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

This tab displays personal info pertaining the employee.


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 the employee's home facility from the drop down list.

Role

Select the employee's role by clicking .

Department

Select which department the employee belongs to by clicking .

Supervisor

Select employee's supervisor by clicking .

Home Activity

Select the home activity the employee belongs to by clicking .

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 18. Work Info Descriptions


Schedule


Fig.104 Maintain Employee - Schedule


  1. 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.
  2. Click and a record appears.


    Fig.105 Maintain Employee - Adding A Schedule Group


  3. Click to bring up a popup window and select a Schedule Group the employee belongs to.


    Fig.106 Maintain Employee - Select Schedule Group


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