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This The Performance/Cost Reports screen contains reports used for analyzing employees' performance. Each of these reports can be run with two levels of granularity, a "Summary" version and a "Detail" version. The Detail versions offer more specific information and are good for analyzing and explaining an employee's performance. The Summary versions are best for reporting on a large group of people where each employee's specific Activity-level performance is not required.
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- Log in to ProTrack Warehouse.
- Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.
image image PerfCost Report.jpg title Fig.98 114 Performance/Cost Reports
Performance/Cost Reports Field DescriptionTable 14. Performance/Cost Reports DescriptionsField
Description
Facility
Select the facilities that will be displayed in the report.
Report Name
Select which report to generate.
Sort Order
The order in which the report will be sorted is Alphanumeric.
Sub-Total/Total At
Reports can be generated either by Summary or Detail.
From Date
Select the start date of the report.
To Date
Select the end date of the report.
Baseline
Select the format that the base % and adjusted % performance will be displayed on the report, either 0% or 100%. When the option is disabled, the format defaults to 0%.
Activity Type
Select the activity type of the assignment for which the report has to be generated, either Indirect or Standard Direct.
Tasking Group
Select the Tasking Group(s) for which the report should be generated.
Activity Group
Select the Activity Group(s) for which the report should be generated.
Shift
Select the Shift(s) for which the report should be generated.
Department
Select the Department(s) for which the report should be generated.
Schedule
Select the Schedule(s) for which the report should be generated.
Supervisor
Select the Supervisor(s) for which the report should be generated.
Activity
Select the Activity(s) for which the report should be generated.
Zone
Select the Zone(s) for which the report should be generated.
Microzone
Select the Microzone(s) for which the report should be generated.
Employee
Select the Employee(s) for which the report should be generated.
Customer
Select the Customer(s) for which the report should be generated.
Info title Info - Different fields are available based on the Report Name selected.
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- Click
and select the facilities from the Search Facility Name screen. - Select the type of performance report, format and sort criteria from the Report Name and Sort Order lists respectively.
- Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
- Click
and select From Date and To Date in which the activities were performed, this is based on the work schedule date. - Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
- Click adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee, and Customer from the lists in the corresponding screens.
- Click
to generate the report.
List of Performance/Cost Reports
Report Name | Description | Filter Options |
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Discipline Report | Displays employees who have been flagged for discipline along with their performance |
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Employee Summary by Assignment | This report displays a listing of all assignments worked by each employee over a |
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Exception Report | Displays a listing of assignments that are not in 'COM' status, grouped by employee. |
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Incentive Report | Displays a list of employees eligible for incentive pay which is determined by the |
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Indirect Summary | Displays the time taken per day to perform each indirect activity in the input time period. |
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Missing Locations Summary | Identifies any locations that have been imported but are not configured in |
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Missing Locations Detail | Identifies any locations that have been imported but are not configured in |
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Punch Summary Report | Displays all of the time and attendance time punch information over a date range. |
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Punch Error Summary Report | Displays all of the time and attendance time punch information that has erred out |
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Quality by Assignment | Displays the number of errors of each quality type committed by assignment in |
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Quality by Employee | Displays the no of errors of each quality type committed by employees in the input |
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Quality by Quality Type | Displays the total no of errors of each quality type committed by all employees |
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Trip Audit by Assignment | Displays a complete breakdown of the standard time allotted for a specific |
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Trip Audit For Completed Assignments | Displays a complete breakdown of the standard time allotted for a specific |
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Schedule Variance Report | Displays all employee work schedules whose start or end times varied from |
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Work To Do Summary | Displays a summary of the assignments by activity that are yet to be completed |
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Work To Do Report | Displays the assignments that are yet to be completed within a specified date range. |
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Table 15. List of Performance/Cost Reports
Info title Info For the most part, the filtering and date-selection options are the same for all of the reports. Exceptions include the Employee Dashboard – Daily & Weekly reports.
- Employee Dashboard – Daily report is constrained to selection of a single day.
- Employee Dashboard – Weekly report, select the starting date and the report is hard-coded to select the following 6 days after the selected date (for a week-long selection range).
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Report Profile
This functionality allows you to specify various filtering options for a report and save it for future use. This saves you time from entering the criteria again the next time you want to view the same report. This functionality is independent from the Report Profiles used in Ad Hoc Reporting which are managed under Maintenance > Report Profile.
To save a configured report for future use:
- Build a report with the desired selections.
- Click the
button. - Enter a name for the profile in the popup window.
image image Profile Name.jpg title Fig.115 Performance/Cost Report - Save Report Profile - Click
to update the Report Profile list.
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For the most part, the filtering and date-selection options are the same for all of the reports. Exceptions include the Employee Dashboard – Daily & Weekly reports.
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Overview
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