Can I edit bonuses after approval?

Purpose

This article explains when bonuses can be edited after approval and why unapproving first is required to properly recalculate bonus amounts.

When To Use This

Use this when:

• A ProPay is already approved
• You need to change bonus percentages or budgets
• You want bonus amounts to recalculate correctly
• You want clean financial reporting and audit accuracy

Before You Start

Before making changes:

• The ProPay must not have any paid bonuses
• You must have permission to approve and edit ProPays
• Grouped ProPays must be managed at the group level, not individually

Step-by-Step Instructions

Step 1 — Understand why unapproving is required

If you edit bonus percentages or budgets on an approved ProPay:

• The ProPay saves the new values
• Existing bonus amounts do not recalculate
• Bonus statements keep their original dollar amounts
• The ProPay shows new percentages with old payouts

This creates a mismatch between what you see and what workers are actually paid.

Step 2 — Know what requires unapproving first

You must unapprove first if you are changing anything that affects bonus calculations, including:

• Crew
• Manager
• Crew lead
• Company
• Other
• Crew retention

• Budget type
• Budget amounts
• Distribution type (equal, weighted, etc.)

If you want bonus amounts to change, unapproving is required.

Step 3 — Unapprove the ProPay (Activate)

1. Select the approved ProPay from the ProPays list

2. Click Activate

3. The ProPay status changes from Approved to Active

What happens automatically:

• Bonus amounts are reset to zero
• Existing bonus line items are marked deleted for audit history
• The ProPay becomes fully editable again

Step 4 — Make your changes

1. Edit bonus distribution percentages

2. Update budget settings if needed

3. Save your changes

At this stage, no bonuses are finalized yet.

Step 5 — Re-approve the ProPay

1. Approve the ProPay again

2. Protiv runs a fresh bonus calculation

3. New bonus line items are created

4. Bonus amounts now match the updated settings

Examples

• You change crew percentages → Unapprove, then re-approve
• You adjust budget amounts → Unapprove, then re-approve
• You need accurate bonus payouts → Always unapprove first

Common Mistakes & How To Fix Them

• Editing percentages without unapproving
  Fix: Always unapprove first so bonuses recalculate correctly.
• Expecting approved ProPays to auto-update bonuses
  Fix: Approved ProPays do not recalculate until re-approved.
• Trying to change overtime or burden exclusions
  Fix: These settings are locked after approval or payment.
• Editing grouped ProPays individually
  Fix: Manage and approve grouped ProPays at the group level.