Performance-Cost Reports

This 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.

To access the Performance/Cost Reports screen:

Log in to ProTrack Warehouse.

Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.

^{Fig.98 Performance/Cost Reports}

Performance/Cost Reports Field Description

Field	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.

^{Table 14. Performance/Cost Reports Descriptions}

Info

Different fields are available based on the Report Name selected.

To generate a Performance/Cost report:

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
Discipline Report	Displays employees who have been flagged for discipline along with their performance and/or quality thresholds, step levels, and reason code (if applicable).	Facility From/To Date Employee
Employee Summary by Assignment	This report displays a listing of all assignments worked by each employee over a selected date range.	Facility From/To Date Employee Assignment
Exception Report	Displays a listing of assignments that are not in 'COM' status, grouped by employee.	Facility From/To Date
Incentive Report	Displays a list of employees eligible for incentive pay which is determined by the configured Incentive Plans.	Facility From/To Date Employee
Indirect Summary	Displays the time taken per day to perform each indirect activity in the input time period.	Facility From/To Date
Missing Locations Summary	Identifies any locations that have been imported but are not configured in *ProTrack* Warehouse** over a date range.	Facility From/To Date Employee Assignment
Missing Locations Detail	Identifies any locations that have been imported but are not configured in *ProTrack* Warehouse**, all affected employees, and the activities which the affected employees worked over a date range.	Facility From/To Date Employee Assignment
Punch Summary Report	Displays all of the time and attendance time punch information over a date range.	Facility From/To Date
Punch Error Summary Report	Displays all of the time and attendance time punch information that has erred out over a date range.	Facility From/To Date
Quality by Assignment	Displays the number of errors of each quality type committed by assignment in the input time period.	Facility From/To Date Assignment
Quality by Employee	Displays the no of errors of each quality type committed by employees in the input time period.	Facility From/To Date Employee
Quality by Quality Type	Displays the total no of errors of each quality type committed by all employees per day per assignment in the input time period.	Facility From/To Date
Trip Audit by Assignment	Displays a complete breakdown of the standard time allotted for a specific assignment by determinant, and summarizes the standard time into worktime and travel totals. Must specify the assignment for the report. Assignments for this report need not be in 'COM' status.	Facility From/To Date Assignment
Trip Audit For Completed Assignments	Displays a complete breakdown of the standard time allotted for a specific assignment by determinant, and summarizes the standard time into worktime and travel totals across multiple assignments at once. Assignments for this report must be in 'COM' status.	Facility From/To Date Employee Assignment
Schedule Variance Report	Displays all employee work schedules whose start or end times varied from the assigned scheduled shift by a user-definable threshold (the "Variance Threshold"). The report also lists the variances of the overall schedule durations to identify when an employee worked shorter or longer than what they were scheduled to work.	Facility From/To Date Employee Variance Threshold
Work To Do Summary	Displays a summary of the assignments by activity that are yet to be completed within a specified date range.	Facility From/To Date
Work To Do Report	Displays the assignments that are yet to be completed within a specified date range.	Facility From/To Date Assignment

^{Table 15. List of Performance/Cost Reports}

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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List of Performance/Cost Reports