Creating and Managing Bonuses
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      3. Creating and Managing Bonuses

      Can I customize how bonus statements are displayed on the Bonuses page? ⚙️

      This article explains how to filter bonus statements in Protiv by their status (pending or closed) and other criteria.

      The Bonuses page in Protiv defaults to showing bonus statements that are in a pending status, meaning you haven't paid them out yet. You can easily change the filter to view closed statements or filter by other criteria.


      How to Filter Bonus Statements       📄

      1. Go to the Bonuses page.

      2. Click on the Filter button.

      3. Select the desired filter from the dropdown menu:

        • Status: Choose between "Pending" or "Closed."
        • Workers: Filter by specific employees.
        • Created Date: Filter by the date the bonus statement was created.
        • Reference #: Filter by the unique ID of the bonus statement.
        • Statement Period: Filter by the time frame the bonus was earned.
        • Paid Period: Filter by the payroll period when the bonus was paid.
        • ProPays: Filter by the ProPays associated with the bonus statement.
        • Jobs: Filter by the jobs associated with the bonus statement.
        • Earnings: Filter by the bonus amount.
        • Close Date: Filter by the date the bonus statement was closed.

      4. The view will automatically update as you apply filters. 

      You can also use the search bar to find specific bonus statements by worker name or job.


      💪🏼 Pro Tip:       Regularly review both pending and closed bonus statements to ensure accurate record-keeping and timely payouts.