How do I apply additional bonuses and deductions?

Purpose

This article shows how to apply additional bonuses and deductions in Protiv. These adjustments let you reward positive outcomes or account for issues or corrections on top of an existing ProPay, while keeping payroll accurate and auditable.

Additional bonuses and deductions do not stand alone. A worker must have at least one ProPay on their statement for these adjustments to apply.

When To Use This

Use this when:

• You already have at least one ProPay on a worker’s statement
• You need to add a one-time bonus or deduction tied to that statement
• The adjustment should not come from ProPay calculations
• You need to recognize extra effort or account for issues or corrections

Before You Start

Before adding bonuses or deductions:

• The worker must already exist in Protiv
• The statement must include at least one ProPay
• The ProPay should be approved or approvable
• You must have permission to manage bonuses and deductions

Quick Path

1. Go to Bonuses.
2. Open Line Items or a worker Statement.
3. Add a bonus or deduction and select a purpose.
4. Review it on the worker’s statement.

Step-by-Step Instructions

Step 1 — Open the Bonuses area

From the dashboard, go to Bonuses.

You’ll see two main sections:

• Statements for worker pay statements

• Line Items for individual bonus and deduction entries

Step 2 — Add a bonus or deduction

You can add bonuses or deductions from two places.

Option A: From Line Items

1. Go to Bonuses → Line Items.

2. Click Add Bonus or Add Deduction.

Option B: From a worker statement

1. Go to Bonuses → Statements.

2. Open a worker’s statement.

3. Click Add Bonus or Add Deduction.

Step 3 — Fill out the bonus or deduction form

Complete the fields in the modal.

• Amount
  Enter the dollar amount.

• What’s the purpose of the bonus / deduction?
  Select a reason from the dropdown list.

  If you choose Other, a text box appears and you must enter a custom description.

• Link a job (optional)
  Attach the adjustment to a specific job.

• Reference note (optional)
  Add extra context for payroll records or audits.

Step 4 — Save the bonus or deduction

Click Add Bonus or Add Deduction.

The line item immediately appears on the worker’s statement and is included in calculations.

Qualifiers for additional bonuses

Use additional bonuses to recognize outcomes or behavior that fall outside normal ProPay earnings.

Common bonus purposes include:

• 5 Star Review
  Example: A customer leaves a verified 5-star review mentioning the worker.

• Perfect Attendance
  Example: No late arrivals or absences during the pay period.

• Employee of the Month
  Example: Internal recognition for consistent performance.

• Quality Review
  Example: Supervisor documents exceptional workmanship.

• Clean Shop / Clean Job-site
  Example: Work areas are left clean without follow-up.

• Positive Review / Positive Performance Review
  Example: Manager documents strong results during a review.

• Above & Beyond
  Example: Worker helps another crew or finishes work outside normal scope.

• Christmas Bonus
  Example: Discretionary holiday bonus.

• Paperwork Complete / Collect Final Payment on Final Day
  Example: All closeout tasks are completed correctly and on time.

• Other
  Use when none of the preset options apply.
  A clear custom explanation is required.

Qualifiers for deductions

Use deductions to account for issues or corrections related to work quality, compliance, or preventable costs.

Common deduction purposes include:

• Broke Equipment
  Example: Equipment damage caused by misuse.

• Negative Customer Review
  Example: Documented complaint tied to the worker’s actions.

• No-Show to Work / Late to Work
  Example: Missed shift or repeated tardiness.

• Parking Tickets / Speeding Tickets
  Example: Tickets incurred while operating a company vehicle.

• Negative Performance Review
  Example: Formal review documents unmet expectations.

• Messy Job-site
  Example: Job left incomplete or unclean.

• Broken Customer Item
  Example: Customer property damaged during work.

• Paperwork Incomplete / Missing Pictures
  Example: Required documentation not submitted.

• Did Not Hit Deadline / No Final Walk
  Example: Milestones missed without approval.

• Correction
  Example: Fixing a previously issued bonus or deduction.

• Other
  Use when none of the preset options apply.
  A clear explanation is required for records and audits.

Common Mistakes & How To Fix Them

• Selecting “Other” without a description
  Always add a clear explanation.

• Using bonuses instead of ProPays
  Additional bonuses do not replace ProPay earnings.

• Applying deductions without context
  Use notes to maintain clarity and trust.

• Not reviewing the statement before payout
  Always confirm totals and reasons.