If you're seeing past employees in your Protiv integration, you can filter your view to show only active employees. This article explains how to do that.
Protiv pulls employee data directly from your integrated time-tracking software, like QuickBooks Time, Busy Busy, Jobber, etc. You might see past employees listed in Protiv even if they're no longer working for your company. Here's how to adjust your view to see only active employees:
- Go to the "Team" tab: Navigate to the "Team" section within Protiv.
- Click the "+ Add" Button: Locate the "Filter" dropdown menu and click the "+ Add" button.
- Select "Status" Filter: In the filter options, choose "Status."
- Choose "Not Yet Invited": Check the box next to "Not Yet Invited."
- Apply the Filter: Click the "Apply Filter" button to update your view.
Why This Works:
The "Not Yet Invited" status typically indicates employees who are active in your time-tracking system but haven't been invited to join Protiv yet. This filter effectively excludes past employees who are no longer in your system.
Important Note: This is a temporary workaround while Protiv works on improving the integrations to allow for more refined filtering of active and inactive employees.
Need More Help? 🤔
If you're still having trouble or have other questions, please don't hesitate to reach out to our support team. You can find our contact information in the Protiv knowledge base or by clicking the "Help" button in the top right corner of your Protiv dashboard.