This article will guide you through configuring ProPay settings in Protiv, allowing you to customize the ProPay process to best suit your company's needs. 🛠️
Protiv's ProPay settings allow you to tailor the ProPay process to your company's specific workflow and preferences. Here's how to configure these settings:
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Access ProPay Settings:
- Log in to your Protiv account.
- On the left-hand side of your dashboard, you'll see a navigation pane with various sections like Dashboard, ProPay, Bonuses, etc.
- Click on the "Settings" tab. ⚙️
- Click on the "General" tab.
- Scroll down to the "ProPay Settings" section.
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Enable "Complete" Status (Optional):
- Toggle this option on if you want to add a "Complete" status to your ProPays.
- This status acts as a holding pattern before final approval, allowing you to review ProPays before marking them as "Approved."
- This is particularly useful for companies that review ProPays weekly or bi-weekly.
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ProPay Statuses:
- 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 (Optional): A holding status 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. 🚪
Important Note: Only Admin users have access to the Settings page. These settings will apply company-wide.