How to Approve a ProPay

This article provides a comprehensive guide on how to approve ProPays in Protiv, both individually and in bulk. It also explains how to reverse an accidental approval and offers insights into the ProPay workflow.

Approving ProPays is a crucial step in the Protiv workflow, marking the transition from completed work to bonus payouts. Protiv offers flexibility in this process, allowing you to approve ProPays individually or in bulk.

Understanding the ProPay Workflow 🔄

Before diving into the approval process, let's recap the typical ProPay workflow:

1. ProPay Creation: You create a ProPay, either manually or through automation.
2. Work Completion: Your workers clock in and complete the job as usual, with time data automatically uploaded via integration or manual entry.
3. ProPay Approval: Once the job is done and you've reviewed the hours and budget, you approve the ProPay.
4. Bonus Payout: The approved ProPay moves to the Bonuses section, awaiting payout based on your bonus statement settings.

Approving ProPays Individually ✔️

1. Log in to Protiv: Access your Protiv account at https://app.protiv.com.

2. Navigate to ProPays: In the left-hand navigation pane, click on ProPay.

3. Locate the ProPay: Find the specific ProPay you want to approve by:

   • Searching by title, job, manager, or worker
   • Selecting a date range
   • Utilizing the filter function and additional filters for customized views

4. Review ProPay Details: Click on the ProPay title to access its details page.

   • Check total budgeted hours, actual hours worked, and variance hours to ensure they align with your expectations.

5. Approve ProPay:

   • In the upper right-hand corner, click on the three dots (...) - remember, three dots in Protiv indicate an action can be taken.
   • Click on Approve ProPay.
     
     

Approving ProPays in Bulk 🗂️

Bulk Approval is useful when you have multiple ProPays ready for approval.

1. Navigate to ProPays: Go to the ProPay section in Protiv
2. Select ProPays: Check the boxes next to the ProPays you want to approve
3. Access Bulk Actions: An orange ribbon will appear. On the right side of this ribbon, click the 'Bulk Actions' dropdown
4. Approve: Select Approve from the dropdown
5. Confirm: A confirmation message will appear. Click Confirm to proceed
6. Notification: You'll receive a notification that the action may take some time. Once completed, you'll get another notification in the upper right corner, with the option to 'View Details' to see the approved bonuses
   
   

Reversing an Accidental Approval ↩️

If you accidentally approve a ProPay, you can easily reverse it

1. Go to ProPays: Navigate to the ProPay section
2. Filter by Approved: Change the filter view from Open to Approved and click Apply Filter or simply click on the Approved tile
3. Change Status:
   • Individual ProPay: Click the three dots (...) next to the ProPay and select Start ProPay or Complete ProPay
   • Bulk Action: Select multiple ProPays under the Title column and use the Bulk Actions dropdown to change their status back to Pending or Start
     
     

Important Note about Notifications 🔔

• Be mindful that if you have notifications turned on, your workers might receive alerts about ProPay approvals and changes.
• You can temporarily disable notifications in the Settings section if needed, especially when testing or making adjustments

Congratulations! You now know how to approve ProPays in Protiv, streamlining your bonus management process and keeping your team motivated! If you have any further questions, feel free to reach out to our Support Team.