Creating and Managing Bonuses
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      1. Protiv Knowledge Base
      2. Bonuses
      3. Creating and Managing Bonuses

      How do I manage bonus statements in Protiv? 💼💰

      This article provides a detailed guide on managing bonus statements in Protiv, including viewing, filtering, and taking actions on individual or multiple statements.

      The Bonuses page in Protiv is your central hub for managing all aspects of bonus statements. Here's a breakdown of the key features and actions you can take:


      Viewing Bonus Statements       🧐

      • Default View: When you access the Bonuses page, it automatically displays pending bonus statements (those not yet paid out).

      • Statement Details: Click the arrow (▸) next to a statement to expand and view detailed information:

        • Bonus breakdown
        • Deductions (if applicable)
        • Overall earnings
        • List of approved ProPays contributing to the bonus


      Filtering Bonus Statements       🔍

      • Filter by Status: Toggle between "Pending" and "Closed" statements using the filter dropdown.

      • Additional Filters: Refine your search further using filters for:

        • Worker Name
        • Created Date
        • Reference #
        • Statement Period
        • Paid Period
        • ProPays
        • Jobs
        • Earnings
        • Close Date


      Taking Action on Bonus Statements       🛠️

      • Individual Actions:

        • Mark as Pending/Mark Close: Reopen a closed statement or finalize a pending statement.
        • Edit: Modify statement details like bonus amounts, paid period, or other information.
        • Delete: Remove a statement (Warning: This action cannot be undone).

      • Bulk Actions: Select multiple statements using the checkboxes and choose from the following actions in the orange ribbon:

        • Mark Close: Close multiple pending statements.
        • Add Bonus: Apply a bonus to multiple statements.
        • Add Deduction: Deduct an amount from multiple statements.
        • Merge Statements: Combine statements for the same worker.
        • Mark as Pending: Reopen multiple closed statements.
        • Export: Download a CSV file of selected statements.


      User Permissions       🔐

      • Admins: Full access to view, edit, and manage all bonus statements.

      • Managers: Similar access to Admins, but cannot change global settings.

      • Crew Leads: Can view their own bonus statements and potentially others' if permissions are granted.

      • Workers: Can only view their own bonus statements.


      Important Notes       ⚠️

      • Protiv does not process bonus payouts directly. You must add the "Total Bonus" amount to your worker's payroll through your regular process.

      • Closed bonus statements can be reopened and viewed by filtering by "Status: Closed."

      • Protiv retains bonus statement data; it is not deleted when the status is changed.