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


    Field Description

    Field

    Description

    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 next discipline level the employee will increment to if approved.

    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 1. Approve Discipline Descriptions

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  1. Click  in the Approve Discipline screen and the Search Employee screen appears.
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    Fig.2 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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    Fig.3 Approve Discipline - Search Employees Using Wild Card

     

    Tip
    titleTip
    • 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  in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.

    Tip
    titleTip
    • 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 to view in the Approve Discipline screen.
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    Fig.4 Approve Discipline - Select Employees

     

  5. Click  and the selected employee list is displayed in the Approve Discipline screen.
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    Fig.5 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
    titleInfo
    • 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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    Fig.6 Approve Discipline - Select Approved Employees

     

    Tip
    titleTip
    • 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
    titleInfo
    • If a record is to be disapproved, a "Reason Code" must be selected.


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    Fig.7 Approve or Disapprove Discipline

     

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

    Tip
    titleTip
    • 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.