Documentation for ProTrack Warehouse 7.5.

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The Employees screen is used to create, edit, and delete employees within ProTrack Warehouse. All productivity, performance, and quality data are associated to individual employees.

To access the Maintain Employee screen:

  1. Log in to ProTrack Warehouse.
  2. Select the Employees tab under the Employee menu. The Maintain Employee screen appears.


    Fig.101 Maintain Employee


    Info

    • Bolded fields are mandatory when adding new employees to ProTrack Warehouse.


Maintain Employee Tabs

Tab

Description

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 16. Maintain Employee Tab Descriptions


Personal Info


Fig.102 Maintain Employee - Personal Info

Field Description for Personal Info

Field

Description

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 17. Personal Info Descriptions

Work Info


Fig.103 Maintain Employee - Work Info

Field Description for Work Info

Field

Description

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 .

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 .

Termination Date

Select the employee's date of termination by clicking

Departure Reason

Select the reason for terminating the employee from the list.

Home Facility

Select employee's home facility from the list.

Role

Select the employee's role by clicking

Department

Select department to which employee belongs to by clicking

Supervisor

Select employee's supervisor by clicking

Home Activity

Select activity performed by the employee by clicking

Home Zone

Select employee's zone from the list

Home Microzone

Select employee's Microzone from the list

Grouping Assignment

Select the check box if the employee can group assignments through the Kiosk.

Show Performance

Select the check box if the employee's total information is hidden in the Kiosk screen.

Show Standard

Check it if the employee's standards information is hidden in the Kiosk screen.

Employee Mandatory Field Description

Tab

Field

Description

Personal Info

Name

Employee's First and Last Name.

Personal Info

Time & Attendance ID

Must match the ID in the Time and Attendance feeds exactly.

Personal Info

Employee ID

Must match the ID in the WMS transaction feeds exactly.

Personal Info

Alternate ID

This ID can appear on reports in place of the employee name or WMS ID.

Personal Info

ProTrack Login

User ID and Password if employee will be logging into PTW.

Work Info

Date of Hire

Date which the employee was hired.

Work Info

Effective Date

Date which the employee is effective in PTW. Must be at least one-day after Date of Hire.

Work Info

Status

Current status of employee: Active, Inactive, Temporary or Terminated.

Work Info

Supervisor

Select the supervisor the employee is assigned to.

Work Info

Home Activity ID

Select the . A required field for Labor Planning.

Work Info

Home Department

Select which department the employee belongs to. Department is tied to the associate and is a reportable bucket.

Work Info

Home Facility

Select which facility the employee belongs to.

Work Info

Role

Select the role the employee will be assigned to. Each role will have varying user functions which are
configured on the Security screen.

Schedule

Name of Schedule

Displays the schedule group the employee is assigned to and when it will expire.

Table 16. Employees Field Descriptions

Info

  • The rest of the fields are optional.
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