This article is part of the Workforce Employee Record.
- For more information on the layout and features for the Employment Info tab within Smart Ops, please refer to the Smart Ops Employee Record: Employment Tab article.
The Employment tab contains employment information, Job and Responsibility information, and Labor settings.
Article Topics
Employment Info Section
The 'Employment Info' section contains the Employee's hire date, work-provided email and phone, Primary Location, employment type, primary FLSA status, employment status, and Payroll ID
1) Employee ID - System-generated Employee ID used for Payroll
2) Hire Date - The date the Employee was hired.
- Note: This field is required, and the Employee Record will not save if this field is blank.
- Important Note: The date in this field is also used for historical earnings imports. Earnings will not be importable for dates prior to the Employee's hire date.
3) Employment Type - Full-time or part-time status of the Employee
- Note: This field is required, and defaults to 'Part-time'.
4) Primary FLSA Status - Hourly or salary status of the Employee
- Note: This field is required, and defaults to 'Nonexempt'.
5) Work Email - The email used by the Employee for work. This is for informational purposes only.
6) Work Phone - The phone used by the Employee for work. This is for informational purposes only.
7) Primary Location - The Employee's primary/default Location.
- Note: This field is required and the Employee Record will not save if this field is blank
- Note: The 'Primary Location' is the Location associated with the 'Primary Job' for the Employee. The 'Primary Job' is found on the 'Job' section below.
- Note: Receiving an error message when updating this field? Click here to learn how to resolve this error
8) Legacy Employee ID - The Employee's Employee ID used in past payroll systems
9) Legacy Payroll ID - The Employee's Payroll ID used in past payroll systems
10) Status -The employment status of the Employee
- Active - The Employee is actively employed
- Separated - The Employee has been separated from all payroll companies and is no longer employed
- Leave - The Employee is on a leave of absence
- Note: This field is required and the Employee Record will not save if this field is blank
11) Onboarding Manager - Employee assigned to manage the Employee's Onboarding. Learn more about Onboarding an Employee to Payroll here.
12) Exclude from Payroll Export - When checked indicates that the Employee will not be included when hourly earnings are exported from Smart Ops. This option is typically used for salaried Employees who have punch data in the POS that is not used for Payroll purposes.
Jobs Section
The 'Jobs' section lists all Jobs associated with the Employee. For each Job, the Employee's Pay Rate can be added. To assist in scheduling, the Responsibilities and Employee Rating can be defined for each Job listed. Learn about adding and editing Jobs here.
- Note: This section will only appear once the Employee Record is saved.
- Note: If no Jobs are added, the Employee will be hidden from the Schedule Calendar, and cannot be Onboarded to Payroll.
- Note: After adding a Job for a new Legal Entity, it is recommended to update the 'Expected Weekly Hours' section of the Time tab.
Active Jobs List
1) + Add Job - Click to assign a new Job to the Employee. Learn more about adding and editing Jobs here.
2) Job History - Click to view historical Jobs with Effective End Dates that have passed.
3) Search - Filters the listed Jobs for Jobs whose names contain the entered text
4) Filter - Click to filter any of the available columns
- To add a new filter - Click '+Add Filter' to add a new filter and enter the filter parameters.
- To remove a filter - Click the trashcan icon associated with the filter, or click 'Clear All' to clear all filters.
- To apply filters - Click 'Apply' to apply the filters to the Job List.
5) Columns - Click to show or hide the following columns:
- Payroll Status - Employee's status for the listed payroll company
- Payroll Company - Payroll Company that the Employee has been onboarded to
- Legal Entity - Legal Entity associated with the Location for the Job
- Job Title - Name of the Job
- Department - Scheduling Department associated with the Job
- Location - Location associated with the Job
- Pay Type - Hourly or Salary
- Pay Rate - Hourly rate of pay
- Annual Salary - Annual Salary for Jobs with a 'Salary' pay type
- Effective Start Date - Date Job became active for the Employee
- Effective End Date - Date Job became inactive for the Employee
- Responsibilities - Job Responsibilities for the Employee associated with that Job
- Rating - Job Rating for the Employee associated with that Job
- Reports To - The Employee assigned as this Employee's Manager
- Workers' Comp Code - The Worker's Compensation Class Code associated with the Job
6) Job - Details for the Job assigned to the Employee. Click to edit Job Details.
- Note: The blue dot
indicates that the Job is the Employee's 'Primary Job'
7) Edit 
- Click the pencil icon to edit the Job Details
8) Delete 
- Click to delete the Job.
- Hourly Jobs will be removed from the Active Job List and placed in the Job History List with an Effective End Date of 'Today'.
- Salary Jobs can only be deleted when the 'Effective Start Date' is in the future or when the Employee has not yet received any payroll payments. Deleted Salary Jobs do not appear in the Job History List.
Job History List
The Job History List shows all Jobs that have been assigned to the Employee and that have an Effective End Date in the past. These Jobs will not be used for Scheduling or Payroll. Historical Jobs cannot be edited.
The Job History list is accessible by clicking on the 'History' 
icon in the top-right corner of the Jobs section.
Job History Columns:
- Job Title - Name of the Job
- Department - Scheduling Department associated with the Job
- Location - Location associated with the Job
- Pay Type - Hourly or Salary
- Pay Rate - Hourly rate of pay
- Annual Salary - Annual Salary for Jobs with a 'Salary' pay type
- Effective Start Date - Date Job became active for the Employee
- Effective End Date - Date Job became inactive for the Employee
- Responsibilities - Job Responsibilities for the Employee associated with that Job
- Rating - Job Rating for the Employee associated with that Job
- Reports To - The Employee assigned as this Employee's Manager
- Workers' Comp Code - The Worker's Compensation Class Code associated with the Job
Settings Section
The 'Settings' section includes the following employment-related settings:
1) Break Waiver - When checked, this is used to help track and pay for Break and Split Shift Violations
2) Exclude Overtime - When checked, this will ensure that the Employee does not receive any overtime pay on their timecard for any hours worked beyond the timeframe set for the OT Rule Group(s). If not set, this will default OT to over 40 hours in a week. This helps to not skew Labor calculations for Scheduling and Forecasting, and works in conjunction with Overtime Rule Groups
3) Exclude Labor Hours - When checked, this will exclude Labor Hours or Labor $ on the Employee's timecard. This helps to not skew Labor calculations for Scheduling and Forecasting, and works in conjunction with Overtime Rule Groups
4) Exclude Labor $ - When checked, this will display the total Labor Hours for the Employee, but the Employee's Labor $ will not impact the total Labor $ for their corresponding Location(s). This helps to not skew Labor calculations for Scheduling and Forecasting, and works in conjunction with Overtime Rule Groups