Protiv Launch Journey: From Training to Going Live

A step-by-step guide to preparing, launching, and growing your incentive program

The Protiv Launch Journey guides administrators through the full setup process, from learning how Protiv works to launching the program with the team.

The journey is divided into four steps:

1. Training
2. Prepare for Your Launch
3. Launch the Program
4. Optimize Success

Each step is designed to help your company feel prepared before employees begin using Protiv.

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Step 1: Training

a. Learn Protiv hands-on

The first step helps administrators learn how to use Protiv by completing hands-on training activities.

Administrators work through 14 achievements organized into training sections. Each section includes short videos and practical activities inside the platform.

b. Run Your Jobs

Learn how jobs and budgets work in Protiv by completing activities such as:

• Adding a labor budget to a job
• Completing a job
• Adding progress to a milestone
• Learning how your integration sends information to Protiv
• Creating a Look-Ahead Schedule, if applicable

c. Approve Incentives

Practice reviewing and approving the incentive types your company plans to use:

• Approve a ProPay
• Approve a ProPay Group, if applicable
• Approve a ProGoal, if applicable
• Approve a ProPhase, if applicable

Some activities may be optional depending on your company’s incentive program.

d. Payroll and Payout

Learn how to complete the final payroll steps:

• Mark a bonus statement as paid
• Download a payroll report
• Display the Leaderboard in full-screen mode on a television or shared monitor

e. Team Adoption

Prepare your employees to begin using Protiv:

• Download the Protiv crew app using the QR code or app-store links
• Invite employees to join your company in Protiv

The Training area also includes a Team tab, where administrators can access the Manager Leaderboard.

f. Practice Using Demo Data

Administrators can load sample jobs and budgets into the account for training purposes.

This allows you to practice setting budgets, reviewing jobs, and approving incentives without changing information connected to real jobs.

 

After completing the training, an administrator selects:

f. I’m ready — prepare for launch

This opens the Launch Wizard, where the administrator will:

After the wizard is completed, Step 2 becomes available.

At this point, the account is only being prepared for launch. Employees are not automatically notified.

Step 2: Prepare for Your Launch

Get everything ready to launch

a. Confirm Company Settings

Depending on your company’s setup, this may include:

• Bonus statement schedule
• Transaction timing
• Negative balance handling
• Deferred bonus settings
• Employee wages
• Non-billable time
• Drive time
• Job budget setup

Some settings may be completed or skipped automatically based on your connected job-management or time-tracking system.

b. Set Up Your Incentives

This may include:

• Selecting ProPay or a ProGoal incentive type
• Choosing eligible branches, divisions, routes, roles, or employees
• Confirming the labor budget
• Setting the bonus pool
• Choosing how the bonus is divided among the crew
• Adding a waiting period before bonuses are released
• Configuring disqualifiers and penalties

These settings determine which jobs and employees are eligible to earn incentives.

c. Set Up Your Management Team

The setup generally follows this order:

• Job managers
• Administrators
• Crew leads
• Incentive approvers
• Payroll owner

The crew-lead setup may be skipped for companies that receive this information automatically through integrations such as Aspire, BOSS, LMN, or Salesforce.

Administrators must also identify:

• Who will review and approve incentives
• Who will manage payroll and bonus statements

d. Schedule Your Rollout

This section includes:

• Field training, which is required
• Leadership training, which is optional
• The Crew Training Presentation
• The option to invite your crew

The crew invitation remains locked until the scheduled Field Training date.

The unlock is based on the scheduled date. Protiv does not verify whether the training meeting was actually attended or completed.

There is no separate Finish button.

If a completed setup item is reopened or marked incomplete, Step 3 may become locked again until all requirements are completed.

Step 3: Launch the Program

a. Go live with your crew

Before launch, the Launch Day card may move through three statuses:

• Not Armed: The launch has not yet been prepared for activation.

• Armed and Counting Down: The program is scheduled and ready for the selected launch date. This status does not automatically notify employees.

• Live: The program is officially active, and the company can begin running incentives with the crew.

b. What Happens After Launch?

Once the program is live, the Launch Day area is organized into four sections.

c. Get Your Crew on the App

Confirm that employees have downloaded the Protiv app, accepted their invitations, and can access their accounts.

d. Approve Incentives

Begin reviewing and approving completed ProPays, ProPay Groups, ProGoals, or ProPhases.

e. Pay Bonuses

Review bonus statements, download the appropriate payroll report, and mark statements as paid after bonuses have been processed.

f. Celebrate Your Win

Review the employees who earned incentives during the launch period and recognize the team’s progress.

f. Missed ProPay Notifications

After the company goes live, Protiv may display a notification if jobs that should have generated ProPays were missed.

Administrators should review these notifications to confirm that eligible jobs, budgets, attendance records, and employees are being received correctly.

Step 4: Optimize Success

Tune and grow after launch

Step 4 is planned as the ongoing optimization stage of the Protiv Launch Journey.

However, this step is still being developed and currently displays a Coming Soon message.

Administrators should not expect additional Step 4 activities or requirements at this time.

Some tools that may appear related to long-term optimization are already available outside Step 4, including:

• The Manager Leaderboard
• The Launch Earners Report
• Missed ProPay reviews

These tools can be accessed directly and are not dependent on completing or unlocking Step 4.

By following each stage of the Launch Journey, administrators can learn the platform, confirm their program settings, prepare employees, and begin running incentives with confidence.