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How do I hold a bonus line item?

Pause a line item from paying out, on demand.

Purpose

A line item normally moves from Held to In Process automatically after the waiting period. But sometimes you need to manually hold a line item that's about to pay — because something needs review.

When To Use This

Use this when:

  • A customer complaint just came in and you need to pause the bonus
  • A quality issue surfaced after work completion
  • Audit caught an error that needs investigation
  • You need to delay payout to next period for any reason

Quick Path

  1. Open Bonuses → Line Items
  2. Find the line item
  3. Click the actions menu
  4. Click Hold
  5. Confirm

Step-by-Step

Find the line item. It should be in In Process or recently In Process state.

Click the actions menu and select Hold.

A confirmation modal opens. You can add a note explaining why it's held. Save.

The line item moves to Held status. It stays there until you release it.

What Held Means

A held line item:

  • Doesn't pay out
  • Stays on the dashboard's Held Bonuses section
  • Can be released, voided, or extended

Resolving Held Items

Three paths:

  • Release — Item goes back to In Process and pays out
  • Void — Item is canceled. Worker doesn't get this bonus.
  • Extend — Keep it held longer (e.g. push another waiting period)

Common Mistakes & How To Fix Them

  • "I held it but it still paid out" The hold may have been applied after the statement closed. Check the statement status.

  • "I want to hold all my bonuses" That's what waiting periods are for. Configure the pool's waiting period instead of manually holding everything.

  • How do I release a held line item?
  • How do I void a bonus in Protiv?
  • What are safeguards in Protiv?