The Automation Setup page in Protiv allows you to create automated workflows for ProPay creation, saving you time and ensuring consistency. ⚙️
The Automation Setup page in Protiv is a powerful tool that streamlines your workflow by automating the creation and management of ProPays. By setting up automations, you can save time and reduce manual effort.
Key Features and Functionalities 🗝️
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Create ProPay Automations: Set up rules to automatically create ProPays based on specific triggers and conditions.
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Automation Name: Give your automation a clear and descriptive name.
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Select Jobs: Choose which jobs the automation will apply to (all jobs or specific ones).
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Automation Triggers: Define when the automation should start (e.g., when a job is created or a worker clocks in).
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Calculate ProPay Budget: Determine how the ProPay budget should be calculated (using contract price, labor budget, or hours budget).
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Select Manager: Choose the default manager for the ProPay.
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Divide Bonus: Specify how the bonus should be divided (equally or weighted by wage).
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Start Automation: Decide whether to draft the automation for later or run it immediately.
Additional Settings and Integrations ⚙️
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Advanced Features: Customize additional settings to fine-tune your automation.
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Integration with Other Systems: Connect Protiv with other systems to streamline data flow and reduce manual entry.
User Permissions and Customization 👥
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Visibility and Permissions: Control which users can create and manage automations.
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Future Updates: Look out for future updates that will bring even more customization options.
Important Note: You must have an integration set up to use automations. If you don't have an integration, you'll need to create ProPays manually.