Documentation for ProTrack Warehouse 7.5.

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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:

  1. Log in to ProTrack Warehouse.
  2. Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.


    Fig.98 Performance/Cost Reports


    Performance/Cost Reports Field Description

    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.

    Table 14. Performance/Cost Reports Descriptions

    Info

    • Different fields are available based on the Report Name selected.


To generate a Performance/Cost report:

  1. Click and select the facilities from the Search Facility Name screen.
  2. Select the type of performance report, format and sort criteria from the Report Name and Sort Order lists respectively.
  3. Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
  4. Click and select From Date and To Date in which the activities were performed, this is based on the work schedule date.
  5. Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
  6. Click adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee, and Customer from the lists in the corresponding screens.
  7. Click to generate the report.
List of Performance/Cost Reports

Report Name

Description

Filter Options

Discipline Report

Displays employees who have been flagged for discipline along with their performance
and/or quality thresholds, step levels, and reason code (if applicable).

  • Facility
  • From/To Date
  • Employee

Employee Summary by Assignment

This report displays a listing of all assignments worked by each employee over a
selected date range.

  • Facility
  • From/To Date
  • Employee
  • Assignment

Exception Report

Displays a listing of assignments that are not in 'COM' status, grouped by employee.

  • Facility
  • From/To Date

Incentive Report

Displays a list of employees eligible for incentive pay which is determined by the
configured Incentive Plans.

  • Facility
  • From/To Date
  • Employee

Indirect Summary

Displays the time taken per day to perform each indirect activity in the input time period.

  • Facility
  • From/To Date

Missing Locations Summary

Identifies any locations that have been imported but are not configured in
ProTrack Warehouse over a date range.

  • Facility
  • From/To Date
  • Employee
  • Assignment

Missing Locations Detail

Identifies any locations that have been imported but are not configured in
ProTrack Warehouse, all affected employees, and the activities which the
affected employees worked over a date range.

  • Facility
  • From/To Date
  • Employee
  • Assignment

Punch Summary Report

Displays all of the time and attendance time punch information over a date range.

  • Facility
  • From/To Date

Punch Error Summary Report

Displays all of the time and attendance time punch information that has erred out
over a date range.

  • Facility
  • From/To Date

Quality by Assignment

Displays the number of errors of each quality type committed by assignment in
the input time period.

  • Facility
  • From/To Date
  • Assignment

Quality by Employee

Displays the no of errors of each quality type committed by employees in the input
time period.

  • Facility
  • From/To Date
  • Employee

Quality by Quality Type

Displays the total no of errors of each quality type committed by all employees
per day per assignment in the input time period.

  • Facility
  • From/To Date

Trip Audit by Assignment

Displays a complete breakdown of the standard time allotted for a specific
assignment by determinant, and summarizes the standard time into worktime and
travel totals. Must specify the assignment for the report. Assignments for this report
need not be in 'COM' status.

  • Facility
  • From/To Date
  • Assignment

Trip Audit For Completed Assignments

Displays a complete breakdown of the standard time allotted for a specific
assignment by determinant, and summarizes the standard time into worktime and
travel totals across multiple assignments at once. Assignments for this report
must be in 'COM' status.

  • Facility
  • From/To Date
  • Employee
  • Assignment

Schedule Variance Report

Displays all employee work schedules whose start or end times varied from
the assigned scheduled shift by a user-definable threshold (the "Variance Threshold").
The report also lists the variances of the overall schedule durations to identify when an employee
worked shorter or longer than what they were scheduled to work.

  • Facility
  • From/To Date
  • Employee
  • Variance Threshold

Work To Do Summary

Displays a summary of the assignments by activity that are yet to be completed
within a specified date range.

  • Facility
  • From/To Date

Work To Do Report

Displays the assignments that are yet to be completed within a specified date range.

  • Facility
  • From/To Date
  • Assignment

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.

  • Employee Dashboard – Daily report is constrained to selection of a single day.
  • Employee Dashboard – Weekly report, select the starting date and the report is hard-coded to select the following 6 days after the selected date (for a week-long selection range).
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