Documentation for ProTrackWarehouse 2018.1.
Daily Tasks:
1. Fix any errors for the previous day for your direct reports.
- Select the Monitor menu.
- Click on Assignment Status submenu.
- Click Search.
- Enter the date for the previous work day in both the Start Date and End Date fields (leave the Status field blank).
- Click on the Work Schedule Date (underlined in blue) for assignments in error status (ERR).
- Click on the Work Schedule Date for any associate reporting to you.
- A new tab will appear displaying the associate's Daily Inquiry.
- Fix error(s) listed on the screen.
- If help is required on a particular error, please see the site super user.
- Once all error(s) have been corrected, close the Daily Inquiry screen and you will be taken back to the Assignment Status screen.
- Select the next associate from the list.
2. Enter delays or indirects for the previous day for associates reporting to you.
- Select the Operations menu.
- Click on Daily Inquiry submenu.
- Click Search.
- Change the Schedule Date to the previous work day.
- Find the correct associate and click on their Employee ID.
- Add the delay/indirect activity into the proper assignment.
3. Run a Performance by Employee report.
- Select the Report menu.
- Click on Cost/Performance submenu.
- Choose the following criteria:
- Facility: Your Home Facility
- Report Name: Performance by Employee
- Sub-Total/Total-At: Change to Facility, Employee, Activity
- Change the From and To Date to the previous work day
- To the right, under Filter Criteria, choose your name in the Supervisor field.
- Print report.
- Repeat this process, changing the date to represent the week-to-date.
4. Focus on low performers.
- Select the Operations menu.
- Click on Daily Inquiry submenu.
- Click Search.
- Change the Schedule Date to the previous work day.
- Find the first associate from the report that was pulled in daily task #3 (Performance by Employee, previous day) that is below baseline and click on their Employee ID.
- Analyze the Daily Inquiry: Why was this associate below baseline?
- Possible scenarios:
- Look at assignments surrounding breaks and lunch. Poor performance on these assignments could mean the associate is leaving early or returning late from breaks/lunch.
- Are time and attendance punches correct?
- Look at first assignment of the day. Poor performance could mean associate extended Start of Shift activity.
- Look for patterns of performance. Negative assignments all day could mean additional training is needed, or the associate is working at a consistently slow pace.
- Were they credited with all of their breaks and lunch properly and at the correct time?
- Were the breaks/lunch/indirects/delays slotted within the correct assignments? Look out for breaks attaching to an indirect or end-of-day activity that should be have been credited towards a standard assignment.
- Identify outliers - random assignments with poor performance that could mean a delay that has not been entered.
- Possible scenarios:
- Repeat these steps for every associate below baseline.
- Formulate an observation/communication plan for low performers.
- Take notes with information from Daily Inquiry on "why" the associate performed below baseline.
5. Perform your daily walk-around.
- Use both previous day and week-to-date Performance by Employee reports to communicate with every associate how they are performing.
- Hold the associates accountable to their historical observation results.
- Set goals for the upcoming day and week. Then follow up!
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