What is the purpose of the Dashboard in Protiv?

Purpose

The Dashboard in Protiv is your daily action center. It shows open tasks, required updates, and bonus-related items that need review so nothing gets missed and work keeps moving.

When To Use This

It is designed for Managers and Admins to quickly:

• See what needs attention

• Take required actions

• Keep jobs, ProPays, and bonuses moving

If an action is required, it will appear on the Dashboard.

Before You Start

Before using the Dashboard, make sure:

• You are logged into Protiv
• You have permission to view jobs, ProPays, or bonus statements (Admins & Managers) 
• Jobs and ProPays already exist in the system

Step-by-Step Instructions

Step 1 — Treat the dashboard as your task list

At the top of the dashboard, Protiv shows a clear message explaining its purpose.

The dashboard is not for setup or deep reporting. It is built to surface action items only.

If something appears here, it needs attention.

Step 2 — Set filters for your view

At the top of the dashboard, you can filter by:

Branches

Divisions

Manager

If your company uses these structures, select the ones that apply to you. This narrows the dashboard to only the jobs, ProPays, and bonuses you are responsible for.

Step 3 — Save your dashboard view

After selecting filters, save the view.

Saved views let you return to the same setup later without resetting filters. You can create and manage multiple saved views for different roles or responsibilities.

Step 4 — Review job progress updates

The Job Progress Updates section shows jobs and milestones that need completion updates.

You will see:

• How many jobs or milestones need updates

• Which jobs are missing required completion percentages

• Current progress compared to budgeted hours

This section exists to keep job progress accurate so ProPays and reporting stay correct.

Use Update Progress to fix missing or overdue updates.

Step 5 — Review ProPays ready to be approved

The ProPays Ready to Be Approved section shows completed work that is ready for review.

This includes:

• Individual ProPays

• Grouped ProPays

• Warnings if grouped ProPays include incomplete work

This allows managers and admins to approve bonuses without digging through ProPay lists.

Step 6 — Check recently approved ProPays

The ProPays Recently Approved section shows what has already been approved within a selected date range.

You can:

• Confirm approvals went through

• Review bonus and deduction totals

• Open approved ProPays if follow-up is needed

This is useful for double-checking work before payout.

Step 7 — Track held bonuses and deductions

The Held Bonuses & Deductions section shows bonuses or deductions that are temporarily on hold.

This includes:

Items waiting to be released

Countdown windows for release timing

Recently released items

You can release items early or adjust timing when allowed. This helps with waiting periods, compliance rules, or dispute resolution.

Step 8 — Manage bonus statements

The Manage Bonus Statements section is where payouts move toward payroll.

Here you’ll see:

• Past-due bonus statements

• Recently created statements ready to be paid

• Recently paid statements

Bonus statements are flagged as past due when one full pay period has passed. Protiv recommends processing these as soon as possible to avoid delays.

Step 9 — Review recent activity

As items move through the system, they shift to the lower sections of the dashboard.

You’ll see:

• Recently updated milestones

• Recently approved ProPays

• Recently released bonuses

This helps you quickly confirm what just happened without opening individual records.

Examples

A manager logs in, sees several jobs needing progress updates, and completes them before ProPays can move forward.

An admin notices ProPays ready for approval and clears them before payroll closes.

An owner checks held bonuses to confirm which items are scheduled to release soon.

Common Mistakes & How To Fix Them

• Using the dashboard for setup or configuration

  Fix: Use settings and management pages for setup. The dashboard is for action only.

• Ignoring job progress updates

  Fix: Keep completion percentages updated so ProPays are not delayed.

• Forgetting to review bonus statements

  Fix: Check this section regularly to avoid past-due payouts.

• Assuming the dashboard is a full reporting tool

  Fix: Use reports for deep analysis. The dashboard shows what needs attention now.