Learn how to add specific or general bonuses and deductions to worker bonus statements, enhancing transparency and reinforcing company policies.
This guide covers adding additional bonuses and deductions to bonus statements in Protiv, including both ProPay-specific and general adjustments.
▶️ Watch on Loom:
Watch the Video for a step-by-step demonstration on adding bonuses and deductions to bonus statements.
📌 Key Points Covered:
- Bonus Section: Access approved ProPays under the Bonus Section to add bonuses or deductions.
- Adding ProPay-Specific Adjustments: Apply adjustments to a specific ProPay, such as a deduction for broken materials or a bonus for a five-star review.
- General (Non-ProPay) Adjustments: Add bonuses or deductions not tied to a ProPay, like an anniversary bonus or a policy-related deduction.
- Transparency and Cultural Impact: Adjustments on bonus statements foster transparency, motivating employees through visible rewards or penalties.
- Action Items: Navigate to the Bonus Section to practice adding and adjusting bonuses and deductions.
📜 Video Transcript:
So the next thing that we're going to be looking at is how to add deductions or bonuses to ProPays. Where we're at currently right now, let’s say that a ProPay was created, a bonus opportunity was made, the guys completed the job, and you marked it complete. Then you went in, reviewed the job according to your weekly or biweekly workflow, and marked it approved. Now it has landed in the Bonus section.
At this stage, as you prepare for payroll, you might find that you need to add either a bonus or a deduction. To do this, click on the worker's name in the Bonus Section. Then you can either add a general bonus or deduction by clicking “Non-ProPay” or tie it to a specific ProPay within the bonus cycle.
For instance, let’s add a deduction for Park Playground with a description like “broken materials” for $150. When we add this deduction, it appears on the statement, reducing the total bonus amount by $150. If you made a mistake, simply delete it to undo.
Now, let’s add a ProPay-specific bonus for the Downtown Office Buildout because the team received a five-star review. Add a $50 bonus for that review, and it’ll show as an additional bonus for the specific ProPay. Again, you can delete it if needed.
If you want a general deduction unrelated to a ProPay—say, for a three-strikes rule where clock-ins were missed—add this as a $100 deduction under “Non-ProPay.” It’ll show on Alejandro’s bonus statement as a general deduction.
Similarly, for a non-ProPay bonus, let’s give him a $500 “Happy Anniversary” bonus. This appears as a general bonus in his statement. Each adjustment updates the total, visible to both the worker and payroll.
This transparency in adjustments promotes behavioral changes—employees understand how actions impact bonuses. Adding positive bonuses like anniversaries also supports a cultural shift.
Your action item is to go to the Bonus Section, open approved ProPays, and practice adding or adjusting bonuses and deductions.