Incentive

The Approve Incentive screen is used to approve or deny the incentive payout for individual employees over specific review periods.

To access the Approve Incentive screen:

1. Log in to ProTrack Warehouse.
2. Select Incentive under the Operations menu. The Approve Incentive screen appears with all the employees' status as Awaiting Approval.
   
   
   ^{Fig.3 Approve Incentive}

Search Employees

The list can be expanded to include all statuses (additionally "Approve" and "Disapprove"), or narrowed down by searching for specific employees. Click  in the Approve Incentive screen and the Search Employee screen appears. Any of the following search criteria may be provided:

• Last Name
• First Name
• Role
• Supervisor
• Facility
• Department
• Schedule

To search for particular employees:

1. Click  in the Approve Discipline screen and the Search Employee screen appears.
   
   
   ^{Fig.4 Approve Incentive - Search Employees}

    

2. Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, or Schedule).
   
   

   Tip

   • To list the employees whose last name starts with a particular character, type the character in a specific field. For example, to search the employees with last name starting with the character 'M', enter 'M' in the Last Name field to list employees with last names beginning with an 'M'. You can apply this wild card character to any of the search criteria.

   
   
   ^{Fig.5 Approve Incentive - Search Employees Using Wild Card}

    

3. Click  in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.
   
   

   Tip

   • If no search criteria are specified, all the employees are listed in the 'Search Results' section.

4. Select the check box to the left of each employee you would like to see and click . The selected employee(s) list is displayed in the Approve Incentive screen.
   
   
   ^{Fig.6 Approve Incentive - Selected Employees}
    

Approving or Disapproving Incentive

1. Select the check box of each employee in the list to be approved or disapproved.
   
   
   ^{Fig.7 Approve Incentive - Select Employees}

    

2. Check either check box in the Approve or Disapprove columns: "Approve" to approve the incentive pay, or "Disapprove" to deny the incentive pay for the specified review period.
   
   

   Info

   • If a record is to be disapproved, a "Reason Code" must be selected.

   
   
   ^{Fig.8 Approve or Disapprove Incentive}

    

3. Click  to update and save the records.
   
   

   Tip

   • You can only edit records where the Status is set to Awaiting Approval.
   • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.
   • Payout column refers to how much total additional payment will be given based on the configurable pay rate for that particular employee. In most cases, pay rate is not configured therefore total payout must be calculated manually before actual payment.

Re-running An Incentive Plan

Incentive plans can be re-run in case any adjustments or assignments were missing at the initial run of the plan. Only the last four review periods of a plan can be re-run at any given time, anything older than that cannot be re-run.

1. Click on the Re-Run Incentive tab on the Approve Incentive screen.
   
   
   ^{Fig.9 Re-Run Incentive}
    
2. Select the check box to the left of each plan that will be re-run.
3. Select the review period from the drop down list with which the plan will re-run from. All review periods from the selected one will be deleted and re-ran. For example, if the past two review periods was selected then all records of the past two review periods will be deleted and the the plan will run twice to re-calculate the past two review periods.
   
   
   ^{Fig.10 Re-Run Incentive}
    
4. Click .