What is a Group ProPay?
Manage and approve multiple ProPays as one batch.
Purpose
A Group ProPay is multiple ProPays bundled together. Instead of approving 12 individual ProPays, you approve one group containing all 12.
When To Use This
Use this when:
- You have route-based recurring work (weekly landscaping, monthly maintenance)
- A customer has multiple jobs that should be approved together
- You want to streamline manager approval
How Groups Are Created
Most groups auto-generate. When ProPays sync from a recurring route, Protiv automatically groups them by route + period.
You can also manually create a Group ProPay from the ProPay list.
How Group Approval Works
When you approve a Group:
- Open the Group ProPay
- Review each member ProPay
- Resolve disqualifiers + penalties at the group OR member level
- Click Approve Group
- All member ProPays approve in sequence
A member ProPay inside a group can't be approved individually. You approve through the group.
Editing Within a Group
You can:
- Edit individual ProPay budgets within the group
- Remove a worker from a single ProPay
- Apply penalties to specific members
Open the group, drill into the member ProPay, edit, save.
Group Conflicts
Sometimes a member ProPay has conflicting data with the group config (different bonus pool, different distribution type). Protiv flags this as a "group conflict."
Resolve by either:
- Aligning the member ProPay to the group's settings
- Removing it from the group
Common Mistakes & How To Fix Them
"I'm trying to approve a single ProPay but it says it's part of a group" Approve the group instead. Member ProPays approve together.
"I added a new worker to a member ProPay and it broke the group" Group conflicts are flagged. Resolve the conflict before approving.
"My route should be groups but it's showing as individual ProPays" Check the route configuration. Routes need to be set up for grouped ProPays.
Related Articles
- What is a group conflict?
- How can I edit bonus pools for ProPays that are part of a group?
- How do I remove a worker from a Group ProPay?
- How do I approve a Group ProPay?