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How do I set up branches, divisions, and routes?

Understand how Protiv organizes your company structure and how to configure each level.

Purpose

Protiv has three levels of company structure: branches, divisions, and routes. This article explains what each one is, how they connect, and what you can configure where.

When To Use This

Use this when:

  • You're setting up Protiv for a multi-location company
  • You need to scope a bonus pool, Pro-Goal, or report to part of your org
  • You're trying to understand why a job is showing up under the wrong group

The Hierarchy

Branch (city or location)
  └─ Division (department within a branch)
       └─ Route (geographic / scheduled path)
            └─ Jobs / Milestones

A branch contains divisions. A division contains routes. A route contains jobs and milestones.

Where Each One Comes From

Branches and routes sync from your integration. Divisions are the exception — you can create them in Protiv directly.

Setting Up Each Level

Branches

Branches sync from your integration. To set up a new branch:

  1. Add it in your integration (Aspire, Jobber, etc.)
  2. Wait for the next sync
  3. The branch appears in Protiv

You can configure per-branch settings:

  • Per-branch bonus pools
  • Per-branch wage configurations
  • Per-branch labor budget % (for contract-price ProPays)

Divisions

Divisions can be created directly in Protiv. Go to Settings → look for the divisions section under People or Org Structure.

To create a division:

  1. Click + Add Division
  2. Name it (e.g. "Maintenance," "Installation," "Service")
  3. Assign it to a branch
  4. Save

Divisions are useful when:

  • Different teams in the same branch need different bonus rules
  • You want per-division reporting
  • Some divisions are bonus-eligible and others aren't

Routes

Routes sync from your integration. They represent geographic paths, scheduled lists of stops, or organizational groupings.

You configure routes through:

  • Settings → ProPays → Routes — Set up route-level ProPay rules
  • Settings → Routes — Schedule and incentive eligibility

Manager Mapping

Protiv lets you assign a default manager per branch + division combination. This is set in Settings → Aspire Managers (or equivalent for other integrations).

When a job syncs in, Protiv looks up which manager owns that branch + division and auto-assigns them to the ProPay.

Worker Assignment

A worker can be associated with:

  • One or more branches
  • One or more divisions
  • One or more routes

These determine which jobs they show up on. If a worker is assigned to Route 5 and you create a ProPay for a job on Route 5, the worker can clock in on it.

Common Mistakes & How To Fix Them

  • "My new branch isn't showing up" Verify it synced. Check the integration settings. New branches show up after the next sync cycle.

  • "I created a division and it's not showing on the dashboard filter" Refresh and recheck. If it still doesn't appear, the division may need to be assigned to a branch.

  • "Routes are confusing — workers are assigned to the wrong ones" Route assignments come from your integration. Fix them in your source system.

  • "Manager is missing from a ProPay" Check the manager mapping for that branch + division. If no manager is mapped, assign one.

  • How do I configure my payroll cycle?
  • How do bonus pools work, and how do I configure one?
  • How does Protiv connect to Aspire?
  • How do I assign a worker to a route, branch, or division?