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- Log in to ProTrack Warehouse.
- Select the Discipline under the Operations menu. The Approve Discipline screen appears with all the employees' status as Awaiting Approval.
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image | Discipline.jpg |
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title | Fig.53 Approve Discipline |
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Field Description
Field | Description |
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Employee Name | First and last name of employee on discipline. |
Plan Name | Displays the discipline plan the employee is assigned to. |
Step Level | Displays the current discipline level for the employee. |
Review Period | Displays the start and end days of which the discipline plan ran. |
Status | Displays approve or disapprove of that discipline level. |
Approve | Select the check box if the employee is approved. |
Disapprove | Select the check box if the employee is disapproved. |
Reason Code | Select a Reason Code for the disapproval from the list. |
Table 5. Discipline
Search Employees
The employees can be searched for by providing the following search criteria in the Search Employee screen:
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- Click in the Approve Discipline screen and the Search Employee screen appears.
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image | Search Discipline.jpg |
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title | Fig.54 Approve Discipline - Search Employees |
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- Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, Labor Union, or Schedule).
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image | Wild Card.jpg |
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title | Fig.55 Approve Discipline - Search Employees Using Wild Card |
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Tip |
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- To list the employees whose last name starts with a particular character, type the character in a specific field. For example, to search the employees with last name starting with the character 'M', enter 'M' in the Last Name field to list employees with last names beginning with an 'M'. You can apply this wild card character to any of the search criteria.
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- Click in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.
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- If no search criteria are specified, all the employees are listed in the 'Search Results' section.
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- Click and the selected employee list is displayed in the Approve Discipline screen.
View and Edit Employee
The employees can be viewed and edited from the Approve Discipline screen. If the status of the employee is Approve or Disapprove the fields are not available to edit.
To view and edit the approve discipline:
- Search and list the employee you want to view or edit in the 'Search Results' section by providing a search criteria (Refer Search Employees).
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- The Approve Discipline screen by default shows all the employees with status as '
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- Select the Select check box of Individual employees listed in the Approve Discipline screen.
- Click Save, Image Added and the selected and changed employee records are updated.
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- If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes
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Field
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Description
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Step Level
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Select the configurable number of steps allowed in a Discipline Plan from the list.
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Approve
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Select the check box if the employee is approved.
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Disapprove
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Select the check box if the employee is disapproved
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Reason Code
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