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  1. Log in to ProTrack Warehouse.
  2. Select Employee under the Employees menu. The Maintain Employee screen appears.Image Removed


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    Fig.1 Maintain Employee 

     

    Info
    titleInfo
    • Bolded fields are mandatory when adding new employees to ProTrack Warehouse.


    Maintain Employee Tabs

    Tab

    Description

    Personal Info

    Displays personal details of the employee.

    Work Info

    Displays work related details of the employee.

    Schedule

    Displays the schedule group(s) assigned to the employee.

    Learning Curve

    Displays any learning curve(s) assigned to the employee.

    Notes

    Displays notes about the employee.

    Table 1. Maintain Employee Tab Descriptions


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Personal
Personal

Personal Info

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Fig.2 Maintain Employee - Personal Info
 

Personal Info Field Description

Field

Description

PhotoAdd photo by clicking blue link or dragging phone into the box.4-11-2016 10-27-27 AM.png

First Name

Type the employee's First Name.

Last Name

Type the employee's Last Name.

Employee ID

Type the employee's WMS ID, which is alphanumeric. Must match the ID in the WMS transaction feeds exactly.

Time & Attendance ID

Type the Time and Attendance ID, which is a unique ID to identify the user with a time and attendance system.
Must match the ID in the Time and Attendance feeds exactly.

Payroll ID

Type the alphanumeric Payroll ID to identify the user to a payroll system.

Alternate ID

Type the alphanumeric Alternate ID. This ID can appear on reports in place of the employee name or employee ID.

Telephone 1

Type the employee's telephone number.

Telephone 2

Type the employee's alternate telephone number.

Email

Type the email address to which company correspondence may be sent in the future.

Address Line 1

Type the first line address of the employee.

Address Line 2

Type the second line address of the employee.

City

Type the city of the employee.

Zip Code

Type the zip code of the city.

Country

Select the country of the employee.

State

Select the name of the state.

ProTrack User ID

Type the employee's ProTrack Login ID.

ProTrack Password

Type the employee's ProTrack Login Password.

Confirm ProTrack Password

Type the same characters as entered in ProTrack Password field.

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  1. Click the Schedule tab. Refer to the ProTrack Warehouse Configuration Manual for information on setting up Schedule Groups.
  2. Click  and a record appears.
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    Fig.4 Maintain Employee - Adding A Schedule Group

     

  3. Click  to bring up a popup window and select a Schedule Group the employee belongs to.


    Fig.5 Maintain Employee - Select Schedule Group

     

  4. Select the Schedule Group from the list and the popup window will close.
  5. Click  to select the effective date for the group.
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    Fig.6 Maintain Employee - Set Schedule Group Effective Date 

     

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    • The expiration date will automatically set to a date far in the future. This is to ensure the employee will always be assigned to a Schedule Group.
    • You can add additional Schedule Groups as desired. As each new Schedule Group is added, the previous Schedule Group's expiration date is updated to the new group's effective date.

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  1. Click on the Learning Curve tab. This screen lists all of the Learning Curves to which the employee is assigned, the date on which the employee started on the Learning Curve, and the current Standard Time Adjustment Percentage (STAP) the employee is receiving.
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    Fig.7 Maintain Employee - Assigned Learning Curve 

     

  2. To add additional Learning Curve(s), click "Select Learning Curve" link.
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    Fig.8 Maintain Employee - Add Learning Curve(s) 

     

  3. Select which Learning Curve(s) to apply from the popup window.
  4. Click  to apply the Learning Curve(s).
  5. To view the historical progression the employee has made on a Learning Curve, click View Progression Steps above the Learning Curve Name.


    Fig.9 Maintain Employee - Learning Curve Progression Details 

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  1. Click on the Notes tab display any notes about the employee.
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    Fig.10 Maintain Employee - Notes 

     

  2. To add notes, enter the details in the text area provided and click .
  3. To view employee's notes, click on the corresponding Employee Notes and the details will be displayed in the Notes text area.
  4. To delete notes, select the check box to the left of the note and click .

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