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Incentive in ProTrack Warehouse is a powerful tool used to identify individual employees who are eligible for performance-based incentive pay. Incentive pay is configured by setting up an "Incentive Plan" and assigning employees to the plan. This process is described in the ProTrack Warehouse Configuration Manual.
Once an Incentive Plan is configured and effective, employees will be automatically evaluated as to whether or not they are eligible to receive incentive pay. Different payout levels can be configured for an incentive plan, so the amount of incentive pay depends on the employee's performance level. The incentive pay is calculated as a percentage of the employee's base pay, and the percentage is the value that can move based on performance.

The incentive pay is split into two pay buckets, "Regular Incentive Pay" and "Overtime Incentive Pay." Regular incentive pay includes all incentive pay, paid at the employee's standard pay rate, even for hours which are considered overtime hours. Overtime incentive pay is just the additional incentive pay, for the overtime hours, on top of the base rate the employee was paid for those hours. Both the regular and the overtime incentive pay are calculated from the regular and overtime base pay. 

Example of Incentive Pay Calculation

For example suppose an employee is paid $10/hr and makes $15/hr when working overtime. If the employee worked 50 hours total, 10 of which were overtime hours, he would have $500 in regular base pay and $50 in overtime base pay:


^{Fig.1 Examploye of Base Pay}

Suppose the incentive plan is configured such that an employee performing between 100% and 110% receives an additional 5% of the base pay, while an employee performing between 110% and 125% receives 10%. If the employee performed at 115%, he'd receive 10% of the base pay, resulting in:


^{Fig.2 Example of Incentive Pay}

Approve Incentive

The Approve Incentive screen is used to approve or deny the incentive payout for individual employees over specific review periods.

To access the Approve Incentive screen:

1. Log in to ProTrack Warehouse.
2. Select Incentive under the Operations menu. The Approve Incentive screen appears with all the employees' status as Awaiting Approval.
   
   
   ^{Fig.3 Approve Incentive}

Search Employees

The list can be expanded to include all statuses (additionally "Approve" and "Disapprove"), or narrowed down by searching for specific employees. Click  in the Approve Incentive screen and the Search Employee screen appears. Any of the following search criteria may be provided:

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

To search for particular employees:

1. Click  in the Approve Discipline screen and the Search Employee screen appears.
   
   
   ^{Fig.4 Approve Incentive - Search Employees}

    

2. Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, or Schedule).
   
   

   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.

   
   
   ^{Fig.5 Approve Incentive - Search Employees Using Wild Card}

    

3. Click  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. Select the check box to the left of each employee you would like to see and click . The selected employee(s) list is displayed in the Approve Incentive screen.
   
   
   ^{Fig.6 Approve Incentive - Selected Employees}

Approve or Disapprove Incentive

1. Select the check box of each employee in the list to be approved or disapproved.
   
   
   ^{Fig.7 Approve Incentive - Select Employees}

    

2. Check either check box in the Approve or Disapprove columns: "Approve" to approve the incentive pay, or "Disapprove" to deny the incentive pay for the specified review period.
   
   

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

   
   
   ^{Fig.8 Approve or Disapprove Incentive}

    

3. Click  to update and save the records.
   
   

   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. Payout column refers to how much total additional payment will be given based on the configurable pay rate for that particular employee. In most cases, pay rate is not configured therefore total payout must be calculated manually before actual payment.