Documentation for ProTrack Warehouse 7.5.
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:
Fig.98 Performance/Cost Reports
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. |
Info
To generate a Performance/Cost report:
Report Name |
Description |
Filter Options |
---|---|---|
Discipline Report |
Displays employees who have been flagged for discipline along with their performance |
|
Employee Summary by Assignment |
This report displays a listing of all assignments worked by each employee over a |
|
Exception Report |
Displays a listing of assignments that are not in 'COM' status, grouped by employee. |
|
Incentive Report |
Displays a list of employees eligible for incentive pay which is determined by the |
|
Indirect Summary |
Displays the time taken per day to perform each indirect activity in the input time period. |
|
Missing Locations Summary |
Identifies any locations that have been imported but are not configured in |
|
Missing Locations Detail |
Identifies any locations that have been imported but are not configured in |
|
Punch Summary Report |
Displays all of the time and attendance time punch information over a date range. |
|
Punch Error Summary Report |
Displays all of the time and attendance time punch information that has erred out |
|
Quality by Assignment |
Displays the number of errors of each quality type committed by assignment in |
|
Quality by Employee |
Displays the no of errors of each quality type committed by employees in the input |
|
Quality by Quality Type |
Displays the total no of errors of each quality type committed by all employees |
|
Trip Audit by Assignment |
Displays a complete breakdown of the standard time allotted for a specific |
|
Trip Audit For Completed Assignments |
Displays a complete breakdown of the standard time allotted for a specific |
|
Schedule Variance Report |
Displays all employee work schedules whose start or end times varied from |
|
Work To Do Summary |
Displays a summary of the assignments by activity that are yet to be completed |
|
Work To Do Report |
Displays the assignments that are yet to be completed within a specified date range. |
|
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.