Payroll Profiles

Payroll Profiles

Purpose and when to use this record

BriskMaintain storesan employee’s payroll profilessetup, asincluding partpay ofbasis, rates, tax treatment, earning defaults, and deduction choices.

At a glance

• Identify it by: Federal Filing Status, and State Filing Status.

• Check its business context: Employee.

• Why care: Payroll setup and run state affect employee pay, taxes, and accounting. Restrict changes to authorized payroll staff and verify them against the approved pay-period records.

• Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on payroll module.profiles. ThisIf generateda referenceCreate, Edit, or Delete control is awaitingabsent, workflowdo review.not work around it with another user’s account; ask an administrator to review your role.

Have valid Employee records ready first. Those selections determine where this Payroll Profile belongs and which later screens can find it.

Create a recordPayroll Profile

TheCreate evidencea packetPayroll identifiesProfile only when the viewexisting choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and sourcemake locationlater selection harder.

1. Select the business context first: Employee.

2. Enter the required identifying and operational values: Employee.

3. Review Pay Type, Pay Schedule, Federal Filing Status, Federal Step2, State Filing Status, and Is Active deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Payroll Profile, then confirm Federal Filing Status, and State Filing Status on its detail page before continuing.

After saving: Open the screen that uses this choice and confirm the Payroll Profile appears with the intended label and availability. Keep the old value for thishistorical action.records Confirmwhen user-facingchanging stepsit beforewould approvingsplit thisor page.relabel prior reporting.

ViewReview recordPayroll Profile details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Payroll Profile currently means. Verify Pay Type, Pay Schedule, Federal Filing Status, State Filing Status, and sourceIs locationActive before relying on it for thisa action.decision.

Confirm

Follow user-facingEmployee stepsto beforedetermine approvingwhether the issue is on this Payroll Profile or on one of those linked records.

Next check: Open the screen that uses this choice and confirm the Payroll Profile appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Payroll Profile

Edit this Payroll Profile when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

1. Open the detail page. Compare Employee with the supporting document or approved request.

2. Recheck Pay Type, Pay Schedule, Federal Filing Status, State Filing Status, and Is Active. These values are most likely to change employee pay, deductions, tax, and payroll accounting.

3. Save the change, return to the list, and confirm that the Payroll Profile now appears under the expected Pay Type, Pay Schedule, Federal Filing Status, State Filing Status, and Is Active.

After the change: Open the screen that uses this choice and confirm the Payroll Profile appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review recordspayroll profiles

The evidence packet identifiesUse the viewPayroll Profiles list to find the correct record before opening or changing it. Compare Federal Filing Status, and sourceState locationFiling Status. Records with similar names or numbers can still belong to different Employee.

• The initial order emphasizes Last Name, and First Name. Select a column heading when you need a different comparison.

Open the Payroll Profile whose Federal Filing Status, and State Filing Status match the task. If it is missing, clear the list filters and recheck Pay Type, Pay Schedule, Federal Filing Status, State Filing Status, and Is Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 16 user-relevant fields for this action.Payroll ConfirmProfile, user-facingincluding steps1 beforelinked-record approvingselection and 4 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

sourcelocation

Field	Required	What it controls
Employee	Yes	The evidenceemployee packetassociated identifieswith thethis viewpayroll andprofile.
Pay Type	No	The pay type recorded for this action.payroll Confirmprofile. user-facingAvailable stepsvalues: beforeHourly, approvingSalary.
Pay Schedule	No	The pay schedule recorded for this page.payroll profile. Available values: Weekly, Biweekly, Semimonthly, Monthly.
Hourly Rate	No	The hourly rate value recorded for this payroll profile.
Salary Annual	No	The salary annual value recorded for this payroll profile.
Overtime Multiplier	No	The overtime multiplier value recorded for this payroll profile.
State	No	Employee work state for withholding.
Federal Filing Status	No	The federal filing status recorded for this payroll profile. Available values: Single, Married Filing Jointly, Married Filing Separately, Head of Household.
Federal Step2	No	IRS Form W-4 Step 2 checked.
Federal Dependents	No	The federal dependents value recorded for this payroll profile.
Federal Other Income	No	The federal other income value recorded for this payroll profile.
Federal Deductions	No	The federal deductions value recorded for this payroll profile.
Federal Extra Withholding	No	The federal extra withholding value recorded for this payroll profile.
State Filing Status	No	The state filing status recorded for this payroll profile. Available values: Single, Married.
State Additional Withholding	No	The state additional withholding value recorded for this payroll profile.
Is Active	No	Whether this payroll profile is active.

What happens next

Open the screen that uses this choice and confirm the Payroll Profile appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

• The record will not save: Recheck Employee and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Pay Type, Pay Schedule, Federal Filing Status, State Filing Status, and Is Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Employee from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.