Creating ProPay
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      How do I create a ProPay manually in Protiv? 👷‍♀️

      This article provides step-by-step instructions on how to manually create a ProPay in Protiv, a job incentive that motivates your team and tracks their performance. 💰

      Creating a ProPay in Protiv is a simple process. Follow these steps to set up a ProPay manually:

      1. Click "Create ProPay": You'll find this orange button on any page within Protiv.

      2. Select a Job:

        • If the job already exists in Protiv (likely because you have an integration connected), select it from the dropdown menu.
        • If the job doesn't exist, click the dropdown to create a new job. You can enter any name or reference, such as a job number, description, or client name.

      3. Name Your ProPay:

        • Protiv will automatically generate a ProPay title based on the job name.
        • You can edit this title to add more details, such as "Phase 2" or any other relevant information.

      4. Select a Manager:

        • Choose the manager responsible for the ProPay from the dropdown menu.
        • If the manager isn't listed, you can assign or create a new manager directly from the dropdown.
        • Note: Managers can also be Admin Coordinators - the person responsible for the daily management of your ProPays.

      5. Enter the Labor Budget:

        • You have two options:
          • Number of hours: This is the target number of hours for completing the job. The labor cost will vary depending on who's on the job and their hourly rates.
          • Labor amount: This is the fixed amount you're willing to spend on labor. The number of hours will vary depending on the workers' hourly rates.
        • If you need help setting a budget, use the "Budget Help" tool. It can calculate the budget based on your company's average hourly rate or the job revenue.

      6. Optional Settings:

        • Cost Codes: If your company uses cost codes, you can select the relevant ones for this ProPay.
        • Milestones: If you have a larger project, you can break it down into phases using milestones. This allows you to pay out bonuses at different stages of the project.

      7. Additional Settings: Click on "Additional Settings" to customize:

        • Bonus Split Type: Choose how the bonus will be divided among workers (hours worked, hours and wage, or percentage).
        • Bonus Pool: Decide if you want to set aside a portion of the savings for a bonus pool.
        • Lead Pay Budget: Set an additional bonus for the crew lead.
        • Assign Team: Choose the workers you want to assign to the ProPay.
        • Notes: Add any relevant notes or comments about the ProPay.

      8. Create ProPay: Once you've filled out all the required fields, click the "Create ProPay" button.


      Important Note:       When workers clock into the job, they will be automatically assigned to the ProPay, whether you have an integration or are importing an attendance file.