Adding Team Members
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      3. Adding Team Members

      How do I add a worker in Protiv? 👷

      This article provides step-by-step instructions on how to add a new worker in Protiv, either manually or through an integration.

      Adding workers to Protiv is essential for tracking their time, assigning ProPays, and managing their information. Here's how you can do it:


      1. Navigate to the Team Page:

      • Log in to your Protiv account.
      • Click on the "Team" tab in the left-hand navigation pane.


      2. Create a New Team Member:

      • Click on the orange "New Team Member" button in the upper right corner.


      3. Fill in the Required Fields:

      • First Name: Enter the worker's first name.
      • Last Name: Enter the worker's last name.
      • Wage (without burden): Enter the worker's hourly rate without any additional costs like taxes or insurance. This is the actual amount the worker receives per hour.
      • User Type: Select the appropriate role for the worker (Admin, Manager, Crew Lead, or Worker).
      • Mobile Number: Enter the worker's mobile phone number for text notifications (optional for office staff).
      • Email Address: Enter the worker's email address (required).

      Important Note: If you have an integration connected, Protiv will pull worker information from your integrated system. However, you may need to manually adjust the wage for Jobber integrations, as it defaults to $1.


      4. Additional Options:

      • Auto Send Invite: Toggle this option to automatically send an invitation email to the worker.
      • Save Options: To finish, choose "Save and Close" or "Save and New" to add another worker.


      Why We Need Worker Information       📝

      • Wage: The wage without burden is crucial for accurate calculations within Protiv, especially for ProPay figures.
      • Cell Phone Number: This allows us to send text notifications to workers about job updates and budget changes, even if they don't have the Protiv app.
      • Email Address: We use email addresses for communication and account verification purposes.


      Best Practices       👍

      • Review All Employees: When initially setting up Protiv, take the time to review the information for each worker, even if it's pulled from an integration. This ensures accuracy and prevents issues down the line.
      • Update Wages: If a worker's wage changes due to a promotion or raise, be sure to update their information in Protiv.