How do I read bonus statements in Protiv?

Purpose

This article explains how to read bonus statements in Protiv from top to bottom. It covers both the Statements tab and the Line Items tab so you understand totals, details, and where every dollar came from.

When To Use This

Use this when:

• You’re reviewing bonuses before payroll
• A worker questions their bonus or deduction
• You see a rollover or negative balance
• You need to trace pay back to a job or client

Before You Start

• You must have access to Bonuses (Admins, Managers)
• Bonus statements must already exist
• Statements and Line Items show different levels of detail

Step-by-Step Instructions

Step 1 — Understand the two tabs

The Bonuses page has two tabs. Each answers a different question.

• Statements tab = “What does this worker get paid for this period?”
• • Line Items tab = “Why did this worker earn or lose this money?”

Step 2 — How to read the Statements tab (summary view)

Each row in the Statements tab represents:

• One worker
• One pay period
• A rolled-up total of all bonuses and deductions

This is the tab you use for payroll review and payout decisions.

Step 3 — Statements tab columns 

Statement ID: Unique record for that worker’s pay period.
E.g: ST-001→ Click it to see every bonus and deduction inside that statement.

Statement period: This is the payroll window. This is not the same as work dates.
E.g: "Aug 1, 2025 - Aug 7, 2025"

Name / work dates: Worker name + actual work date range
E.g: John Smith - Aug 2, 2025 - Aug 5, 2025

Bonuses: This is the total positive bonus pay for the period.
E.g: $500 Means the worker earned $500 before deductions.

Deductions: The total amount subtracted from bonuses.
E.g: -$75 means $75 was deducted for adjustments or penalties.

Net balance: The final amount paid or owed.
Bonuses + deductions + rollover.
E.g: $425 → Payroll pays $425.

Rollover amount: Money carried over from a previous period.
Only appears if the worker previously owed money.
E.g: -$50 means $50 carried forward.

Status: Current state of the statement

• Open – Statement is active and can be modified
• Paid – Statement has been paid to the worker
• Void – Statement has been cancelled/invalidated

Actions: Available operations for each statement. These change based on status.

• View: See detailed line items

• Pay: Mark as paid (requires payment date)

• Void: Cancel the statement

• Open: Reopen a paid statement

Step 5 — Line Items tab columns

Statement ID: Unique record for that worker’s pay period.
E.g: ST-001→ Click it to see every bonus and deduction inside that statement.

Name / work dates: Worker name + actual work date range
E.g: John Smith - Aug 2, 2025 - Aug 5, 2025

Amount: The value of the bonus or deduction. (Green = bonus /  Red = deduction)
E.g: $250 = bonus earned.

Status
Shows where the item is in the workflow.

• In Process: Active and being processed
• Held: Temporarily paused (shows days remaining if applicable)
• Paid: Successfully paid to worker
• Void: Cancelled/invalidated
• Deleted: Removed from system

Reference: The source record that created the item.

• ProPay Link: PP-XXXX or PPC-XXXX (PPC = callback)

• ProPay Group: Associated group if applicable

• Callback Label: Special indicator for callback jobs

• Source Note: Manual entry description if no ProPay

E.g: PP-0213→ Generated by that ProPay.

Client: Client name associated with the work
E.g: ABC Construction.

Job / milestone: Specific work that generated this bonus/deduction

• Job: is a complete project or work order - the highest level of work organization.

• Milestone: Is a phase, ticket, or task within a job - the work breakdown level.

E.g: Seasonal Maintenance 2025 / 8431 - Pruning

Actions: Available operations for each line item

• View Details: See complete line item information

• Hold: Temporarily pause processing

• Adjust: Modify held items (extend dates, change amounts)

• Release: Resume processing of held/void items

• Void: Cancel the line item

Examples & Interpretation

Statement example — clean payout

• Bonuses: $500
• Deductions: $0
• Rollover: $0
• Net balance: $500

Interpretation: The worker gets paid $500.

Statement example — rollover applied

• Bonuses: $300
• Deductions: -$50
• Rollover: -$100
• Net balance: $150

Interpretation: A previous balance reduced this period’s payout.

Line item example

• Amount: $250
• Client: ABC Construction
• Job: Kitchen Renovation
• Status: In Process

Interpretation: Bonus earned for that job and still processing.

Common Mistakes & How To Fix Them

• Looking for details in Statements
  Fix: Use Line Items for investigation.
• Assuming bonuses equal payout
  Fix: Always check Net Balance.
• Ignoring rollover amounts
  Fix: Review rollover every period.
• Confusing period with work dates
  Fix: Period is payroll timing. Work dates are labor days.
• Trying to edit paid statements
  Fix: Paid statements must be reopened or voided first.