Documentation for ProTrackWarehouse 2018.1.

The Incentive Approvals widget is a Team Based Widget and does not require a Supervisor to be selected from the drop down. It provides a list of outstanding incentives to approve or disapprove for the past 30 days and allows the supervisor to quickly view all unapproved incentives for his employees listed by employee by schedule date.

 

Team Based Widget Configuration

Employees must be assigned to the Supervisor, this is done in the Employee screen under the Work Info tab.

Approvals and Disapprovals

Approve/Disapprove can be done for each employee ( all incentive records) or for each specific incentive record by using the interactive section.

 

  • Choosing the approves the incentive
  • Choosing the disapproves the incentive and requires a Incentive reason to be selected.

  • Press the button to save all approvals and dis-approvals.


 

Column NameColumn Description
Associate

Associate Name and Photo

Open or Unresolved issues (Assignments) are identified with a red which is a link to the specific employee's Daily Inquiry (DI).

Period EndEnding Date of a Review Period for Incentive plan.
Plan NameA descriptive name of the incentive plan.
StatusStatus of the incentive entry.
Performance TypeActual performance or adjusted performance
PerformanceEmployee performance percentage for the Review Period which is a link to the specific employee's Daily Inquiry or a Performance by Department Detail report .
Accrual %Accrual % is the accrual % of an employee's base pay rate configured in the payout scale of the incentive plan.
Incentive AmountAmount of Incentive
Approve/DisapproveAbility to approve/disapprove
ReasonReason Code Selection Pull down
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