CURRENT VERSION 2012Q22013Q2.10, PRIOR RELEASE: 72012Q2.73.06
 

Supported Web Browsers

• Internet Explorer 9.0 and later
• Firefox 8.0 and later

Updates to Existing Functionality

Kiosk

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Daily Inquiry

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Employee

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Activity

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Alerting

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New Features

Mobile Alerting App

1. ProTrack has gone mobile with alerts. Users can now be notified of new alerts and acknowledge them via the mobile app.

2. Currently available on iOS phone systems. App can be downloaded from the iTunes store for free.

Time Clock

1. Time Clock is a new functionality added to ProTrack. When enabled, it will allow true capture of start and end times for an employee’s day as well as the true start and end times of breaks and lunches.
2. Management will have an option of using the true start/end times or rounding. For rounding time captures, a time frame can be specified and if the employee punches within that time frame, the punch will be rounded to the employee’s assigned scheduled times. If the employee punches outside of that time frame, then the true start/end times of the punch will be captured.

Updates to Existing Functionality

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Alerting

1. Alerting can be used to automatically create Active Performance Management observation assignments notifying supervisors of any low performers which may require one-on-one coaching sessions.
2. Mobile app can be used to inform subscribers of various activities within their facility as well as acknowledge alerts.

Assignments Inquiry

1. Updated the screen to display more detailed information pertaining to the searched assignment.
2. Added functionality to the screen to allow adding/deleting of adjustments to the searched assignment.

Dashboard

1. Dashboard has been broken up into three categories: Performance, Volumetric, and Analytics.
2. Fully customizable allowing the user to select what information will be presented and how that information will be displayed.
3. Each user can configure their dashboard and save it. The next time the user pulls up the dashboard, it will display their customized configuration.

Incentive

1. Previously, an incentive plan was created that took into account all standard direct activities in an employee’s day and applied a payout scale based on the performance. Now the incentive engine has been enhanced to allow multiple incentive plans to be created looking at individual or numerous activities and applying a payout scale to each plan.
2. Incentive plans can be created using Home vs Non-Home activities. This option can provide varying payout scales if the standard activity has been configured as a Home Activity for the employee.
3. Added a new functionality where the last 4 review periods of an incentive plan can be reprocessed through the UI.

Kiosk Sign In/Out

1. Added a feature to the kiosk which will allow employees to punch in for the day if there is no work schedule created yet. Must be enabled on the Configuration > Facility screen to be effective.
2. Management will have an option of using the true start/end times or rounding, just like the Time Clock feature (refer to part b under New Features).

KVI Entry

1. Updated the KVI Entry screen for a better work flow when creating a new assignment.
2. Multiple task lines can now be entered at once through the popup screen instead of one by one (mimicking the kiosk KVI entry).
3. Opening up an existing assignment will change the Create Task button to Show Tasks.

Monitor

1. Updated the search capabilities of the screens under the Monitor menu for ease of use.
2. Added a Refresh button that will resend the search filters and refresh the listed results.

Reporting

1. Graphical reports running the Crystal Reporting engine has been sunset and will no longer be available. 

Reshuffle

1. Breaks and lunches that fall before the TA SOD within an employee’s day can be deleted if configured properly.

Schedule/Schedule Group

1. Newly created schedules and schedule groups will have default effective dates of 1/1/1990.
2. When a new employee is assigned to a schedule group through the Employee screen, the first assigned schedule group will have the same effective date as the date of hire.

Bug Fixes

• (SUP-2204) Fixed the issue where an employee can sign into Start of Shift and End of Shift from the kiosk.
• Fixed the issue with employee update where show performance field was overwritten in employee update even when it was sent blank in the update file.
• Fixed the issue of creating a new schedule variant on change of effective or expiration date.
• Fixed the validation for special characters on the System Config screen.
• Fixed search popups on the Monitor tab to allow the calendar to be fully displayed.

Patches

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• N/A

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Reports

1. Reports now use the Jreports engine instead of Crystal Reports. The reports have a fresh new look which makes the report much easier to read.
    
2. Certain performance reports will display a number of errors during a specified date range to inform the user if the report contains bad data.

Dashboard

1. Dashboard now uses the Jreports engine. The dashboard displays pertinent information, such as performance, utilization, productivity, by facility. The dashboard can be tailored to the user’s preferences to display only their facility or region. Drill down capabilities allows greater detail about each facility to determine which are improving or worsening.

Schedules

1. Effective date of hire will default to day of week Monday when the user is creating a new employee.
    
2. Minimum activities of SOD and EOD are required when creating a new schedule.
    
3. Schedules are required when creating a new schedule group variant.
    
4. Every new employee requires an assigned schedule group before the employee is created.
    
5. Guardrail to prevent same day of week schedules to overlap in time. For example, an employee will have split schedules on Monday, therefore two day of week schedule variants must be created. The schedules selected for these two variants cannot overlap in time.
    
6. Effective date of a newly created schedule group and the associated variant 1 will have a default value of 1/1/1990.
    
7. A button that will create all 7 day of week schedules in a schedule group variant has been added. Each day will have the same schedule selected as the first day of week and each schedule can be changed by the user if desired.

Bug Fixes

• (SUP-1561)  When the End of Shift is configured as Standard Direct, the EOD would be taken as a work assignment and would be sequenced within the employee’s day. Then anytime reshuffle was triggered, ProTrack would create an EOD causing multiple EODs to be assigned to one work schedule.
• (PTW-2035)  Fixed the issue where the non adjusted start time would not display properly in the task details for grouped assignments.
• (PTW-2045) Fixed the issue where home activities could not be set in the employee work info screen.
• (PTW-2048) Fixed the issue when deleting split assignments found within the same DI and then recalc the DI, the deleted assignments would come back to COM status.
• (PTW-2050) Fixed the exporting speed of XYZ components.
• (PTW-2052) Fixed the issue where assignments would err out during import due to a comparison of characters to integers.

Patches

• 2012Q2.2
• 2012Q2.3