Creating ProPay
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      3. Creating ProPay

      What is the Create ProPay page in Protiv, and how does it work? 💰

      The Create ProPay page in Protiv is where you manually set up job incentives (ProPays) to motivate your team and track their performance. 💼

      The Create ProPay page in Protiv is your starting point for setting up job incentives, also known as ProPays. ProPays are a great way to motivate your team and reward them for efficient work. There are two ways to create a ProPay:

      1. Manually (No Integration): ✍️

      If you're not using a time-tracking integration, you'll need to create ProPays manually. Here's how:

      1. Go to the ProPay page and click the orange "Create ProPay" button in the upper right corner.
      2. Click the dropdown to select or create a new job.
      3. Select a manager. If a manager is not listed, you can assign or create one right from the dropdown.
      4. Enter the labor budget as a dollar value or hours. If you need help, you can refer to the Budget Help tool for additional support.
      5. (Optional) Add milestones to break down the ProPay into smaller phases or goals.

      2. Automatically (With Integration and Automations): 🤖

      If you have a time-tracking integration connected to Protiv and have set up automations, ProPays can be created automatically based on your predefined rules. This saves you time and effort!


      Key Fields on the Create ProPay Page       📝

      • Job: Select the job that the ProPay is for.

      • Manager: Choose the person responsible for managing the ProPay.

      • Labor Budget: Enter the estimated cost of the job, either in dollars or hours.

      • Milestones (Optional): Break down the ProPay into smaller phases or goals.


      Additional Settings       ⚙️

      Click on "Additional Settings" to customize:

      • Bonus Split Type: Choose how the bonus will be divided among workers (hours worked, hours and wage, or percentage).

      • Bonus Pool: Decide if you want to set aside a portion of the savings for a bonus pool.

      • Lead Pay Budget: Set an additional bonus for the crew lead.

      • Assign Team: Choose the workers you want to assign to the ProPay.

      • Notes: Add any relevant notes or comments about the ProPay.


      Important Note:       If you have an integration, Protiv will automatically pull in job information from your integrated system.

      Pro Tip: When workers clock in, they will be assigned to the ProPay automatically, whether you have an integration or are importing an attendance file.