ADP and Payroll: Setup and Configuration Guide

This guide will walk you through setting up and Payroll + ADP feature in Limo Anywhere.

Map Checkpoints to Limo Anywhere Statuses

1. Navigate to the Addons side menu.
2. Click Resources → Statuses.
3. Map your Limo Anywhere statuses to the corresponding Addon Checkpoints.
   • Example: Map “Arrived” status to “Vehicle at pickup location” checkpoint.

Note: This mapping ensures status updates in Limo Anywhere trigger the correct payroll calculations.

Configure Payroll Adjustment Settings

1. Define checkpoint range for pay calculation:
   • Starting checkpoint (e.g., “Vehicle en route to pickup”)
   • Ending checkpoint (e.g., “Customer exits vehicle”)
2. Set pay start date for weekly or biweekly calculations.

Set Up Pay Rate Adjustments

1. Create selection factors (filters) for trips.
2. Define pay adjustments based on these factors.
   • Example: $20 extra for every dropoff in Dallas.

Important: Save your settings after configuration.

Sync and Set Up Employee Information

1. Go to Addons → Resources → Employees.
2. For each driver:
   • Select the employee/driver.
   • Click on the Roles tab.
   • Set a default role (e.g., “CDL driver”).
   • Enter their hourly pay rate.

Generate and Approve Payroll

1. Navigate to Addons → Payroll Adjustments → Approval Queue.
2. Set start and end dates for the pay period.
3. Click “Change Dates”.
4. Review the list of drivers, trips, hours, and total pay.
5. If correct, approve the payroll.

Generate Payroll Report

1. Go to the Generate Report section.
2. Set start and end dates for the desired payroll period.
3. Generate the payroll report.

Generating ADP Export Files

If you have configured your payroll settings to integrate with ADP, you can easily generate export files directly from Limo Anywhere. This feature streamlines the process of transferring payroll data to your ADP software. Here’s how to generate an ADP export file:

1. Navigate to the Addons side menu.
2. Click on Payroll → ADP.
3. On the ADP export page, you’ll see options to generate your export file.
4. Select the pay period for which you want to generate the export.
5. Click on “Generate Export File”.
6. The system will process the payroll data and create an export file compatible with ADP.
7. Once generated, you can download the export file.
8. This file can then be uploaded directly into your ADP software for payroll processing.

Note: Ensure that your payroll settings are correctly configured before attempting to generate an ADP export file. If you encounter any issues, double-check your payroll configuration.

By using this feature, you can significantly reduce the time and potential errors associated with manual data entry, ensuring a smoother payroll process between Limo Anywhere and ADP.

Best Practices

• Regularly review and update status mappings as your business processes evolve.
• Double-check pay rate adjustments to ensure accuracy.
• Keep employee information up-to-date, especially when roles or pay rates change.
• Review payroll data carefully before final approval to catch any discrepancies.

By following these steps, you’ll be able to effectively set up and use the Advanced Payroll feature, streamlining your payroll process and ensuring accurate compensation for your drivers.