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Discipline in ProTrack Warehouse is used to track individuals' performance. The discipline plans evaluates the individual level performance, effectiveness, utilization, total performance, quality, safety, and attendance.

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• Last Name
• First Name
• Role
• Supervisor
• Facility
• Department
• Labor Union
• Schedule
  
  To search for particular employees:
  

1. Click Image Modified in the Approve Discipline screen and the Search Employee screen appears.
   
   

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   image Search Discipline.jpg title Fig.54 Approve Discipline - Search Employees

   
   
2. 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 title Fig.55 Approve Discipline - Search Employees Using Wild Card

   
   

   Tip
   title Tip
   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.

   
   
3. Click Image Modified in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.
   
   

   Tip
   title Tip
   If no search criteria are specified, all the employees are listed in the 'Search Results' section.

   
   
4. Click Image Modified and the selected employee list is displayed in the Approve Discipline screen.
   
   

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   image Select Discipline.jpg title Fig.56 Approve Discipline - Selected Employees

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1. Search and list the employee you want to view or edit in the 'Search Results' section by providing a search criteria.
   
   

   Info
   title Info
   The Approve Discipline screen by default shows all the employees with status as 'Awaiting Approval'.

   
   
2. Select the Select check box of Individual employees listed in the Approve Discipline screen.
   
   

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   image Approve Discipline.jpg title Fig.57 Approve Discipline - Select Approved Employees

   
   

   Tip
   title Tip
   If you click on the checkbox next to Select, it will check all employees listed on the screen.

   
   
3. Check either check box in the Approve or Disapprove columns: "Approve" to approve the discipline step, or "Disapprove" to deny the discipline step for the specified review period.
   
   

   Info
   title Info
   If a record is to be disapproved, a "Reason Code" must be selected.

   
   

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   image Approve Discipline 2.jpg title Fig.58 Approve or Disapprove Discipline

   
   
4. Click Image Modified and the selected and changed employee records are updated.
   
   

   Tip
   title Tip
   You can only edit records where the Status is set to Awaiting Approval. If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.