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- Log in to ProTrack Warehouse.
- Select the Employees tab under the Employee menu. The Maintain Employee screen appears.
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image | Maintain Emps.jpg |
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title | Fig.101 123 Maintain Employee |
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Info |
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- Bolded fields are mandatory when adding new employees to ProTrack Warehouse.
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Maintain Employee Tabs Tab | Description |
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Personal Info | Displays personal details of the employee. |
Work Info | Displays work related details of the employee. |
Schedule | Displays the schedule group(s) assigned to the employee. |
Learning Curve | Displays any learning curve(s) assigned to the employee. |
Notes | Displays notes about the employee. |
Table 1618. Maintain Employee Tab Descriptions
Personal Info
This tab displays personal info pertaining the employee.
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image | Personal Info.jpg |
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title | Fig.102 124 Maintain Employee - Personal Info |
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Personal Info Field Description for Personal Info
Field | Description |
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First Name | Type the employee's First Name. |
Last Name | Type the employee's Last Name. |
Employee ID | Type the employee's WMS ID, which is alphanumeric. Must match the ID in the WMS transaction feeds exactly. |
Time & Attendance ID | Type the Time and Attendance ID, which is a unique ID to identify the user with a time and attendance system. Must match the ID in the Time and Attendance feeds exactly. |
Payroll ID | Type the alphanumeric Payroll ID to identify the user to a payroll system. |
Alternate ID | Type the alphanumeric Alternate ID. This ID can appear on reports in place of the employee name or employee ID. |
Telephone 1 | Type the employee's telephone number. |
Telephone 2 | Type the employee's alternate telephone number. |
Email | Type the email address to which company correspondence may be sent in the future. |
Address Line 1 | Type the first line address of the employee. |
Address Line 2 | Type the second line address of the employee. |
City | Type the city of the employee. |
Zip Code | Type the Zip code of the city. |
Country | Select the country of the employee. |
State | Select the name of the state. |
ProTrack User ID | Type the employee's ProTrack Login ID. |
ProTrack Password | Type the employee's ProTrack Login Password. |
Confirm ProTrack Password | Type the same characters as entered in ProTrack Password field. |
Table 1719. Personal Info Descriptions
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image | Work Info.jpg |
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title | Fig.103 125 Maintain Employee - Work Info |
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Work Info Field Description for Work Info
Field | Description |
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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. |
Assign Home Activity | Select the home activity activities the employee belongs to by clicking Image Removedand click the 'Add' arrow. |
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. |
Table 1820. Work Info Descriptions
Schedule
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To assign a Schedule to an employee:
- Click the Schedule tab to assign Schedule Groups to the employee. Refer to the ProTrack Warehouse Configuration Manual for information on setting up Schedule Groups.
- Click Image Modified and a record appears.
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image | ES Add.jpg |
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title | Fig.105 126 Maintain Employee - Adding A Schedule Group |
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- Click Image Modified to bring up a popup window and select a Schedule Group the employee belongs to.
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image | ES Groups.jpg |
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title | Fig.106 127 Maintain Employee - Select Schedule Group |
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- Select the Schedule Group from the list and the popup window will close.
- Click Image Added to select the effective date for the group.
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image | ES Config.jpg |
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title | Fig.128 Maintain Employee - Set Schedule Group Effective Date |
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- 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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Learning Curve
To assign a Learning Curve to an employee:
- 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.
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image | ES LC.jpg |
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title | Fig.129 Maintain Employee - Assigned Learning Curves |
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- To add additional Learning Curve(s), click "Select Learning Curve" link.
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image | ES Add LC.jpg |
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title | Fig.130 Maintain Employee - Add Learning Curve(s) |
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- Select which Learning Curve(s) to apply from the popup window.
- Click Image Added to apply the Learning Curve(s).
- To view the historical progression the employee has made on a Learning Curve, click Image Added next to the Learning Curve.
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image | ELC Steps.jpg |
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title | Fig.131 Maintain Employee - Learning Curve Progression Details |
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Notes
To add additional information about the employee:
- Click on the Notes tab display any notes about the employee.
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image | Notes.jpg |
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title | Fig.132 Maintain Employee - Notes |
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- To add notes, enter the details in the text area provided and click Image Added.
- To view employee's notes, click on the corresponding Employee Notes and the details will be displayed in the Notes text area.
- To delete notes, select the check box to the left of the note and click Image Added.
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:
- Click Image Added in the Maintain Employee screen, the Search Employee screen appears.
- Type at least one of the criteria mentioned above: Last Name, First Name, Role, Supervisor, Facility, Department, or Schedule.
- 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.
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- 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.
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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:
- Search and list the employees you want to view or edit in the 'Employee Search Results' section by providing search criteria.
- 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.
- Change the required fields.
- Click Image Added to save the changes.
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- 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.
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