Employees

Smart Ops Employees: Merge Employee Records
This article reviews merging Employee Records within Smart Ops. If Workforce is enabled, please refer to the 'Wo...
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Employees: POS Employee Records
This article reviews POS Employee Records. POS Employee Records are automatically created for each Employee included...
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Employees: Update Employee Records
To perform a bulk update on Employee records, navigate to 'Employees' or 'Employees Classic)' u...
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Employees: Employee App Access
Granting Employees access to the R365 Red App and limited-use R365 portals is a simple process. Once the Employ...
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Employees: Mark as 'Inactive'
When an Employee is marked as 'Inactive', they no longer have access to the system. It is highly recommended...
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Employee Record: Creating Employee Notes
The Notes tab of the Employee Record lists all Log Entries where the Employee was tagged. Employee Notes can be for ...
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Employee Master
When new Employees are hired onto your team, their Employee information should be entered in your POS System so that...
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Classic Employee Record
This article covers the Classic Employee Record. It is recommended to manage Employee Records from Smart Ops. Learn ...
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Employees (Classic)
The Employees (classic) page is the Classic version of the Employees list. This page lists all Employee Records. Lea...
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Employees: Unmerging Employees
This article reviews the steps for unmerging Employees who were merged incorrectly.  Merging Employees is a perm...
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