Documentation for ProTrack Warehouse 7.5.
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:
Fig.101 Maintain Employee
Info
Maintain Employee Tabs
Tab |
Description |
---|---|
Displays personal details of the employee. |
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Displays work related details of the employee. |
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Displays the schedule group(s) assigned to the employee. |
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Displays any learning curve(s) assigned to the employee. |
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Displays notes about the employee. |
Table 16. Maintain Employee Tab Descriptions
Fig.102 Maintain Employee - Personal Info
Field Description for Personal Info
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. |
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. |
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 17. Personal Info Descriptions
Fig.103 Maintain Employee - Work Info
Field Description for Work Info
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 employee's home facility from the list. |
Role |
Select the employee's role by clicking |
Department |
Select department to which employee belongs to by clicking |
Supervisor |
Select employee's supervisor by clicking |
Home Activity |
Select activity performed by the employee by clicking |
Home Zone |
Select employee's zone from the list |
Home Microzone |
Select employee's Microzone from the list |
Grouping Assignment |
Select the check box if the employee can group assignments through the Kiosk. |
Show Performance |
Select the check box if the employee's total information is hidden in the Kiosk screen. |
Show Standard |
Check it if the employee's standards information is hidden in the Kiosk screen. |
Employee Mandatory Field Description
Tab |
Field |
Description |
---|---|---|
Personal Info |
Name |
Employee's First and Last Name. |
Personal Info |
Time & Attendance ID |
Must match the ID in the Time and Attendance feeds exactly. |
Personal Info |
Employee ID |
Must match the ID in the WMS transaction feeds exactly. |
Personal Info |
Alternate ID |
This ID can appear on reports in place of the employee name or WMS ID. |
Personal Info |
ProTrack Login |
User ID and Password if employee will be logging into PTW. |
Work Info |
Date of Hire |
Date which the employee was hired. |
Work Info |
Effective Date |
Date which the employee is effective in PTW. Must be at least one-day after Date of Hire. |
Work Info |
Status |
Current status of employee: Active, Inactive, Temporary or Terminated. |
Work Info |
Supervisor |
Select the supervisor the employee is assigned to. |
Work Info |
Home Activity ID |
Select the . A required field for Labor Planning. |
Work Info |
Home Department |
Select which department the employee belongs to. Department is tied to the associate and is a reportable bucket. |
Work Info |
Home Facility |
Select which facility the employee belongs to. |
Work Info |
Role |
Select the role the employee will be assigned to. Each role will have varying user functions which are |
Schedule |
Name of Schedule |
Displays the schedule group the employee is assigned to and when it will expire. |
Table 16. Employees Field Descriptions
Info