This article explains the different actions you can take on bonus statements in Protiv, both individually and in bulk.
Protiv's Bonuses page offers a variety of actions to help you manage your bonus statements efficiently. These actions can be performed on individual statements or in bulk.
Individual Statement Actions 👤
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View Details (▸): Click the arrow next to a statement to see a detailed breakdown of the bonus calculation, including the associated ProPays, hours worked, bonus amounts, and any deductions.
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Mark as Pending/Mark Close: Depending on the statement's status, you can either mark it as pending (to reopen a closed statement) or mark it as closed (to finalize a pending statement).
Bulk Actions 🧑🤝🧑
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Mark Close: Close multiple pending bonus statements at once.
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Add Bonus: Add a bonus amount to multiple statements.
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Add Deduction: Deduct an amount from multiple statements.
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Merge Statements: Combine multiple statements for the same worker into one.
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Mark as Pending: Reopen multiple closed statements.
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Export: Download a CSV file containing the selected bonus statements.
How to Perform Bulk Actions 🛠️
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Select Statements: Check the boxes next to the bonus statements you want to modify.
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Click "Bulk Actions": This button will appear in the orange ribbon at the top of the page.
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Choose Action: Select the desired action from the dropdown menu.
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Follow Prompts: Depending on the action, you may need to enter additional information (e.g., bonus amount, deduction amount).
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Confirm: Review your selections and click "Confirm" to apply the changes.
🚨 Important Note: Some actions, like closing statements and adding/deducting bonuses, may require specific permissions.
💪🏼 Pro Tip: Use the search and filter options to quickly find the bonus statements you want to modify.