This article provides step-by-step instructions on how to configure the general settings in Protiv, including overtime rules, time formats, and more. Only Admins have access to this page to make company-wide changes. 🛠️
The General tab in Protiv's Settings section allows you to customize various aspects of the platform to align with your company's preferences and local labor laws. Here's how to configure these settings:
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Access the General Settings:
- Log in to your Protiv account.
- On the left-hand side of your dashboard, you'll see a navigation pane with various sections. Click on the "Settings" tab. ⚙️
- Click on the "General" tab.
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Overtime Settings: ⏰💰
- Weekly Overtime: Set the threshold (in hours) at which overtime pay begins for a week and the multiplier for overtime pay (e.g., 1.5x the regular hourly rate). Remember that overtime regulations vary by location, so be sure to comply with your local laws.
- Daily Overtime: Set the threshold (in hours) at which overtime pay begins for a single day and the multiplier for overtime pay.
- Seventh Consecutive Day Overtime: Enable this option if your company pays additional overtime for work on the seventh consecutive day. This also varies by location, so reference your local laws.
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Additional Settings:
- Time Format: Choose between 12-hour (e.g., 1:00 PM) or 24-hour (e.g., 13:00) format. 🕛🕒
- Hours Per Day Referenced: Set the standard number of hours in a workday (e.g., 8 hours).
- Hours Total Calculations: Choose how you want total hours calculated:
- Hours and Minutes: Displays hours and minutes (e.g., 8 hours 30 minutes).
- Decimal Format: Displays hours as decimals (e.g., 8.5 hours).
- Time Zone: Select the time zone for your company's location. This is important for accurate time tracking and notifications. If your time zone isn't listed, contact Protiv support at help@protiv.com. 🌎
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Payroll and Time Settings: 🗓️💲
- Payroll Cycle: Choose your company's payroll frequency (weekly, bi-weekly, semi-monthly, or monthly).
- Period Start Date: Select the day of the week or month when your payroll period begins.
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Propay Settings:
- Add an optional "Complete" status to your ProPays: This can be used as a holding pattern before approving ProPays, and is often helpful for those who review ProPays weekly or bi-weekly.
- Status explanations for ProPays:
- Pending: This is the initial status when you first create a ProPay. There is no time data associated with it. Work has not started. 💤
- Started: There is at least one employee, with at least one minute clocked in on the job. Work has started. 🏃
- Complete: An optional status that acts as a holding pattern before final approval, often used for weekly or bi-weekly reviews.
- Approved: The ProPay has been approved and is ready for payment to the worker. ✅
- Closed: The ProPay has been paid out and is complete. 🚪
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Bonus Statement Settings:
- Group bonuses in statements: Choose how often your company will pay bonuses (weekly, bi-weekly, semi-monthly, or monthly).
- Add negative ProPay balance to worker statements toggle (optional):
- Example: If a worker has earned a $100 bonus on one ProPay but incurred a $25 overage on another ProPay within the same statement period, enabling this toggle would result in a net bonus of $75 on their statement. 🤑
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Bonus Pool: 🍯
- Bonus Pool: This setting allows you to set aside a portion of the savings from a job into a pool. This pool can be used for various purposes, such as mid-year bonuses, retention bonuses, or other discretionary payouts.
- You can decide how much of the job savings to allocate immediately to the workers and how much to hold in the pool.
- The toggle gives you the flexibility to adjust these parameters based on your company’s needs. This feature ensures that you have control over how bonuses are distributed and can use the savings strategically to incentivize employees over the long term.
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Save Changes: After making any changes, click the "Save" button at the bottom of the page to apply your new settings.💾
Important Note: Only Admin users have access to the Settings page. These settings will apply company-wide.