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- Log in to ProTrack Warehouse.
Select Employee under the Employees menu. The Maintain Employee screen appears.
Fig.1 Maintain EmployeeInfo title Info - Bolded fields are mandatory when adding new employees to ProTrack Warehouse.
Maintain Employee TabsTab
Description
Displays personal details of the employee.
Displays work related details of the employee.
Displays the schedule group(s) assigned to the employee.
Displays any learning curve(s) assigned to the employee.
Displays notes about the employee.
Table 1. Maintain Employee Tab Descriptions
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Personal Info
Fig.2 Maintain Employee - Personal Info
Personal Info Field Description
Field | Description |
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Photo | Add 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. |
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. |
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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- Click the Schedule tab. Refer to the ProTrack Warehouse Configuration Manual for information on setting up Schedule Groups.
Click and a record appears.
Fig.4 Maintain Employee - Adding A Schedule GroupClick to bring up a popup window and select a Schedule Group the employee belongs to.
Fig.5 Maintain Employee - Select Schedule Group- Select the Schedule Group from the list and the popup window will close.
Click to select the effective date for the group.
Fig.6 Maintain Employee - Set Schedule Group Effective DateInfo Info Info - 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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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.
Fig.7 Maintain Employee - Assigned Learning CurveTo add additional Learning Curve(s), click "Select Learning Curve" link.
Fig.8 Maintain Employee - Add Learning Curve(s)- Select which Learning Curve(s) to apply from the popup window.
- Click to apply the Learning Curve(s).
- 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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Click on the Notes tab display any notes about the employee.
Fig.10 Maintain Employee - Notes- To add notes, enter the details in the text area provided and click .
- To view employee's notes, click on the corresponding Employee Notes and the details will be displayed in the Notes text area.
- To delete notes, select the check box to the left of the note and click .
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