Employee Record 2024 Update
- 11 Jul 2024
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Employee Record 2024 Update
- Updated on 11 Jul 2024
- 1 Minute to read
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- DarkLight
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Employee records in Smart Ops are being updated throughout Q3 and Q4 of 2024. This article reviews the changes between the legacy layout and the new layout.
In Beta
This feature is in beta. Please contact your CSM to learn more.
Employees Page
The Employees page is receiving a small facelift to add color-coded app access statuses and additional columns.
New and Legacy Layout Images
New Layout
.png "image(153).png")
Legacy Layout
.png "image(166).png")
Column Changes
The following columns have been added:
Employment Status
Departments
Jobs
Employee ID
Primary FLSA Status
Legacy Employee ID
Birthday
The following columns have been removed:
First Name
Last Name
Merging Employee Records
The process for merging employee records is being improved with a employee merge wizard. Employee records are now merged through the Bulk Edit menu, allowing for merging up to 20 records at a time. The merge wizard provides more control over what data is kept in the final employee record after the merge.
New Employee Merge Wizard
Bulk Edit
.png "image(161).png")
Merge Wizard
Fields with multiple options from the merging records can be edited by selecting the correct option from the drop-down menus.
The merge wizard has the following sections:
User Profile
Identification
Contact Info
Emergency Contact Info
Jobs
Employment Info
Labor Settings
Schedule
Employee Record Header
The header of employee records will now show the employee ID number, primary job, and primary location. The Merge button has been removed. Merging is now done through the Bulk Edit menu on the Employees page.
New and Legacy Layout Images
New Layout
.png "image(158).png")
Legacy Layout
.png "image(167).png")
Summary Tab
The Summary tab is new. This tab shows a snapshot of basic employee information found on the Basic Info and Employment tabs:
Quick Info Details
.png "image(154).png")
Primary Reports To
Status
Hire Date
Work Email
Work Phone
Employment Type
Personal Email
Personal Phone
Basic Info Tab
Identification Section
The following field has been added to the Identification section:
Pronoun
New and Legacy Layout Images
New Layout
.png "image(155).png")
Legacy Layout
.png "image(171).png")
Emergency Contact Info Section
The Emergency Contact Info section is new. This section provides fields for storing the employee’s emergency contact information.
Emergency Contact Info Details
.png "image(156).png")
First Name
Last Name
Relation
Email
Phone Number
Employment Tab
Employment Info Section
The following new fields have been added to the Employment Info section:
Employee ID
Employment Type
Primary FLSA Status
Legacy Employee ID
Status
New and Legacy Layout Images
New Layout
.png "image(157).png")
Legacy Layout
.png "image(168).png")
Jobs Section
The following field has been added to the Jobs section:
Reports To
This field is available as a column on the jobs grid and appears in the job details.
New and Legacy Layout Images
New Jobs Grid Layout
.png "image(159).png")
New Job Details Layout
.png "image(160).png")
Legacy Jobs Grid Layout
.png "image(169).png")
Legacy Job Details Layout
.png "image(170).png")
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