Learn how to approve ProPays, marking them ready for bonus payout and tracking in the bonus section for each statement period.
This guide explains how to approve ProPays in Protiv, finalizing jobs for bonus payout and adding them to the bonus statement for distribution.
▶️ Watch on Loom:
Watch the Video for a step-by-step tutorial on approving ProPays in Protiv.
📌 Key Points Covered:
- Purpose of Approval: Approval indicates that bonuses are ready for payout and adds ProPays to the bonus statement.
- Filtering for Completed ProPays: Use filters to focus only on completed ProPays ready for review and approval.
- Reviewing Job Details: Check budget, actuals, variance, and worker contributions before approval.
- Adjusting Worker Entries: Remove or edit time entries if needed to ensure accuracy.
- Finalizing Approval: Once approved, the ProPay status changes, and it moves to the bonus section.
- Viewing Bonuses in Statement: Approved ProPays aggregate in the bonus section, tracking each worker’s contributions and payouts.
📜 Video Transcript:
Alright, in this video we're going to talk about how to approve ProPays. So, the hypothetical situation that we have is that you're running your bonus program and it's time for you to do your weekly review of your ProPays that are going to be eligible for bonuses for the bonus statement period.
What we're going to do is click on the ProPays section here. We'll change the status to Completed ProPays, uncheck the Open, and apply the filter. That’s going to give us all of our completed ProPays that we need to review this week. Let's click on Park Playground since that's the job we've been working with.
What we're going to look at mainly are the budget details here. Do the budget, actual time, and variance amounts make sense? Is anything out of place? What are things looking like in terms of the worker pool and the potential company split that we have? If nothing seems unusual, everything looks good, we can proceed.
Next, we look at the workers’ details. Since you're familiar with these jobs, check if any workers accidentally clocked in when they shouldn’t have. For example, Antonio clocked in by mistake, so let’s remove him from this ProPay. We’ll confirm, and he’ll be removed. Now, look at the time data in chronological order to see if anything stands out—everything looks normal.
Now that everything checks out, we’re ready to approve this ProPay. Click “Approve” in the top right-hand corner. Before doing so, let me show you the Bonus Section where approved jobs appear. Currently, only the City Library Renovation job is approved. Now, going back to the ProPay, let’s click “Approve.” Protiv will update the status, and we’ll see the change.
Once approved, we return to the Bonus Section, and more workers populate under Pending Bonuses. Looking at Alejandro, he now has an additional ProPay under the bonus statement, similar to a bank statement. You can see each worker's bonus, hours saved, and any wage adjustments.
For your action items, go into your completed ProPays, review the jobs, make sure everything is accurate, and mark them approved. You’ll then see how they appear in the bonus statement section. Good luck!