Managing ProPay
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      1. Protiv Knowledge Base
      2. ProPay
      3. Managing ProPay

      How do I view and manage the details of a ProPay in Protiv? 🧐

      This article provides a detailed guide on how to view and manage individual ProPay details in Protiv, including accessing performance metrics and worker information.

      Protiv's ProPay page allows you to dive deep into the details of each individual ProPay, giving you valuable insights into job progress, worker performance, budget adherence, and bonus potential.


      Accessing ProPay Details       🔍

      1. Go to the ProPay Page: Click on the "ProPay" tab on the left side of your Protiv dashboard.

      2. Locate the ProPay: Find the specific ProPay you want to view. You can use the search and filter options to narrow down the list.

      3. Click on the ProPay Title: Clicking on the ProPay title will open a new page displaying the ProPay details.


      Viewing and Managing ProPay Details       📝

      The ProPay Details page is divided into three main sections:

      1. Header:

        • ProPay Title: The name of the ProPay.
        • Job Name (if applicable): The name of the job associated with the ProPay, if you have an integration connected.
        • Manager: The person in charge of the ProPay.
        • Progress Status Bar: Shows the current status of the ProPay (Pending, Started, Completed, Approved, or Closed).
        • Bonus Pool Split (if enabled): Displays the percentage of the bonus pool allocated to workers and the company.

      2. Overview Tab:

        • Budget Details:
          • Budget: The estimated cost of the job, either in dollars or hours.
          • Actuals: The actual cost and hours spent on the job.
          • Variance: The difference between the budgeted and actual amounts, indicating whether the job is under or over budget. This is the potential bonus amount.
          • Bonus Pool (if enabled): Shows the breakdown of the variance amount allocated to the worker pool and the company pool.
        • Bonus Goals:
          • Allows managers to set bonus goals for the team or individual workers based on percentage of completion or a specific goal time.
          • Displays the potential bonus, percentage wage increase, and goal time for workers to see.
        • Worker Tab:
          • Lists all workers assigned to the ProPay, along with their wage, hours worked, base pay, bonus, total earnings, ProPay rate, and percentage increase.
          • Provides actions to change wage, remove user, or remove bonus for each worker.
          • Includes an "Add Worker" button to manually add workers to the ProPay.
        • Activity Tab:
          • Logs all changes made to the ProPay, such as edits to the budget, bonus, or worker assignments.

      3. Time Tab:

        • Displays all time entries for the specific ProPay.
        • Shows an overview of total hours, total entries, and unassigned entries.


      Important Note:       The available actions may vary depending on your user permissions and the status of the ProPay. There may be some variations to this screen depending on how Protiv is set up for your business. 

      💪🏼 Pro Tip: Regularly review the ProPay Details page to monitor job progress, track worker performance, and ensure that your projects are staying on budget.