Documentation for ProTrack Warehouse 7.5.

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


    Fig.122 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 18. Maintain Employee Tab Descriptions


Personal Info


Fig.123 Maintain Employee - Personal Info


Personal Info Field Description

Field

Description

First Name

Type the employee's First Name.

Last Name

Type the employee's Last Name.

Employee ID

Type the employee's WMS ID, which is alphanumeric. Must match the ID in the WMS transaction feeds exactly.

Time & Attendance ID

Type the Time and Attendance ID, which is a unique ID to identify the user with a time and attendance system.
Must match the ID in the Time and Attendance feeds exactly.

Payroll ID

Type the alphanumeric Payroll ID to identify the user to a payroll system.

Alternate ID

Type the alphanumeric Alternate ID. This ID can appear on reports in place of the employee name or employee ID.

Telephone 1

Type the employee's telephone number.

Telephone 2

Type the employee's alternate telephone number.

Email

Type the email address to which company correspondence may be sent in the future.

Address Line 1

Type the first line address of the employee.

Address Line 2

Type the second line address of the employee.

City

Type the city of the employee.

Zip Code

Type the Zip code of the city.

Country

Select the country of the employee.

State

Select the name of the state.

ProTrack User ID

Type the employee's ProTrack Login ID.

ProTrack Password

Type the employee's ProTrack Login Password.

Confirm ProTrack Password

Type the same characters as entered in ProTrack Password field.

Table 19. Personal Info Descriptions


Work Info


Fig.124 Maintain Employee - Work Info


Work Info Field Description

Field

Description

Status

Select the employee's status: Active, Inactive, Temporary, or Terminated

Pay Rate

Type the Pay Rate for the employee. It is used for incentives calculations and report based on cost.

Social Security Number

Type the employee's social security number.

Date of Hire

Select the date which the employee was hired by clicking .

Source of Hire

Select the source for the hire from the drop down menu list.

Effective Date

Select the date which the employee will be effective in PTW. Must be at least one-day after the Date of Hire by clicking .

Termination Date

Select the employee's date of termination by clicking .

Departure Reason

Select the reason for terminating the employee from the list.

Home Facility

Select the employee's home facility from the drop down list.

Role

Select the employee's role by clicking .

Department

Select which department the employee belongs to by clicking .

Supervisor

Select employee's supervisor by clicking .

Assign Home Activity

Select the home activities the employee belongs to and click the 'Add' arrow.

Home Zone

Select the home zone the employee belongs to from the drop down list.

Home Microzone

Select the home microzone the employee belongs to from the drop down list.

Grouping Assignment

Select the check box to allow the employee to group assignments through the Kiosk screen.

Show Performance

Select the check box to enable the employee's total information to be displayed on the Kiosk screen.

Show Standard

Select the check box to enable the employee's standards information to be displayed on the Kiosk screen.

Table 20. 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.125 Maintain Employee - Adding A Schedule Group


  3. Click to bring up a popup window and select a Schedule Group the employee belongs to.


    Fig.126 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.127 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.128 Maintain Employee - Assigned Learning Curves


  2. To add additional Learning Curve(s), click "Select Learning Curve" link.


    Fig.129 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 next to the Learning Curve.


    Fig.130 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.131 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
  • 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.


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 the 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.
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