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Protiv Integration

ApproveThis manages your Protiv Integration approvals.

April 17, 2025

Integration Category: Time Tracking

Why Combine ApproveThis with Protiv?

ApproveThis and Protiv solve complementary challenges. ApproveThis brings structure to decision-making, while Protiv simplifies employee incentive management. Together, they eliminate bottlenecks in HR processes like bonus approvals, attendance tracking, and onboarding. Teams using both platforms report faster cycle times, fewer errors, and improved compliance – especially when handling sensitive financial or personnel data.

Key Benefits of Integration

Connecting these tools via Zapier creates a closed-loop system for employee management. ApproveThis handles the decision-making layer, while Protiv executes the outcome. For example, an approved bonus request in ApproveThis can automatically update Protiv's payroll calculations. This integration particularly benefits companies with:

  • Complex approval chains for bonuses or promotions
  • High-volume employee onboarding

Approvers never need Protiv licenses to review requests, making it ideal for cross-department collaboration or external stakeholders. Finance leads can validate bonus calculations without accessing sensitive HR systems, maintaining security boundaries.

Real-World Use Cases

Automated Employee Onboarding

When a retail chain uses ApproveThis to greenlight new hires, Zapier can instantly create Protiv employee profiles upon approval. This eliminates manual data entry and ensures new team members appear in Protiv's incentive system from day one. The integration handles conditional logic – part-time workers might follow different approval paths than executives, with Protiv fields populated accordingly.

Bonus Approval Compliance

A tech startup uses Protiv to manage quarterly performance bonuses but needs finance team oversight. By triggering ApproveThis workflows whenever Protiv detects bonus statement changes, they enforce mandatory approvals before payments process. ApproveThis' calculated fields verify whether bonuses stay within budget limits, automatically escalating exceptions.

Attendance Tracking Automation

Healthcare providers using Protiv for staff management can link attendance imports to ApproveThis approvals. When a department head approves shift change requests, Zapier pushes the updated schedule to Protiv. This maintains accurate records for incentive calculations without HR manual updates.

Implementation Guide

Setting up the integration takes under 30 minutes:

  1. Create a Zapier account or log in
  2. Choose ApproveThis as your trigger app
  3. Select Protiv as your action app

For the employee onboarding use case: Set ApproveThis' "New Request" trigger to activate when HR submits hire paperwork. Map request fields like employee ID and role to Protiv's "Create Employee" action. Test with a sample request to confirm Protiv profiles generate correctly.

Cross-Team Advantages

HR Teams

Reduce onboarding delays by 60% with automatic Protiv profile creation. Approval thresholds in ApproveThis prevent junior staff from approving executive hires outside policy limits.

Finance Departments

Maintain bonus budget control with ApproveThis' calculated fields. If Protiv detects a bonus exceeding department caps, ApproveThis automatically routes it to senior leadership.

Operations Managers

Use vacation delegation in ApproveThis to prevent attendance tracking gaps. When managers take leave, approval authority shifts seamlessly to deputies without Protiv access changes.

Advanced Configuration Tips

Leverage ApproveThis' conditional logic to handle Protiv edge cases. For example:

If a Protiv attendance import fails due to missing data, configure ApproveThis to alert IT teams via Slack while freezing related approvals. Combine multiple Protiv triggers (bonus changes + promotion requests) into consolidated ApproveThis workflows for C-suite reviews.

Security Considerations

ApproveThis acts as a secure bridge for Protiv data. Sensitive employee details stay in Protiv, while approval metadata remains in ApproveThis. Role-based access in both systems ensures compliance officers only see necessary information during audits.

Getting Started

Begin with one high-impact workflow – bonus approvals or attendance syncs deliver quick wins. Use ApproveThis' free trial to test integrations without Protiv configuration changes. For complex implementations, schedule a custom demo showing how calculated fields and approval groups map to your Protiv instance.

Next Steps: Create your Zapier integration or register for ApproveThis to start automating approvals today. Protiv users can maintain existing logins while gaining approval oversight through this no-code connection.

🥳

Integrate with Protiv Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Protiv

Suggested workflows (and their Zapier components) for Protiv

Create employees for new ApproveThis requests

Streamline your employee onboarding workflow by automatically creating new employees in Protiv for every new approval request initiation from ApproveThis. This integration guarantees no requests fall through the cracks by ensuring a seamless approval followed by immediate data entry in your HR system.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Protiv Logo

Action

Employee Create

If the employee already exists with given External ID, it will update otherwise it will create.

Create approvals for Protiv bonus statement status changes

Automatically initiate an approval request in ApproveThis whenever there's a change in a bonus statement status within Protiv. This automation ensures that all bonus statement changes undergo a structured approval process, maintaining transparency and accountability.

Zapier Components

Protiv Logo

Trigger

Bonus Details by Statement

Triggered when status of bonus statement are changed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Import attendance records for approved requests

Facilitate smoother operations by importing attendance records into Protiv whenever an approval request is marked as approved in ApproveThis. This integration minimizes manual data entry and ensures that HR personnel can focus on more strategic tasks.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Protiv Logo

Action

Attendance Bulk Import

Bulk import Attendance using comma separated values. If the attendance already exists with given External ID, it will update otherwise it will create.