How do I reverse an approved ProPay in Protiv?

Purpose

This article explains how to reverse an Approved ProPay in Protiv.
Use this when something needs to be fixed before bonuses are paid.

When To Use This

• You approved a ProPay too early.
• Job data, time, or bonus details need adjustment.
• Payroll hasn’t paid the ProPay yet.
• You need to send a ProPay back to Active status.

Before You Start

• The ProPay must be Approved, not Paid.
• You must have permission to manage ProPays.
• No bonus from the ProPay can have been paid out yet.

Step-by-Step Instructions

Step 1 — Open the approved ProPay

• Find the ProPay that is marked Approved.
• Confirm it has not been paid.

Step 2 — Reverse the approval

• Use the option to undo or reopen the approval.
• This moves the ProPay from Approved back to Active status.

Step 3 — Review what resets

When approval is reversed:

• Bonus amounts are cleared.
• Bonus line items are removed from statements.
• The ProPay is unlocked for changes.

This is expected behavior.

Step 4 — Make your adjustments

• Update job data, time, or bonus details as needed.
• Review everything carefully.

Step 5 — Re-approve the ProPay

Once changes are correct, approve the ProPay again.
New bonus calculations will be created based on the updated data.

Examples

• Fixing incorrect time
  A ProPay was approved before all hours synced.
  You reverse approval, wait for the correct data, then re-approve.

• Adjusting bonus logic
  A bonus split was wrong.
  You unapprove, fix the setup, and approve again.

Common Mistakes & How To Fix Them

• Trying to reverse a paid ProPay
  Fix: Paid ProPays cannot be reversed. Contact support if this happens.
• Forgetting bonuses will recalculate
  Fix: Always re-review bonus amounts after re-approval.
• Editing before unapproving
  Fix: Reverse approval first, then make changes.
• Group ProPay confusion
  Fix: If the ProPay is part of a group, the group approval must be reversed.