Driver Incentive Factor Setup and Reporting
Last Modified on 09/04/2026 3:11 pm PDT
Pathway: Setup > Operations > Driver Incentive Factor
The Driver Incentive Factor Setup screen allows companies to define and manage bonus structures that reward drivers for accuracy when completing work orders and routes. Bonuses are calculated automatically based on each driver's accuracy and assigned according to the configured incentive tiers.
Add Driver Incentive Factor
For each service code and truck type combination, create a driver incentive factor that can be used by the system to calculate driver incentives.
Add New Incentive Factor
- Select the Service Code this incentive applies to (required).
A Service Code can be used multiple times if different driver incentive combinations are configured for that service.
- Select the Truck Type this incentive applies to.
A Truck Type can be used multiple times if different driver incentive combinations are configured for that truck type.
- Enter the Effective Date to specify when the driver incentive becomes active and eligible for incentive calculations (required).
- Enter the Service Level Factor to assign the incentive value for this service. In general, services that require more time, effort, or complexity should be assigned a higher factor (required).
- The factor is entered as a percentage and converted to a multiplier for the calculation. Higher values increase the incentive units earned for the associated service.
Example:
- 100% = 1.0 multiplier
- 600% = 6.0 multiplier
- 1200% = 12.0 multiplier
- Enter the Truck Type Factor to assign the incentive value for the selected truck type.
Similar to the Service Level Factor, truck types that are more complex or require additional effort to service stops should be assigned a higher factor.
- Enter the Helper Factor to adjust the incentive calculation when one or more helpers are assigned to the route.
This factor reduces the driver’s incentive to account for assistance provided by helpers and is only applied when helpers are present.
- Example: To reduce the driver's incentive by 50% (assuming the helper is performing approximately half of the work), enter -50%.
Additional Setup
The following screens serve as supporting components of the driver incentive calculation process. While no additional incentive-specific configuration is required on these screens, they establish the relationships between service codes, truck types, trucks, routes, and helpers that the system uses when calculating incentives.
Screen names are hyperlinks that open the associated documentation in a new tab.
Setup Screen
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Purpose
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| Truck Type Setup |
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Truck Types are used as selectable values on the Driver Incentive Factor screen. The available options are populated from active Truck Types configured in Truck Type Setup.
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| Truck Setup |
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Truck Types are assigned to trucks, and trucks are assigned to routes. For a truck's services to be included in driver incentive calculations, the truck must be assigned a Truck Type that has been configured in a Driver Incentive Factor combination.
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| Service Code Setup |
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Service Codes are one of the key components used to create Driver Incentive Factors. They identify the type of service being performed and, when combined with Truck Types and other factors, determine how driver incentives are calculated.
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| Reason Code Setup |
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If a driver selects a Downtime Reason Code where Is Incident is set to "Yes", then the driver becomes ineligible for incentives for that day and will not receive incentive payout. See below on how to exclude downtime from incentive calculations. |
Exclude Downtime from Incentive Calculations
In the Reason Code Setup
, the Is Incident field is only available for Reason Codes where Type is Downtime. When a driver selects a Reason Code that has Is Incident set to Yes, the driver becomes ineligible for incentives for that day and will receive no incentive payout. Common examples of incidents that may disqualify a driver include accidents, traffic violations, and other driver-at-fault events.
To exclude downtime from incentive calculations, set the Is Incident field to "No".
Driver Incentive Reporting
Reporting on Driver Incentive data is provided in the Database Query tool. The Driver Incentive reports (accessed as Entities in the Database Query tool) split operational auditing into two distinct layers: a high-level Summary View to track consolidated driver performance metrics across distance tiers, and a granular Detail View providing a line-by-line work order ledger.
The below information explains the purpose of each report and details about each display field. To learn how to use the Database Query tool, reference Database Query article.
Driver Incentive Summary
This report groups completed operational stops by route, vehicle type, and distance bucket. It aggregates raw distance calculations and work hours to provide a clean overview of total productivity and consolidated incentive scoring for payroll and operational efficiency reviews.
Pathway: Database > Database Query
Display Field Descriptions
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Display Field
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Description
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Driver ID
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The system's unique identification number for the driver.
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Driver Name
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The full name of the vehicle operator.
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Service Date
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The scheduled calendar date the routes were executed.
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Route Name
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The designated name or number assigned to the service route.
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Truck Name
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The truck identifier/unit number used to complete the route.
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Truck Type
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The classification group of the vehicle.
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Service Type
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The service code text descriptor associated with the work.
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Distance Bucket
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Categorization based on stop accuracy:
- B1 = ≤ 250ft
- B2 = ≤ 500ft
- B3 = ≤ 1000ft
- B4 = > 1000ft or missing coordinates
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Stops Serviced
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Total count of unique work orders completed within that distance tier.
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Total Distance Ft
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The exact sum of calculated distances (in feet) between target sites and completion locations.
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Hours Worked Total
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Total logged payroll hours for the driver on that service date.
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Incentive Score Total
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The final accumulated incentive performance score.
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Driver Incentive Detail
This report contains a line-by-line breakdown of every work order feeding into the summary report and includes tracking elements like timestamps, geo-coordinates, helper assignments, and stop-level distance audits.
Pathway: Database > Database Query
Display Field Descriptions
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Display Field
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Description |
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Work Order Number
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The unique tracking number for this specific dispatch job.
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Service Date
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The scheduled calendar date the stop was processed.
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Year Month
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Format YYYY-MM derived from the service date for easy monthly sorting.
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Route Name
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The designation code of the assigned route.
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Route Status
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The state of the overall route.
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Downtime Incident
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Flags ’Yes’ if an incident or delay occurred on this route.
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Service Code Name
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The text identifier of the operational activity being performed.
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Driver ID
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The system's unique identification number for the driver.
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Driver Name
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Full name of the vehicle operator.
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Hours Worked
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Total calculated payroll hours for the day.
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Status In Progress User ID
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User ID who marked the work order as "In Progress."
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Status In Progress User
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Name of the user who moved the order to "In Progress."
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Status In Progress Timestamp
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System date and time when route work commenced.
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Status Completed User Id
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User ID who finalized the work order status.
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Status Completed Timestamp
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System date and time when the stop was submitted completed.
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Truck Name
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The truck identifier/unit number used to complete the route.
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Truck Type
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The classification group of the vehicle.
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Equipment Id
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ID of the container or device assigned to the work order.
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Equipment Name
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Description of the equipment type.
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Account ID
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Customer master billing account number.
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Account Name
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Business name.
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Site ID
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The location number where service occurred.
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Site Name
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Descriptive site moniker.
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Service Address Line1
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Street address block 1 of the service site.
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Service Address Line2
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Suite, unit, or auxiliary descriptor.
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Service City
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City associated with the physical service site.
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Service State
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State or province code.
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Service Postalcode
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ZIP or postal code.
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Site Latitude
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Latitude of the site.
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Site Longitude
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Longitude of the site.
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Service Point Latitude
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Latitude of the service area.
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Service Point Longitude
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Longitude of the service area.
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Service Completion Datetime
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Timestamp when the driver pressed complete.
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Service Completion Latitude
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Latitude at the moment of completion.
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Service Completion Longitude
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Longitude at the moment of completion.
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Helper Used
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Displays “Yes” if an assistant or helper was linked to the route record.
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Incentive Effective Date
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The date matching the active multipliers, as specified in the Driver Incentive Factor Setup table.
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Service Level Factor
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Multiplier assigned to the service code.
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Truck Type Factor
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Multiplier associated with operating that vehicle class.
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Helper Factor
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Multiplier applied when a helper shares the workload.
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Distance Ft
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Distance (in feet) between target location and driver GPS completion coordinates.
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Distance Bucket
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Categorization based on stop accuracy:
- B1 = ≤ 250ft
- B2 = ≤ 500ft
- B3 = ≤ 1000ft
- B4 = > 1000ft or missing coordinates
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Distance Grade Pct
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Performance ratio
- 1.00 for exactness
- 0.00 for missing/distant stops
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Incentive Score
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Calculated performance metric computed as:
Distance Grade Pct x Service Level Factor x Truck Type Factor x Helper Factor (if applicable)
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Related Articles
Service Code Setup
Truck Type Setup
Reason Code Setup
Truck Setup
Database Query Tool
Database Query - Driver Incentive Summary Reporting
Database Query - Driver Incentive Details Reporting
