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What actions can I take on ProPays in Protiv? đŸ’ŧ

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: ✏ī¸ Modify details of an existing ProPay, such as the budget, bonus, or assigned workers.

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

  • View Worker Details: 👷‍♀ī¸đŸ‘ˇâ€â™‚ī¸ Access information about the workers assigned to the ProPay.

  • Duplicate ProPay: đŸ‘¯ 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: ⏲ī¸ 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: âŦ‡ī¸ Download a CSV file containing the selected ProPays.


How to Perform Bulk Actions 🛠ī¸

  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.