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Guides and answers for running HaldiTech — payroll, settlements, IVMRs, integrations, and the driver app.
59 articles
Reporting16 articles
Driver Messages
The three ways to add messages when sending driver reports: to specific drivers, to all reports, or in the email body.
How to access and print your MMR
Generate, review, and download your Monthly Maintenance Report (MMR) as a PDF from the HaldiTech dashboard.
How to Create Other Revenues & Expenses
Add revenues and expenses that are not included on your FedEx settlements so they appear in reporting and the P&L.
How To Find Missing Fuel Supplements
How to use the fuel supplement analysis in FedEx Settlements to find trucks that didn't get paid a fuel supplement.
How to Find Quarterly Totals For Income, Fuel, Def, Etc.
Use Bulk Settlement Data with the Last Quarter quick pick to find quarterly miles, revenue, fuel, and repair/DEF totals.
How to get Payroll Numbers into Haldi Tech P&L
A short-term workaround for importing weekly gross pay per driver so it flows into the HaldiTech P&L and reports.
How to Use the Reset View Button
Restore a grid to its default view when rows or data appear to be missing.
How to View Broken Leg Report Over Multiple Settlements
There is no multi-settlement broken leg report, but the dashboard offers a This Year list view as a workaround.
How to View Net Revenue After Fuel
How to open an individual FedEx settlement breakdown and turn on the Linehaul Amount column.
New Features in Haldi FCS
Release notes for Haldi FCS version 20211105.1, covering new payroll, driver, and settlement features plus resolved issues.
Regions and Location
Use Regions and Locations to bucket truck-level data by where a truck lives, then filter reports and settlement data by those groupings.
REL Fuel Monitor
Open and use the REL Fuel Monitor to view REL fuel transactions, customize columns and grouping, filter alerts, and adjust alert/warning settings.
Retail Fuel Purchases
Find which drivers might have purchased retail fuel, both per-settlement and across settlements via a saved report.
Revenue Finder - Use filter to only see open items.
Filter the Revenue Finder Status column to hide closed issues and show only open items.
Settlement Summary Email
Turn on the weekly automated Settlement Summary email and understand what each figure in it means.
What is the difference between "Activity" and "Settlement"?
Explains how the Activity and Settlement date views differ when sorting data around month boundaries.
Settlements16 articles
Auto-Download Settlements
Set up the MyGroundBiz integration so the software auto-pulls settlements each Tuesday night.
How Do I View Broken Legs in Usable Format
Understand what a broken leg is and export a usable Broken Leg Summary from an individual FedEx settlement.
How to Create Other Revenues & Expenses
Add revenues and expenses that are not included on your FedEx settlements so they appear in reporting and the P&L.
How to Delete a Settlement
Delete a single settlement from the Settlements screen.
How to download CSV settlement files from MyGroundBiz
How to download a settlement as a CSV Text File from the MyGroundBiz portal.
How To Find Missing Fuel Supplements
How to use the fuel supplement analysis in FedEx Settlements to find trucks that didn't get paid a fuel supplement.
How to Find Quarterly Totals For Income, Fuel, Def, Etc.
Use Bulk Settlement Data with the Last Quarter quick pick to find quarterly miles, revenue, fuel, and repair/DEF totals.
How to Import Settlements
How to download a settlement CSV from MyGroundBiz and import it into your HaldiTech account.
How To Rename Butt Head Locations
Rename Butt Head / Bump linehaul terminals by editing their AVR numbers under Linehaul Terminals.
How to View Broken Leg Report Over Multiple Settlements
There is no multi-settlement broken leg report, but the dashboard offers a This Year list view as a workaround.
How to View Net Revenue After Fuel
How to open an individual FedEx settlement breakdown and turn on the Linehaul Amount column.
Missing Fuel Supplements
Why fuel supplements go missing from a FedEx settlement and how to request an adjustment using Revenue Finder.
Per Diems
An overview of how trucking per diems work and how Haldi Tech reclassifies a portion of driver pay as per diem reimbursement.
Settlement Summary Email
Turn on the weekly automated Settlement Summary email and understand what each figure in it means.
What does "Estimated" mean for Third Party Fuel?
Explains how the wholesale-equivalent price for third-party fuel is matched or estimated, and what the Estimated column means.
What is the difference between "Activity" and "Settlement"?
Explains how the Activity and Settlement date views differ when sorting data around month boundaries.
Getting Started11 articles
Driver App - Getting Started
How to enable the driver app, register drivers, publish schedules, and have drivers enter their trips.
Getting EFS Fuel Card Data into Halditech
How to schedule an EFS transaction export to fuelfiles@halditech.com so fuel data flows into Haldi Tech daily.
How to download CSV settlement files from MyGroundBiz
How to download a settlement as a CSV Text File from the MyGroundBiz portal.
How to Import Settlements
How to download a settlement CSV from MyGroundBiz and import it into your HaldiTech account.
How To Integrate with TruckSpy
How to create TruckSpy API tokens and connect them to HaldiTech to pull odometer data.
How to Reset Your Password
How to reset your Halditech password from the login screen using an emailed verification code.
How to Set Up a New User
Add a new user in HaldiTech and grant them permissions so they can set their own password.
How to set up IVMRs
How to connect your ELD and configure Haldi Tech to auto-generate and send weekly IVMRs.
How to Use the Reset View Button
Restore a grid to its default view when rows or data appear to be missing.
Mobile App Integration For Driver
How to register a driver for the mobile app and how the driver creates their login and password.
Motive Integration - Connect to Motive
How to authorize the GoMotive integration so HaldiTech automatically pulls your Motive ELD data.
Fuel9 articles
Getting EFS Fuel Card Data into Halditech
How to schedule an EFS transaction export to fuelfiles@halditech.com so fuel data flows into Haldi Tech daily.
How To Find Missing Fuel Supplements
How to use the fuel supplement analysis in FedEx Settlements to find trucks that didn't get paid a fuel supplement.
How to Find Quarterly Totals For Income, Fuel, Def, Etc.
Use Bulk Settlement Data with the Last Quarter quick pick to find quarterly miles, revenue, fuel, and repair/DEF totals.
How to View Net Revenue After Fuel
How to open an individual FedEx settlement breakdown and turn on the Linehaul Amount column.
Missing Fuel Supplements
Why fuel supplements go missing from a FedEx settlement and how to request an adjustment using Revenue Finder.
REL Fuel Monitor
Open and use the REL Fuel Monitor to view REL fuel transactions, customize columns and grouping, filter alerts, and adjust alert/warning settings.
Retail Fuel Purchases
Find which drivers might have purchased retail fuel, both per-settlement and across settlements via a saved report.
Viewing TruckSpy Fuel Card Purchases
View TruckSpy fuel card purchases that pull automatically into Fuel Settlements, and see the detail behind each period.
What does "Estimated" mean for Third Party Fuel?
Explains how the wholesale-equivalent price for third-party fuel is matched or estimated, and what the Estimated column means.
Integrations9 articles
Auto-Download Settlements
Set up the MyGroundBiz integration so the software auto-pulls settlements each Tuesday night.
Bamboo HR Integration
How the BambooHR integration syncs driver records and PTO requests into HaldiTech, and how to configure the key and tenant.
Getting EFS Fuel Card Data into Halditech
How to schedule an EFS transaction export to fuelfiles@halditech.com so fuel data flows into Haldi Tech daily.
How To Integrate with TruckSpy
How to create TruckSpy API tokens and connect them to HaldiTech to pull odometer data.
How to set up IVMRs
How to connect your ELD and configure Haldi Tech to auto-generate and send weekly IVMRs.
Importing Fleetio Maintenance Records
Import your Fleetio maintenance history into HaldiTech using the Fleetio or Fleetio Extended import formats.
MileageReports Integration Key - How to Find
Find your MileageReports Secret Key and paste it into Haldi Tech to connect the integration.
Motive Integration - Connect to Motive
How to authorize the GoMotive integration so HaldiTech automatically pulls your Motive ELD data.
Viewing TruckSpy Fuel Card Purchases
View TruckSpy fuel card purchases that pull automatically into Fuel Settlements, and see the detail behind each period.
Mobile & Driver App9 articles
Adding Driver Routes In Mobile App
Add a route as a driver in the HaldiTech mobile app from the Dispatch screen.
Driver App - Getting Started
How to enable the driver app, register drivers, publish schedules, and have drivers enter their trips.
Driver Messages
The three ways to add messages when sending driver reports: to specific drivers, to all reports, or in the email body.
How driver can request time off
Submit a time-off request from the dispatch screen in the mobile app.
How to add linehaul or spot legs as driver
As a driver, add a linehaul or spot leg to a scheduled trip from the HaldiTech mobile app.
How to add notes in the mobile app
How a driver adds a trip note in the mobile HaldiTech app.
How to confirm trips using the mobile app
Confirm a driver's trips from the dispatch screen in the mobile app.
How to message your dispatcher
Send a message to your dispatcher from the mobile app using the messages screen.
Mobile App Integration For Driver
How to register a driver for the mobile app and how the driver creates their login and password.
Payroll8 articles
Batch Payroll Adjustments
Create many payroll adjustments at once by exporting a pre-filled Excel template, editing it, and importing it back into Haldi FCS.
How to Add Holidays in Payroll
Enable Holiday Bonuses, add holiday dates, and set each eligible driver's holiday bonus so it applies automatically on matching dispatch dates.
How to get Payroll Numbers into Haldi Tech P&L
A short-term workaround for importing weekly gross pay per driver so it flows into the HaldiTech P&L and reports.
How To Set Up D & H Rates for Drivers
Turn on D&H rates and add rate rules so drivers are paid for detention and hourly (D&H) work.
How to set up per diems for a solo OTR/layover driver?
Enable per diem rates and the solo OTR option so a driver receives per diem on all solo trips, then verify or override the days worked each week.
How to Use Hourly Rates in Payroll
Enable hourly rates, create rate types, assign them to drivers, and add driver hours in Payroll.
New Features in Haldi FCS
Release notes for Haldi FCS version 20211105.1, covering new payroll, driver, and settlement features plus resolved issues.
Per Diems
An overview of how trucking per diems work and how Haldi Tech reclassifies a portion of driver pay as per diem reimbursement.
Account & Users7 articles
Adding Payment Information
Add a payment method by entering billing address and card details under Account Settings.
How To Add/Change Terminal Names
Add or change a linehaul terminal's name so it updates automatically throughout the system.
How To Deactivate / Delete a Driver
Deactivate a driver by unchecking Current Employee on their Details tab instead of permanently deleting them.
How to Reset Your Password
How to reset your Halditech password from the login screen using an emailed verification code.
How to Set Up a New User
Add a new user in HaldiTech and grant them permissions so they can set their own password.
How To Set Up User Permissions
Edit a user's permissions from Settings > Users by selecting the permissions to set and saving.
Mobile App Integration For Driver
How to register a driver for the mobile app and how the driver creates their login and password.
Maintenance7 articles
Auto-Send MMRs
Configure MMR settings, truck domiciles, and terminal contacts so Monthly Maintenance Reports auto-send to the terminal on the 19th of each month.
How to access and print your MMR
Generate, review, and download your Monthly Maintenance Report (MMR) as a PDF from the HaldiTech dashboard.
How to change maintenance intervals
Change maintenance intervals from the Maintenance Matrix by adding a new entry and filling in the required information.
How to create a service ticket in Maintenance
Create a service ticket from the Maintenance Matrix by adding a Service Item and filling in the required details.
How to Track Required Maintenance
Set up maintenance requirements, record completed work in Service Items, and track due dates with the Maintenance Matrix.
Importing Fleetio Maintenance Records
Import your Fleetio maintenance history into HaldiTech using the Fleetio or Fleetio Extended import formats.
Requirements + Maintenance Matrix
Use the Requirements tab to build preventative-maintenance services that populate the Maintenance Matrix heat map.
Trucks & Locations5 articles
How to add locations
Add a location to a truck by editing it, opening the Locations tab, and setting an effective date and region/location.
How To Add/Change Terminal Names
Add or change a linehaul terminal's name so it updates automatically throughout the system.
How to Delete Trucks
Rather than deleting a truck, mark it inactive by unchecking Current Truck, since deleted trucks are re-added automatically from settlement data.
How To Rename Butt Head Locations
Rename Butt Head / Bump linehaul terminals by editing their AVR numbers under Linehaul Terminals.
Regions and Location
Use Regions and Locations to bucket truck-level data by where a truck lives, then filter reports and settlement data by those groupings.
ELD3 articles
How To Integrate with TruckSpy
How to create TruckSpy API tokens and connect them to HaldiTech to pull odometer data.
How to Track Required Maintenance
Set up maintenance requirements, record completed work in Service Items, and track due dates with the Maintenance Matrix.
Motive Integration - Connect to Motive
How to authorize the GoMotive integration so HaldiTech automatically pulls your Motive ELD data.
TruckSpy3 articles
How To Integrate with TruckSpy
How to create TruckSpy API tokens and connect them to HaldiTech to pull odometer data.
Requirements + Maintenance Matrix
Use the Requirements tab to build preventative-maintenance services that populate the Maintenance Matrix heat map.
Viewing TruckSpy Fuel Card Purchases
View TruckSpy fuel card purchases that pull automatically into Fuel Settlements, and see the detail behind each period.
Compliance2 articles
Auto-Send MMRs
Configure MMR settings, truck domiciles, and terminal contacts so Monthly Maintenance Reports auto-send to the terminal on the 19th of each month.
Per Diems
An overview of how trucking per diems work and how Haldi Tech reclassifies a portion of driver pay as per diem reimbursement.
MileageReports2 articles
MileageReports Integration Key - How to Find
Find your MileageReports Secret Key and paste it into Haldi Tech to connect the integration.
Requirements + Maintenance Matrix
Use the Requirements tab to build preventative-maintenance services that populate the Maintenance Matrix heat map.