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How do Groups work in Protiv?

Groups bundle ProPays by route and time period so managers can track work, filter results, and approve bonuses with less hassle.

If you’re brand new to Protiv, here’s the deal: Groups help you make sense of ProPays. Instead of looking at every ProPay one by one, Groups roll them up by crew and time period so managers can see the big picture, stay on budget, and approve bonuses fast.

Step 1: Why Groups exist

Here’s the chain:

  • A job gets logged in Protiv.

  • Jobs create ProPays (performance-pay opportunities).

  • ProPays get bundled into Groups by crew route and time period.

So if a crew runs a route for the week, all their ProPays for that period show up together in one Group.

Step 2: How to get to Groups

  1. In Protiv, go to the Incentives section.

  2. Click ProPays.

  3. Open the Groups tab.

Step 3: What you’ll see in a Group

Each Group has its own ID (like PPG 107) and shows tiles with key info.

Here’s what each tile means:

  • Budgeted hours: total hours planned for the crew. Example: 100 planned, 80 worked = 20 hours available for bonus.

  • Budgeted dollars: the dollars tied to that work. Example: $2,500 budgeted for the jobs.

  • Completed jobs/milestones: progress so far. Example: 7 of 10 jobs finished. This easily shows if the crew is pacing to hit or miss their bonus in both hours and dollars.

  • Scheduled vs eligible ProPays: jobs assigned vs the ones that actually qualify for bonuses. Example: 19 scheduled, 12 eligible.

This makes it easy to tell at a glance if a crew is on track to earn a bonus.

Step 4: How to filter Groups

At the top of the Groups tab, you’ll find filters. Use them to drill down:

  • Status: focus on jobs within a specific status— all, active, approved, paid or canceled.

  • Manager: choose a particular manager to view— all or by the manager's name.

  • Crew Lead: choose a particular crew lead to view— all or by the crew lead's name.

  • Progress: focus on Groups that are on schedule or behind schedule.

  • Dates: choose all periods, weekly, or a custom date range. (Custom ranges follow your route periods, not just random dates.)

  • Other filters are being added over time. 

Step 5: Approving Groups

Once you’ve reviewed the data, you can approve the Group.

  • Check the budget and progress tiles.

  • If everything looks good, approve it.

  • Approval pushes those ProPays forward into the payout process.

Step 6: Handling conflicts

Sometimes crews overlap. Example: two routes both clock into the same work ticket. Protiv doesn’t know who to credit, so it flags a Group Conflict.

In the Group Conflicts section, you can:

  1. Assign the ProPay to one route, or

  2. Approve separately so both crews get their fair share.

Best practice: approve separately. It’s simpler and keeps payouts accurate.

Step 7: Why Groups matter

Groups aren’t just a reporting tool. They:

  • Cut down the noise so you don’t chase individual ProPays.

  • Help managers stay on top of budgets.

  • Make approvals faster.

  • Keep bonuses fair and visible, so crews stay motivated.

Bottom line: ProPays track the details, but Groups give you the big picture. Use them to manage work cleanly, approve confidently, and make sure your crews see the pay they’ve earned.