Employee Record 2024-2025 Update

Employee records in Smart Ops are being updated throughout the 2024 and 2025. This article reviews the changes between the legacy layout and the new layout.

Employees Page

The Employees page is receiving a small facelift to add color-coded app access statuses and additional columns.

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.

Preferred Name

When the updated employee record is enabled, the first name entered in the Preferred Name field will be used throughout scheduling instead of the employee’s ‘First Name’.

The following scheduling areas will display the employee’s preferred name:

• Scheduling Calendar

• Shift Details

• Printed Schedule

• Manager Queue

• Employee Messages

• Manager Tools Time Off

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.

Summary Tab

The Summary tab is new. This tab shows a snapshot of basic employee information found on the Basic Info and Employment tabs:

Basic Info Tab

Identification Section

The following field has been added to the Identification section:

• Pronoun

Emergency Contact Info Section

The Emergency Contact Info section is new. This section provides fields for storing the employee’s emergency contact information.

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

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.