How Do I Add a Deduction to a Worker’s Bonus Statement?

 

When should deductions be added in Protiv?

Deductions are added after work has already been approved and are recorded on the worker’s bonus statement.

This is the correct place to document deductions so that:

• Payroll stays clean

• Statement totals stay accurate

• Workers can clearly see what was deducted and why

Deductions do not move money immediately. They are applied later during payroll processing.

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Common deduction scenarios
(context only)

Every company is different, but deductions are commonly used for things like:

• Damaged equipment

• Missed or incomplete paperwork

• Excessive tardiness

• Failure to clock in or out

Protiv does not decide why a deduction exists.
It simply provides a clean, documented place to record deductions based on your company policy.

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Before you add a deduction

Confirm the following first:

• A ProPay or Group ProPay has already been approved

• The worker’s bonus statement is Open

You cannot add deductions to:

• Unapproved work

• Paid statements

• Closed statements

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How to add a deduction

Step 1: Navigate to bonus statements

1. In the left navigation, go to Incentives

2. Click Bonuses

3. Select the Statements tab

Bonus statements group bonuses and deductions by worker and are the final adjustment point before payroll.

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Step 2: Open the correct statement

1. Confirm the Status filter is set to Open

2. Locate the correct worker for the statement period

3. Click the Statement ID (starts with ST-)

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Step 3: Review the statement overview

At the top of the statement, do a quick check:

• Worker name

• Statement period

Optionally review:

• Total bonuses

• Total deductions

• Net payout

This helps you understand the full picture before making changes.

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Step 4: Add the deduction

1. Scroll to the Deduction section

2. Click Add Deduction

3. Enter the deduction amount

4. Select the deduction purpose from the dropdown

5. (Optional) Link the deduction to a job

6. (Optional) Add a reference note for documentation

7. Click Add Deduction

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Step 5: Confirm the deduction

• The deduction appears under the Deduction section

• Totals update automatically

• Net payout adjusts right away

No money is paid at this step.

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How to fix a mistake

Each deduction appears as a line item with actions on the right.

🗑️ Void a deduction

Use Void if the deduction should not exist.

• The deduction is removed from totals

🛑 Hold a deduction

Use Hold if the deduction is valid, but should not apply yet.

• Enter a number of days, or

• Select “I’m not sure” to hold it indefinitely

🚀 Release a held deduction

• Locate the held deduction

• Click Release

• The deduction becomes active again on the statement

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What happens next?

• The statement remains open

• No money moves yet

• Deductions are applied later during payroll

• Statements are finalized when they are marked as paid

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Final takeaway

• Approve the ProPay or Group ProPay first

• Deductions are added at the statement level

• Document clearly to avoid confusion

• Fix mistakes with hold or void

• Payout happens later during payroll

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