Seven steps for transporters and warehouses: depots and hubs, daily wages for drivers and loaders, bank transfer and fuel claims.
7 steps · About 25 minutes · Free for up to 10 employees
Transporters and warehouses have drivers and loaders at many depots, pay by the day, and handle fuel and toll bills every week.
This guide shows how to set up BizlumoAI for logistics in seven steps: depots and hubs, daily wages, bank transfer and trip expense claims.
The whole setup in one video (19 min), from sign-up to the first payroll, step by step. Every step below is in it.
Pick Logistics / Transport as your business type when you sign up. It switches on the right features and makes the usual staff groups for you. You can change all of it later in Settings.
After you log in, a setup checklist stays in the corner of every page. Each step ticks itself when it is done, and clicking a step opens the right page.
Go to Employees and click Add Employee. Type the name, email and a password for the BizlumoAI app. Pick the department and position. The staff group Drivers and loaders is picked for you. Drivers and loaders are paid by the day: type the rate for one day. Add the rest of your team the same way, or upload them all from an Excel or CSV file.
More in the user guide →
Go to Worksites and click Add Worksite. Type the name and address of the depot or hub, then place the pin on the map. Staff can check in only when they are near it, so nobody marks attendance from home. Add one for every depot or hub.
More in the user guide →
Staff check in from the BizlumoAI app on their own phone, at the hub they report to. The Attendance page shows who came in and when. You can also type a day in by hand: open the person on the Employees page and click Record Punches.
More in the user guide →
For people paid by the day, set Employment type to Daily wage and type the rate for one day. Pay is then the days they came times their rate. This step ticks itself as soon as one person has a daily rate. To change a rate later, open the person and click Edit.
More in the user guide →
Open a person on the Employees page and click Edit. Type the account holder name, account number and IFSC, then save. Every month BizlumoAI makes one salary file for all staff to upload to your bank’s net banking.
More in the user guide →
Go to Payroll, pick the month and click Generate All. Everyone’s pay is worked out from the days they worked: days worked times the daily rate, with the trip allowance. Open any payslip to check it, then download them all, the bank file.
More in the user guide →
Go to Admin Users and click Add Admin. Type their name, a username, email and a first password, and pick a role. For example your operations manager. Each role sees only what it needs.
More in the user guide →
Not part of the checklist, but most logistics or transport businesss use this every month.
Staff send fuel, toll and food bills from the app with a photo of the bill. They wait on the Expense Claims page. Click approve, and the person sees it on their phone straight away.
More in the user guide →
Free forever, not a trial. All features are included. No card needed. See all plans.
Read more: HR software for many locations · GPS attendance · HR software for staff on the move
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Setting up a different kind of business? See all setup guides →