Managing ProPay
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      3. Managing ProPay

      What actions can I take on ProPays in Protiv? 💼

      This article explains the different actions you can take on ProPays in Protiv, both individually and in bulk, to manage your job incentives effectively.

      Protiv's ProPay page offers a variety of actions to help you manage your ProPays efficiently. These actions can be performed on individual ProPays or in bulk to save you time and effort.


      Individual ProPay Actions       👤

      • Approve ProPay: ✅ Mark a completed ProPay as approved, making it ready for payment.

      • Complete ProPay: 🏁 Indicate that a ProPay is finished, even if it's over budget.

      • Edit ProPay: ✏️ Modify details of an existing ProPay, such as the budget, bonus, or assigned workers.

      • View ProPay Details: ℹ️ See a detailed breakdown of the ProPay, including hours worked, budget, and bonus calculations.

      • View Worker Details: 👷‍♀️👷‍♂️ Access information about the workers assigned to the ProPay.

      • Duplicate ProPay: 👯 Create a copy of an existing ProPay, saving you time when setting up similar jobs.

      • Delete or Cancel ProPay: ❌ Remove a ProPay that's no longer needed.


      Bulk Actions       🧑‍🤝‍🧑

      • Update Budget: 💰 Adjust the budget for multiple ProPays at once.

      • Update Bonus Pool: 🏆 Change the bonus pool allocation for multiple ProPays.

      • Approve: ✅ Approve multiple ProPays at once.

      • Pending or Start: ⏲️ Mark multiple ProPays as pending or started.

      • Group ProPays: 🔗 Combine multiple ProPays into a group for easier management.

      • Complete: Mark multiple ProPays as complete.

      • Delete or Cancel: Remove multiple ProPays at once.

      • Export: ⬇️ Download a CSV file containing the selected ProPays.


      How to Perform Bulk Actions 🛠️

      1. Select ProPays: Check the boxes next to the ProPays you want to modify.

      2. Click "Bulk Actions": This button will appear in the orange ribbon at the top of the page.

      3. Choose Action: Select the desired action from the dropdown menu.

      4. Follow Prompts: Depending on the action, you may need to enter additional information (e.g., new budget amount, bonus pool percentage).

      5. Confirm: Review your selections and click "Confirm" to apply the changes.


      Important Note:       Some actions, like approving ProPays and updating budgets, may require specific permissions.

      Pro Tip: Use the search and filter options to quickly find the ProPays you want to modify.