How do I configure company-wide pay rules?

Purpose

This article shows you how to set up company-wide pay rules in Protiv. These rules control how bonuses, budgets, overtime, and payroll timing work across your company.

Getting this right upfront prevents bad payouts, compliance issues, and crew confusion.

When To Use This

Use this when you are:

• Launching Protiv for the first time
• Standardizing pay rules across branches or divisions
• Changing how bonuses, overtime, or payroll periods work
• Expanding into new states or locations

Before You Start

Before configuring company-wide pay rules, make sure:

• You have admin access in Protiv
• Your company structure is set up (organization, divisions, branches, routes)
• You understand how you want bonuses and overtime to affect pay
• You know your payroll period and start day

Step-by-Step Instructions

Step 1 — Configure incentive settings

Incentive settings control how bonuses and incentives are calculated.

Choose where the settings apply:

• Organization-wide
• Division
• Branch
• Route

Then configure:

Budget type options include:

• Hours budget
• Labor budget
• Contract price

These determine how Protiv compares estimated vs actual performance.

Step 2 — Apply budget modifications

You can adjust budgets to be more or less aggressive.

Options include:

• Increase or decrease hours or labor budgets
• Set a percentage between 1–200%

Use this if you want to build in cushion or tighten performance expectations.

Step 3 — Set payroll period rules

Define how often bonuses are paid out.

Choose a payroll period:

• Weekly
• Biweekly
• Semimonthly
• Monthly
• Quarterly

Then select the payroll start day, E.g (Monday through Sunday).

These settings control bonus timing and reporting.

Step 4 — Configure bonus distribution

Decide how savings and bonuses are split.

Options include:

• Splitting job savings across bonus pools
• Creating custom bonus pools by branch

This controls who gets paid and how bonuses are shared.

Step 5 — Set cost considerations

Choose how certain costs affect bonus calculations.

You can:

• Exclude drive time from calculations
• Include burden costs

These settings directly impact available bonus dollars.

Step 6 — Configure overtime rules by branch

Overtime rules are set per branch based on location.

For each branch:

• Select country
• Select state or province

Protiv automatically applies location-based overtime thresholds, including:

• Daily overtime limits
• Weekly overtime limits
• Seventh consecutive day rules

You also choose how overtime is distributed:

• Job specific
• Weekly averaged

Step 7 — Review validation rules and save

Protiv enforces guardrails to prevent bad setups.

Key validations include:

• Contract price percentages must be 1–100%
• Budget percentages must be 1–200%
• Payroll periods and start days must be valid
• Weekly overtime is required if overtime adjustment is enabled

Fix any validation errors before saving.

Common Mistakes & How To Fix Them

• Setting budget percentages outside allowed ranges
Fix: Keep budget adjustments between 1–200%.

• Forgetting to configure overtime for a new branch
Fix: Always set location-based overtime rules when adding branches.

• Using different payroll periods across the company unintentionally
Fix: Confirm whether settings should apply company-wide or at a lower level.

• Excluding costs without understanding bonus impact
Fix: Review how exclusions affect available bonus pools.