adds money to the driver's pay. A negative amount (with a minus sign, for example -45) deducts money.
• Interval: One Time, Weekly, Monthly or Every 30 Days. A One Time adjustment applies only on the statement of the week that contains its start date.
• Category fields: the fields for your accounting or payroll integration (for example, a Paylocity or Sage category). They only appear when that integration is set up on your account.
• Start Date: required.

3. Click Save.

Important: Always enter a start date. Without it, the adjustment is not saved.

Note: Amounts are fixed dollar amounts. A percentage of the driver's earnings cannot be entered.

1. From the left menu, go to Accounting → Payroll.
2. Under Dates, click the week you want to work on (1). Check the due date shown under the week.
3. Make sure the Drivers tab is selected.
4. Select the statements you want to preview using the checkboxes.
5. Click Send Previews (2). OpenRoad emails each driver a PDF of their statement.

Tip: Give drivers time to review before payroll. For example, if you pay drivers on Friday: send previews by Wednesday, give drivers Thursday to report missing detention, miles or loads, correct the statements, then lock and send them on Friday (Part 5).

Note: For owner operators, statements are emailed to the address on their PayTo company (vendor) record, not the email on the driver's profile. You can check who the statement is paid to in the driver's Accounting tab under Payment info.

1. Go to Accounting → Payroll and select the week (1).
2. Optional: click the eye icon on a row to open that driver's statement.
3. Select the statements using the checkboxes, then choose one option:

• Lock only: click the lock icon in the table header (4) and enter your password. The header has one icon to lock and one to unlock.
• Lock and email: click Send (3). OpenRoad locks the selected statements and emails them to the drivers.

4. To send one driver's final statement, open the statement and click Send Statement at the top right. You can also lock or unlock that statement with the lock icon below it.

Important: Send and Send Statement email the final statement to the driver right away. Review the statements before you click them.

Note: To make a change after locking, unlock the statement and enter your password. Unlocking recalculates the whole statement from the current data, so if a load changed since you locked it, the total changes too.