Discipline Config

The Discipline Config in ProTrack Warehouse defines discipline criteria plans for employees. An employee can be assigned to one or more discipline plans.

To access the Maintain Discipline Plan screen:

1. Log in to ProTrack Warehouse.
2. Click the Discipline Config tab on the Maintenance menu. The Maintain Discipline Plan screen appears.
   
   

   
   ^{Fig.280 Maintain Discipline Plan}

   
   Maintain Discipline Plan Tab Descriptions

   Tab	Description
   Discipline Plan	Displays the information defined for a discipline plan.
   Steps	Displays the number of steps defined and decay types.
   Criteria	Displays the defined criteria for a discipline plan.
   Plan Type	Displays the content type of the discipline plan. The plan can be for employee or work cell.
   Activity	Displays the specific activities assigned to this plan.

   ^{Table 74. Maintain Discipline Plan Tab Descriptions}

Adding Discipline Plan

To add a Discipline Plan:

1. Type the Plan Name.
2. Click to select the Effective Date.
3. Type the number of Discipline Buffer Days.
4. Type the number of days for the Review Period.
   
   

   
   ^{Fig.281 Maintain Discipline Plan - Adding Plan}

   
   Discipline Plan Field Descriptions

   Field	Description
   Plan Name	Type a Discipline name, which is alphanumeric (Combination of Alphabets and Numbers).
   Effective Date	Date which the plan will become effective. Effective Date defaults to tomorrow's date. Past Dates cannot be selected.
   Discipline Buffer Days	Number of days after the review period is over before the calculation is run. This allows clerks to enter any missing delays or indirects before the plan runs.
   Review Period	Defines the number of days that will be reviewed for discipline.
   Discipline on Learning Curve	If checked, employees on learning curves will be disciplined as well as those who are not on a learning curve.

   ^{Table 75. Discipline Plan Field Descriptions}
   
   
5. Click the 'Steps' tab to assign discipline steps to the plan.
   
   

   
   ^{Fig.282 Maintain Discipline Plan - Discipline Steps}

   
   Steps Field Descriptions

   Field	Description
   Incent on Discipline Step	Select this check box if you want to provide a recommended step level.
   Step Level	Type the steps below which an employee would be considered for incentive.
   Fixed Duration	Type the decay duration in days. This represents how long a step level will take to decrement one level.

   ^{Table 76. Steps Field Descriptions}
   
   
6. Click 'Add New Step' link and a popup screen appears.
   
   

   
   ^{Fig.283 Maintain Discipline Plan - Adding Steps}

   
   
7. Type the Step Level and Step Name and click . The step level and step name are updated in the Level and Name fields in the Maintain Discipline Plan screen.
   
   

   Tip

   • To delete Steps, click Delete check box next to the step level.
   
   
8. Type in the number of days for a step level to decay in the Fixed Duration field.
   
   

   
   ^{Fig.284 Maintain Discipline Plan - Step Levels}

   
   
9. Click 'Criteria' tab to assign thresholds to the plan.
   
   

   
   ^{Fig.285 Maintain Discipline Plan - Criteria}

   
   Criteria Field Descriptions

   Field	Description
   Minimum Hours Requirement	Type the minimum hours required for an employee to be eligible for discipline.
   Performance Threshold	Type the expected performance, in percentage, an employee must maintain.
   Quality Threshold	If this check box is selected, quality will also be considered when determining if an employee will be disciplined.
   No. of Errors	Type the number of acceptable errors for the plan.
   Measured As	Type the threshold error Percentage and select Units as the UOM.
   Rolling Average	Type the Rolling Average and select Days as the duration.

   ^{Table 77. Criteria Field Descriptions}
   
   

   Info

   • Independent Criteria for Home Activities allows the plan to separate Home vs Non-Home activities. Select the check box to enable this option.
   
   
10. Type in the minimum required hours.
11. Type in the expected performance in percent.
12. If quality will also be considered, type in the number of errors, percent of errors, or rolling average.
13. Find and highlight the activities that will be considered for discipline. Select the 'Add' arrow to move the activities into the 'Included Activities' section.