GroupProPay is a feature in Protiv that allows you to combine multiple smaller jobs or ProPays into one unified view. This is particularly useful for businesses that manage many small jobs, such as landscaping companies with maintenance routes.
Group ProPay is a powerful feature designed to streamline how you manage multiple smaller jobs within Protiv. By consolidating individual ProPays into a single group, you can simplify project tracking, goal setting, and bonus payouts, ultimately saving you time and enhancing efficiency. ⏱️
Why Use GroupProPay?
Group ProPay is particularly beneficial for businesses that handle a large volume of smaller jobs, such as landscaping companies with maintenance routes. 🌳 Instead of managing numerous individual ProPays, you can combine them into a single group, making it easier to track progress, set collective goals, and streamline bonus calculations.
How Does GroupProPay Work?
- Filtering ProPays: Start by filtering the ProPays you want to combine. You can filter by manager, worker, crew lead, date range (📅), or scheduled visit dates. This allows you to select the specific ProPays that belong to a particular route or group of jobs.
- Grouping ProPays: Once you've filtered the desired ProPays, use the bulk action "Group ProPay." ➕ Assign a name to the group, such as "Joe's Route from 6/26 to 6/30." Protiv will automatically exclude any ProPays with milestones.
- Configuration Check: Protiv will then verify that all the selected ProPays have the same settings, including manager, bonus type, bonus pool, and lead pay. If there are any inconsistencies, you'll need to adjust them before proceeding. ⚙️
- Creating the Group: After confirming the configurations, click "Create ProPay." Protiv will combine the selected ProPays into a single group, simplifying the interface and providing a unified view of the combined projects.
Key Benefits of GroupProPay:
- Simplified Interface: Instead of navigating through numerous individual ProPays, you have a single, consolidated view of all the grouped jobs. This makes it easier to track progress, monitor budgets, and manage time entries. 📊
- Streamlined Goal Setting: You can set goals for the entire group of ProPays rather than setting individual goals for each small job. This is more practical and meaningful, especially for maintenance routes or projects with similar objectives. 🎯
- Efficient Bonus Payouts: When it's time to pay out bonuses, you only need to approve one group ProPay instead of approving each individual one. This significantly reduces administrative overhead and simplifies the payout process. ✅
- Enhanced Visibility: Group ProPay provides a clear overview of the combined project's progress, including total budgeted hours, actual hours worked, and any variances. This helps you monitor performance and identify areas for improvement. 👀
Best Practices for Using GroupProPay:
- Pre-Planning: Plan your groups in advance, especially if you're using Scheduled Visits. 📆 This allows you to create ProPays and group them before work even begins, enabling your team to set goals and track progress from the start.
- Consistent Settings: Ensure that all ProPays within a group have consistent settings (manager, bonus type, bonus pool, lead pay) to avoid errors and ensure accurate calculations. 🧮
- Regular Review: Periodically review your Group ProPays to ensure they are up-to-date and accurately reflect the status of the combined projects. You can add or remove ProPays from a group as needed. 🔄
Example:
A landscaping company has multiple maintenance routes each week. 🌳 Instead of creating individual ProPays for each client on a route, they can use Group ProPay to combine all the jobs for a specific route into one group. This simplifies tracking the route's progress, setting a collective goal for the team, and calculating bonuses based on the overall performance of the route.
Important Considerations:
- Approved ProPays: You cannot group ProPays that have already been approved. Ensure that all ProPays you want to group are in a "Started" or "Pending" status. 🛑
- Editing Group ProPays: Once a Group ProPay is created, you can still edit individual ProPays within the group, but most actions will be directed towards the group as a whole. ✏️
- Ungrouping: If needed, you can ungroup a Group ProPay, which will revert the individual ProPays back to their original state. ↩️