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    Employee Record 2024-2025 Update
    • 19 Nov 2024
    • 2 Minutes to read
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    Employee Record 2024-2025 Update

    • Dark
    • PDF

    Article summary

    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.

    In Beta
    This feature is in beta. 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

    Legacy Layout

    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

    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


    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.

    New and Legacy Layout Images

    New Layout

    Legacy Layout


    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

    • 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

    Legacy Layout

    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

    • 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

    Legacy Layout

    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

    New Job Details Layout

    Legacy Jobs Grid Layout

    Legacy Job Details Layout


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