How Do I Review and Approve Individual ProPays in Protiv?

 

Before any bonus is earned, the job has to be reviewed.

This article walks through the recommended way to review and approve completed individual ProPays using the Protiv dashboard.

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When Individual ProPays Appear for Approval

Individual ProPays only appear when they are ready to be approved.

You’ll see an individual ProPay in the dashboard only when:

• The job or milestone is marked complete

• The individual ProPay is eligible for approval

If the job isn’t complete yet:

• You won’t see the individual ProPay here

• That’s expected behavior

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Where to Go

1. Log into Protiv.

2. You’ll land on the Dashboard by default.

3. If needed, click Dashboard in the left navigation (first menu item).

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Bulk Approve Individual ProPays
(Option A — Fast Path)

Bulk approval is commonly used when:

• Jobs look clean

• Numbers align with expectations

• No deep investigation is needed

Steps:

1. On the Dashboard, find ProPays Ready to Be Approved.

2. Click View.

3. In the list of individual ProPays:

   • Select the checkboxes next to the ProPays you want to approve.

4. Scroll to the top and locate the bulk action ribbon.

5. Click Approve.

6. In the confirmation pop-up:

   • Review the overview

   • Adjust the approval date if needed

   • Click Approve ProPay

7. Confirm the success message.

8. Optional: click View Items to open the line item list.

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Review and Approve One Individual ProPay
(Option B — Detailed Path)

Use this path when something looks off or needs closer review.

1. From the list, click a Reference Number (e.g. PP44).

2. The individual ProPay opens in a new tab.

Review Financials

1. In the Financial section, review:

   • Bonuses

   • Hours

   • Labor budget

Review Workers

1. In Team Bonuses and Deductions:

   • Confirm the correct workers are listed

   • Remove a worker if needed (under Actions)

Review Bonus Pool

1. In Bonus Pool:

   • Review the split

   • Click Edit if adjustments are needed

   • Changes apply only to this individual ProPay

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Finish Approval

1. Click Approve.

2. In the confirmation pop-up:

   • Review the overview

   • Adjust the approval date if needed

   • Click Approve ProPay

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Unapprove an Individual ProPay
(Fix a Mistake)

If you approved the wrong individual ProPay:

1. Return to the Dashboard

2. Find ProPays Recently Approved

3. Click View

4. Locate the individual ProPay by Reference Number

5. Click Unapprove

6. Confirm

What happens:

• The individual ProPay returns to ready-to-review

• No money moves

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What Happens Next?

After approval:

• Individual ProPays become bonus-eligible

• They appear on Bonus Statements

• Bonuses are not paid yet

• Additional bonuses or deductions happen later

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Final Summary

• This workflow is for individual ProPays only

• Only completed work appears

• Bulk approve when things look clean

• Review individually when needed

• Approval does not pay bonuses

• Mistakes can be fixed by unapproving