How do I delete a ProPay in Protiv?

Purpose

This article explains how to delete a ProPay in Protiv and when deletion is allowed. Deleting a ProPay helps fix setup mistakes without breaking payroll or audit history.

When To Use This

Use this if:

• A ProPay was created by mistake
• The job data is wrong and needs a clean reset
• A ProPay should never be paid out
• You need to remove a ProPay before payroll

Before You Start

• You must be an Admin or Manager
• You must be using the web dashboard
• The ProPay must meet deletion requirements
• Bonuses tied to the ProPay must not be paid

 Step-by-Step Instructions

Step 1 — Open the ProPay

Go to the ProPay list in the web, find the propay in the seach bar and open it.

Step 2 — Open the Actions menu

In the ProPay details view, click Actions (three dots menu).

Step 3 — Delete the ProPay

Select Delete from the menu.

Step 4 — Confirm deletion

Confirm the deletion in the modal. The ProPay is removed from active workflows.

When You Can and Cannot Delete a ProPay

You can delete a ProPay if:

• The ProPay status is Active or Approved
• No bonuses tied to the ProPay have been paid
• The ProPay is not part of a ProPay Group

You cannot delete a ProPay if:

• Any bonus tied to it has already been paid
• The ProPay is locked due to payout
• The ProPay belongs to a ProPay Group (remove it from the group first)

What Happens When You Delete a ProPay

• The ProPay is soft-deleted and removed from active views
• Unpaid bonus line items are marked as deleted
• Job and worker history stays intact
• An audit trail is kept for compliance

Deleted ProPays can be restored if needed.

Reactivating a Deleted ProPay

If a ProPay was deleted by mistake:

1. Open the deleted ProPay
2. Open Actions
3. Select Activate

The ProPay returns to an active state.

Alternatives If You Can’t Delete

If deletion isn’t available, consider:

• Unapprove
  Use this if the ProPay was approved too early and needs edits.

• Remove from Group
  Required before deleting grouped ProPays.

• Cancel
  Use this when a ProPay shouldn’t move forward but needs to remain on record.

Common Mistakes & How To Fix Them

• Trying to delete after bonuses are paid
  Fix: Paid ProPays cannot be deleted. Use reporting instead.

• Deleting instead of canceling
  Fix: Use Cancel for business-rule changes, Delete for true mistakes.

• Forgetting grouped ProPays
  Fix: Remove the ProPay from its group first.