Filtering bonus statements in Protiv helps you quickly find the statements you need, whether they are pending, closed, or associated with specific workers, jobs, or ProPays. 🎯
Protiv's Bonuses page offers a variety of filters to help you quickly find the bonus statements you need. Here's how to use them:
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Default View: When you first open the Bonuses page, it defaults to showing you bonus statements with a "Pending" status. These are statements that are ready to be paid out. 💰
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Changing the Filter:
- To see statements with a "Closed" status (already paid out), click on the "Status" dropdown menu and select "Closed." ✅
- You can also filter by other criteria like:
- Workers: See statements for specific employees. 👷♀️
- Created Date: Find statements created within a specific date range. 📅
- Reference #: Search for a statement by its unique ID. 🔢
- Statement Period: View statements for a specific pay period. 🗓️
- Paid Period: View statements that were paid out during a specific payroll period. 💲
- ProPays: Find statements associated with specific ProPays.
- Jobs: Find statements related to specific jobs. 💼
- Earnings: Filter by the bonus amount. 💰
- Close Date: Find statements closed on a specific date. 🚪
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Applying Multiple Filters: You can combine multiple filters to get very specific results. For example, you could filter for pending bonus statements associated with a particular worker and job.
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Clearing Filters: To remove all filters and see all bonus statements again, click the "X" button. 🔄
Pro Tip: Use filters to quickly find the bonus statements you need to review, approve, or close. This can save you a lot of time and effort, especially when dealing with a large number of statements. ⚡