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Field

Description

Status

Select the employee's status: Active, Inactive, Temporary, or Terminated

Pay Rate

Type the Pay Rate for the employee. It is used for incentives calculations and report based on cost.

Social Security Number

Type the employee's social security number.

Date of Hire

Select the date which the employee was hired by clicking Image Modified.

Source of Hire

Select the source for the hire from the drop down menu list.

Effective Date

Select the date which the employee will be effective in PTW. Must be at least one-day after the Date of Hire by clicking Image Modified.

Termination Date

Select the employee's date of termination by clicking Image Modified.

Departure Reason

Select the reason for terminating the employee from the list.

Home Facility

Select the employee's home facility from the drop down list.

Role

Select the employee's role by clicking Image Modified.

Department

Select which department the employee belongs to by clicking Image Modified.

Supervisor

Select employee's supervisor by clicking Image Modified.

Home Activity

Select the home activity the employee belongs to by clicking Image Modified.

Home Zone

Select the home zone the employee belongs to from the drop down list.

Home Microzone

Select the home microzone the employee belongs to from the drop down list.

Grouping Assignment

Select the check box to allow the employee to group assignments through the Kiosk screen.

Show Performance

Select the check box to enable the employee's total information to be displayed on the Kiosk screen.

Show Standard

Select the check box to enable the employee's standards information to be displayed on the Kiosk screen.

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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 Image Modified and a record appears.

    image
    imageES Add.jpg
    titleFig.105 Maintain Employee - Adding A Schedule Group


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

    image
    imageES Groups.jpg
    titleFig.106 Maintain Employee - Select Schedule Group


  4. Select the Schedule Group from the list and the popup window will close.
  5. Click Image Modified to select the effective date for the group.

    image
    imageES Config.jpg
    titleFig.107 Maintain Employee - Set Schedule Group Effective Date


    Info
    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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  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.

    image
    imageES LC.jpg
    titleFig.108 Maintain Employee - Assigned Learning Curves


  2. To add additional Learning Curve(s), click "Select Learning Curve" link.

    image
    imageES Add LC.jpg
    titleFig.109 Maintain Employee - Add Learning Curve(s)


  3. Select which Learning Curve(s) to apply from the popup window.
  4. Click Image Modified to apply the Learning Curve(s).
  5. To view the historical progression the employee has made on a Learning Curve, click Image Modified next to the Learning Curve.

    image
    imageELC Steps.jpg
    titleFig.110 Maintain Employee - Learning Curve Progression Details

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  1. Click on the Notes tab display any notes about the employee.

    image
    imageNotes.jpg
    titleFig.111 Maintain Employee - Notes


  2. To add notes, enter the details in the text area provided and click Image Modified.
  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 Image Modified.


Search Employees

The employees can be searched for by providing the following search criteria in the Search Employee screen:

  • Last Name
  • First Name
  • Role
  • Supervisor
  • Facility
  • Department
  • Schedule

To search for particular employees:

  1. Click Image Added in the Maintain Employee screen, the Search Employee screen appears.
  2. Type at least one of the criteria mentioned above: Last Name, First Name, Role, Supervisor, Facility, Department, or Schedule.
  3. Click Image Added in the Search Employee screen. The records for the selected criteria are listed in the 'Employee Search Results' section of the Maintain Employee screen.

    Note
    titleTip
    • To list the Employees with first names starting with a particular character, enter the character into the field. For example, to search the employees starting with the character 'P', enter 'P' in the first name field to list employees with first names starting with P.
    • If no search criteria are specified all the employees will be listed in the 'Employee Search Results' section.


View and Edit Employee

The employees can be viewed and edited from the 'Employee Search Results' section in the Maintain Employee screen. The employees can be viewed or edited based on the privileges of the user.

To edit a single employee:

  1. Search and list the employees you want to view or edit in the 'Employee Search Results' section by providing search criteria.
  2. Click the Employee ID from the 'Employee Search Results' section. The details of the employee appear in the corresponding fields in the Maintain Employee screen.
  3. Change the required fields.
  4. Click Image Added to save the changes.

    Note
    titleTip
    • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.
    • If you want to add an employee at this point, click Add to clear the fields and to bring the screen to add mode.