How Do I Review, Pay Out, and Export Bonus Statements for Payroll?

---

---

Step 1: Navigate to Bonus Statements

1. In the left navigation, go to Incentives → Bonuses.

2. Click the Statements tab at the top of the page.

---

Step 2: Filter Bonus Statements for Payroll

1. Set Status = Open.

2. Filter to the statement period you are paying.

   • Most of the time, this will be the current period.

   • Do not mix statement periods in a single payroll run.

3. Confirm that only unpaid statements for the correct period are visible.

---

Step 3: Mark Bonus Statements as Paid (Bulk – Recommended)

This is the standard workflow for most payroll runs.
Bulk payout assumes earlier steps already served as quality-control checkpoints.

1. Select the checkboxes next to the statements you want to pay.

   In most cases, this will be all visible statements.

2. Use the bulk action ribbon and click Mark as Paid.

In the confirmation pop-up:

• Review the statements listed

• Select a Pay Date

• Assign the correct Pay Period for that pay date

Important:
Once marked as paid, statements are locked to prevent accidental changes.
If changes are needed later, the statement must be reopened.

1. Click Confirm and Mark as Paid.

You’ll see a confirmation message stating:

• Statements are locked and finalized

Choose View Bonus Report to continue.

---

Step 4: Export the Payroll File

You are now in Analytics → Reports → Bonuses for Payroll.

1. Filter by:

   • Pay Date

   • Payroll Period

2. Review the totals to ensure they match what you just paid.

3. Click Export in the top-right corner.

4. Download the Excel file.

---

Reopen a Statement
(If Marked Paid by Mistake)

If the wrong statement was marked as paid:

1. Stay in the Bonuses for Payroll report.

2. Filter to the correct pay date and/or payroll period.

3. Click the worker’s name.

4. Click the Statement ID to open the statement.

5. Click Mark as Open.

6. Confirm reopening the statement.

Important:
Statements must be reopened one at a time.
There is no bulk reopen.
Reopening a statement may require re-exporting payroll files.

---

Mark a Statement as Paid
(Individual – Rare Case)

This flow is used only when correcting a single statement.

1. Go back to Incentives → Bonuses → Statements.

2. Set Status = Open and filter to the correct statement period.

3. Locate the statement row.

4. Under Actions (three dots), click Mark as Paid.

In the pop-up:

• Select the pay date
• Assign the pay period
• Click Mark as Paid.
• In the confirmation pop-up, click View Bonus Report if another export is needed.

---

Final Summary

• Filter to Open statements for the correct statement period

• Mark statements as paid (usually using bulk actions)

• Use View Bonus Report to access the payroll export

• Export the Excel file from Bonuses for Payroll

• Remember: Protiv locks bonus data, but payroll runs outside Protiv

• When in doubt, pause and review before marking statements as paid

---