Learn how to mark ProPays as "Complete," an optional status that organizes jobs for later review before bonus approval.
This guide explains the process of completing ProPays in Protiv, an optional status that streamlines job review workflows.
▶️ Watch on Loom:
Watch the Video for a step-by-step tutorial on completing ProPays in Protiv.
📌 Key Points Covered:
- Purpose of Complete Status: Holds jobs in a “Completed” list for review before final approval.
- Using Filters: Filter jobs by “Completed” status for streamlined weekly or biweekly review.
- Marking a Job as Complete: Set a ProPay to “Complete” only after the job is finished and ready for later review.
- Undoing Complete Status: If marked “Complete” by mistake, revert ProPays back to “Pending” or “Started.”
- Action Items: Practice filtering and marking ProPays as “Complete” to improve workflow management.
📜 Video Transcript:
So the next thing that we're going to be looking at is how to complete a ProPay. The reason why this is important, I don't know if you remember from the previous trainings we've had, but let's recap. When you complete a ProPay, what it does is essentially put it inside of a holding pattern, meaning that you're going to be reviewing this job at a later date.
A lot of people like to do this because they review jobs on a weekly basis or a biweekly basis. And what this allows them to do is essentially use the filters that we have here. Let me remove this particular job, but allow them to use the status filters here to click Completed and have a running list of the jobs that they need to review.
All these open jobs that we currently have—looks like there are 27—if you look down here at the very bottom, I can go ahead and streamline my workflow by saying, "Okay, I only want to look at the completed ProPay that I have to see if I'm going to be paying these out." It’s a lot easier than you going through all 27. Let's actually look for a particular job. The job that I want to look for is going to be Park Playground, which we have here.
Now you're only going to be completing a ProPay when the job is done, because that's the next step that you're going to be doing before you approve a ProPay, which is when you actually pay out a bonus. So I'm going to go ahead and say, this job is done. I want to just change the status. You can go ahead and click here and press complete ProPay. It's just going to go ahead and complete the ProPay for you. You see the status changed up here. It's that simple.
Now, if we end up going back and we look on anything that's within the Completed ProPay filter, we remove Park. I'm here. We see that this is now on. This is the Park Playground. It's now an entry that's here for us to review.
So let's say if accidentally we didn't mean to mark that Complete. We can select that, or we can select multiple ones if we want to do a bulk action. And then we can put them back to Pending or Start. It's gonna give us a warning, saying, "Oops. Did you mean to do that?" We did. It was an accident. And it gives the confirmation saying we went ahead and we changed these back to Started.
You see the filter now only shows that there are two entries that are marked Completed. And if we go ahead and update this filter to say Park, scroll over and look at the status, you see that this is put inside of a Started Status.
So that's a quick overview. Again, this is going to be a step before you actually approve a ProPay, but a nice little workflow to make sure you streamline things. So your action item is to play around with ProPay and the filters. To mark them Completed, you see I have a little filter up here that's stopping me from seeing anything. Play around with them and just get comfortable with using this feature.