Documentation for ProTrack Warehouse 7.5.

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

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 the most 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 when each employee's specific Activity-level performance is not required.


Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.

Performance/Cost Reports
The lists of Performance/Cost Reports are:

  • Cost by Activity
  • Cost by Customer Summary
  • Employee Dashboard – Daily
  • Employee Dashboard - Weekly
  • Performance by Activity Group
  • Performance by Activity
  • Performance by Department
  • Performance by Department/Activity
  • Performance by Department/Shift
  • Performance by Employee
  • Performance by Alt ID
  • Performance by Facility
  • Performance by Labor Union
  • Performance by Microzone
  • Performance by Schedule
  • Performance by Shift
  • Performance by Supervisor
  • Performance by Tasking Group
  • Performance by Zone


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.

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


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 the date range (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 Labor Union from the lists in the corresponding screens.
    7. Click Submit to generate the report.


Field Description

Field

Description

Facility

Select the facilities whose employees have to be considered for the report.

Report Name

Specify the Report Name that is to be generated. The options are
Cost by Activity
Activity By Zone report
Cost by Customer Summary
Performance by Activity Group
Performance by Activity
Performance by Department
Performance by Department/Activity
Performance by Department/Shift
Performance by Employee
Performance by Employee Alternate ID
Performance by Facility
Performance by Labor Union
Performance by Microzone
Performance by Schedule
Performance by Shift
Performance by Supervisor
Performance by Tasking Group
Performance by WorkCell
Performance by Zone

Sort Order

The order in which the report will be sorted is Alphanumeric

Sub-Total/Total At

Click the type of report to be generated. The options are
Summary and Detail.

From Date

Select the start date of the date range in which the activities were performed.

To Date

Select the end date of the date range in which the activities were performed.

Baseline

Select the format that the base % performance and adjusted % performance will be displayed, either 0% or 100%. This option is available for the following reports: Performance by Employee, Performance by Employee Alternate ID, Performance by Activity, Performance by Activity Group, Performance by Zone. 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. The options are
Indirect
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.

  • No labels