Employees

Employees

Purpose and when to use this record

Maintain the worker record used for sales, time, payroll, service, approvals, and accountability.

At a glance

• Identify it by: Employee Code, First Name, and Last Name.

• Check its business context: User, and Department.

• Why care: These master records supply defaults and choices to later transactions. Correct duplicates and inactive records before staff build more activity on the wrong record.

Before you begin

You need the Brisk permission for the action you are taking on employees. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create an employee

Create an employee after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

1. Select the business context first: User, and Department.

2. Enter the required identifying and operational values: First Name, Last Name, Address Line 1, City, State, and Zip, plus the remaining screen fields.

3. Review Employee Code, Initials, Address Line 2, Secondary Phone, Fax, and Email, plus the remaining screen fields against the source document or approved setup decision.

4. Save the employee, then confirm Employee Code, First Name, and Last Name on its detail page before continuing.

After saving: Verify this employee in Departments, Payouts, Payroll Profiles, and Payroll Run Employees, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete an employee

Delete this employee only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Departments, Payouts, Payroll Profiles, Payroll Run Employees, and Sales, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Employee Code, First Name, and Last Name. After confirmation, return to the Employees list and make sure only the intended employee was removed.

Review employee details

Use the detail page as the shared record of what this employee currently means. Verify Employee Code, Initials, First Name, and Last Name before relying on it for a decision.

Follow User, and Department to determine whether the issue is on this employee or on one of those linked records.

Next check: Verify this employee in Departments, Payouts, Payroll Profiles, and Payroll Run Employees, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Edit an existing employee

Edit this employee to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

1. Open the detail page. Compare User, and Department with the supporting document or approved request.

2. Recheck the identifying information shown on the screen. These values are most likely to change future transactions, defaults, assignment, pricing, and reporting.

3. Save the change, return to the list, and confirm that the employee now appears under the expected Employee Code, First Name, and Last Name.

After the change: Verify this employee in Departments, Payouts, Payroll Profiles, and Payroll Run Employees, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Find and review employees

Use the Employees list to find the correct record before opening or changing it. Compare Employee Code, First Name, and Last Name. Records with similar names or numbers can still belong to different User, and Department.

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

Open the employee whose Employee Code, First Name, and Last Name match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Fields and business rules

Brisk stores 17 user-relevant fields for this employee, including 2 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Employee Code	No	Short code used to identify this employee.
Initials	No	Unique initials used to identify the employee at transaction entry.
First Name	Yes	The first name recorded for this employee.
Last Name	Yes	The last name recorded for this employee.
Address Line 1	Yes	The address line 1 recorded for this employee.
Address Line 2	No	The address line 2 recorded for this employee.
City	Yes	The city recorded for this employee.
State	Yes	The state recorded for this employee.
Zip	Yes	The zip recorded for this employee.
Primary Phone	Yes	The primary phone recorded for this employee.
Secondary Phone	No	The secondary phone recorded for this employee.
Fax	No	The fax recorded for this employee.
Email	No	The email recorded for this employee.
User	No	The user associated with this employee.
Job Title	No	The job title recorded for this employee.
Time Clock Pin	No	Optional PIN for kiosk clock-in/out.
Department	No	The department associated with this employee.

What happens next

Verify this employee in Departments, Payouts, Payroll Profiles, and Payroll Run Employees, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting

• The record will not save: Recheck First Name, Last Name, Address Line 1, City, State, and Zip, plus the remaining screen fields and any message beside the field. A required related record may also be inactive or unavailable to your role.

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