Tech Nerd - SmartSuite Expert Needed

Posted yesterday

Worldwide

Summary

I’m looking for a highly experienced SmartSuite specialist to help solve a structural issue across two active solutions in my workspace. This is a live operational system, so accuracy, caution, and a clear implementation plan are essential. The setup I currently have: 1. People & Performance This is where I manually enter staff hours and hourly rates, which calculate wage overheads. 2. Weekly Incentives This solution pulls the actual wage cost from People & Performance and uses that data in formula fields to calculate ROI targets and incentive eligibility. The issue At present, when I update a team member’s hours or hourly rate in People & Performance, those changes flow through and recalculate historical records in Weekly Incentives. That is not what I want. I only want changes to apply from the point of update going forward, while preserving historical records exactly as they were at the time they were created. What I need I need someone who can assess the current structure and propose a safe, practical workaround that prevents retroactive changes to historical incentive records. The ideal outcome is a solution that: •Preserves historical accuracy. •Prevents past records from changing when pay rates or hours are updated. •Protects the integrity of active formulas and live records. •Avoids breaking existing workflows or dependencies. Can be explained clearly before any implementation begins. Required approach Before making any changes, I want the freelancer to: •Review the current structure. •Explain why the historical recalculation is happening. •Recommend the best solution or workaround. •Outline exactly what will be changed and why. •Obtain approval before implementation. I’m specifically looking for someone who thinks carefully about data structure, not just formula editing. Ideal experience You should have strong experience with: •SmartSuite formulas and linked records. •Managing live operational databases. •Preserving historical snapshots of data. •Workflow and data architecture design. •Safely implementing changes in active systems. Ongoing opportunity If this goes well, there will likely be ongoing work opportunities. I regularly improve and refine business systems, automations, and operational workflows, so I’m looking for someone reliable who can become a go-to SmartSuite resource. To apply Please include: •A brief summary of your SmartSuite experience. •A relevant example of a similar issue you’ve solved. •Your proposed approach before any work begins. •Any risks, limitations, or considerations I should be aware of.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $10.00

    -

    $30.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Tech & IT
English
Business with 1-9 Employees
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:yesterday
  • Interviewing:
    8
  • Invites sent:
    31
  • Unanswered invites:
    19
About the client
Member since Dec 3, 2020
  • Australia
    West End11:23 AM
  • $39K total spent
    20 hires, 5 active
  • 2,103 hours
  • Education
    Mid-sized company (10-99 people)

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