Discipline

Discipline in ProTrack Warehouse is used to track individuals' performance. The discipline plans evaluates the individual level performance, effectiveness, utilization, total performance, quality, safety, and attendance.

The Approve Discipline screen helps you to approve or deny the discipline step for individual employees. The options in the Approve Discipline screen are available depending on the user privileges.

To access the Approve Discipline screen:

1. Log in to ProTrack Warehouse.

2. Select Discipline under the Operations menu. The Approve Discipline screen appears with all the employees' status as Awaiting Approval.
   
   
   ^{Fig.1 Approve Discipline}

   
   Field Description

   Field	Description
   Employee Name	First and last name of employee on discipline.
   Plan Name	Displays the discipline plan the employee is assigned to.
   Step Level	Displays the next discipline level the employee will increment to if approved.
   Review Period	Displays the start and end days of which the discipline plan ran.
   Status	Displays approve or disapprove of that discipline level.
   Approve	Select the check box if the employee is approved.
   Disapprove	Select the check box if the employee is disapproved.
   Reason Code	Select a Reason Code for the disapproval from the list.

   ^{Table 1. Approve Discipline Descriptions}

Searching For 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
• Labor Union
• Schedule 

To search for particular employees:

1. Click  in the Approve Discipline screen and the Search Employee screen appears.
   
   
   ^{Fig.2 Approve Discipline - Search Employees}

    

2. Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, Labor Union, or Schedule).
   
   
   ^{Fig.3 Approve Discipline - Search Employees Using Wild Card}

    

   Tip

   • To list the employees whose last name starts with a particular character, type the character in a specific field. For example, to search the employees with last name starting with the character 'M', enter 'M' in the Last Name field to list employees with last names beginning with an 'M'. You can apply this wild card character to any of the search criteria.

3. Click  in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.

   Tip

   • If no search criteria are specified, all the employees are listed in the 'Search Results' section.

4. Select the check box to the left of each employee to view in the Approve Discipline screen.
   
   
   ^{Fig.4 Approve Discipline - Select Employees}

    

5. Click  and the selected employee list is displayed in the Approve Discipline screen.
   
   
   ^{Fig.5 Approve Discipline - Selected Employees}

Viewing & Editing Employee

The employees can be viewed and edited from the Approve Discipline screen.

To view and edit the approve discipline:

1. Search and list the employee you want to view or edit in the 'Search Results' section by providing a search criteria.

   Info

   • The Approve Discipline screen by default shows all the employees with status as 'Awaiting Approval'.

2. Select the Select check box of Individual employees listed in the Approve Discipline screen.
   
   
   ^{Fig.6 Approve Discipline - Select Approved Employees}

    

   Tip

   • If you click on the checkbox next to Select, it will check all employees listed on the screen.

3. Check either check box in the Approve or Disapprove columns: "Approve" to approve the discipline step, or "Disapprove" to deny the discipline step for the specified review period.

   Info

   • If a record is to be disapproved, a "Reason Code" must be selected.

   
   
   ^{Fig.7 Approve or Disapprove Discipline}

    

4. Click  and the selected and changed employee records are updated.

   Tip

   • You can only edit records where the Status is set to Awaiting Approval.
   • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.