Employee

The Employee 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 Employee under the Employees menu. The Maintain Employee screen appears.

   
   
   ^{Fig.1 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 1. Maintain Employee Tab Descriptions}

Personal Info

^{Fig.2 Maintain Employee - Personal Info}
 

Personal Info Field Description

^{Table 2. Personal Info Descriptions}

Work Info

^{Fig.3 Maintain Employee - Work Info}

Work Info Field Description

^{Table 3. Work Info Descriptions}

Schedule

To assign a Schedule to an employee:

1. Click the Schedule tab. Refer to the ProTrack Warehouse Configuration Manual for information on setting up Schedule Groups.

2. Click  and a record appears.
   
   
   ^{Fig.4 Maintain Employee - Adding A Schedule Group}

    

3. Click  to bring up a popup window and select a Schedule Group the employee belongs to.
   
   
   ^{Fig.5 Maintain Employee - Select Schedule Group}

    

4. Select the Schedule Group from the list and the popup window will close.

5. Click  to select the effective date for the group.
   
   
   ^{Fig.6 Maintain Employee - Set Schedule Group Effective Date} 

    

   • 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.

Learning Curve

To assign a Learning Curve to an employee:

1. 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.
   
   
   ^{Fig.7 Maintain Employee - Assigned Learning Curve} 

    

2. To add additional Learning Curve(s), click "Select Learning Curve" link.
   
   
   ^{Fig.8 Maintain Employee - Add Learning Curve(s)} 

    

3. Select which Learning Curve(s) to apply from the popup window.
4. Click  to apply the Learning Curve(s).
5. To view the historical progression the employee has made on a Learning Curve, click View Progression Steps above the Learning Curve Name.
   
   
   Fig.9 Maintain Employee - Learning Curve Progression Details 

Notes

To add additional information about the employee:

1. Click on the Notes tab display any notes about the employee.
   
   
   ^{Fig.10 Maintain Employee - Notes} 

    

2. To add notes, enter the details in the text area provided and click .
3. To view employee's notes, click on the corresponding Employee Notes and the details will be displayed in the Notes text area.
4. To delete notes, select the check box to the left of the note and click .

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
• Labor Union
• Schedule

To search for particular employees:

1. Click  in the Maintain Employee screen, the Search Employee screen appears.
2. Type at least one of the criteria mentioned above: Last Name, First Name, Role, Supervisor, Facility, Department, or Schedule.

3. Click  in the Search Employee screen. The records for the selected criteria are listed in the 'Employee Search Results' section of the Maintain Employee screen.
    

   Tip

   • 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.
   • There is a check box in the Search window that specifies it will only do a search for Active Employees, uncheck this box if you would like to search for employees that have been inactivated.

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:

1. Search and list the employees you want to view or edit in the 'Employee Search Results' section by providing search criteria.
2. 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.
3. Change the required fields.

4. Click  to save the changes.

   Tip

   • If you have made 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.
   • If changing the Home Facility for an employee, then the Department must be changed as well. If the Department is not changed, you will receive an error message.

Changing Status Of An Employee

When employees no longer require the use of ProTrack Warehouse due to termination, found another job, etc., it is important to change the employee's status from Active to Inactive or Terminated. By keeping employee statuses updated, it will prevent the number of users surpassing the license limit set by the contract. Once the license limit has been reached, no new employees can be created and no updates can be made to the existing employees.

To change the status of an employee:

1. Search and list the employees that will have their statuses changed.
2. 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.
3. Click on the 'Work Info' tab.
4. Select the appropriate status: Inactive, Temporary, or Terminated.

5. For Terminated status, set the termination date by clicking . For Inactive or Temporary status, set the Effective Date by clicking .

6. Click  to apply the changes.
   
   

   Tip

   • When changing the status of an employee, the earliest effective date will be the following day. This allows the employee to finish off the current day before changing statuses.
   • Once the status has been changed and saved, the employee will still display as active but as soon as the effective date of the changed status is hit, the employee will switch statuses.