How do I configure Bonus Statement settings in Protiv? 💰

This article will guide you through setting up Bonus Statements in Protiv, which allows you to group bonuses and easily track payouts to your team. 📄

The Bonus Statement settings in Protiv allow you to customize how bonuses are grouped and displayed, making it easier to manage and track payouts to your workers.

Accessing Bonus Statement Settings ⚙️

1. Log in to your Protiv account.
2. On the left-hand side of your dashboard, you'll see a navigation pane with various sections like Dashboard, ProPay, Bonuses, etc.
3. Click on the "Settings" tab. ⚙️
4. Click on the "General" tab.
5. Scroll down to the "Bonus Statement Settings" section.

Configuring Bonus Statement Settings 🔧

1. Group Bonuses in Statements: Choose how often you want to group bonuses into statements. You can select from the following options:

   • Weekly 📅
   • Bi-weekly 🗓️🗓️
   • Semi-monthly (twice a month) 🗓️🗓️
   • Monthly 📆

2. Add Negative ProPay Balance to Worker Statements (Optional):

   • Toggle this option on if you want to include negative ProPay balances (overages) in worker statements. This can help you offset bonuses with overages and provide a more accurate picture of a worker's overall performance.
   • Example: If a worker has earned a $100 bonus on one ProPay but incurred a $25 overage on another ProPay within the same statement period, enabling this toggle would result in a net bonus of $75 on their statement.

Important Note: Only Admin users have access to the Settings page. These settings will apply company-wide.

Pro Tip: Choose a statement frequency that aligns with your payroll schedule to streamline bonus payouts, simplify accounting, and encourage worker mentality shift. 🗓️💲