Available for the following Payroll plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll classic plans: Standard, Premium
You can use the Filtering feature to customise what employees the Payroll platform displays within a finalised pay run.
Apply an employee filter
- Log into your Employment Hero Payroll platform.
- Click the Pay Run menu.
- Click on a finalised pay run that needs employees filtered.
- Click on the Filter tab.
- Complete the following fields:
Filter by: Select the parameter you want to filter by (e.g., Tags, Locations, Employment type).
With x name / Criteria: Select or enter the specific filter value(s) (e.g., choose one or more tags).
- Click the Apply Filter button.
Note
The Tags filter option will only appear if your business already has tags configured in your platform settings.
Further information
Pay run filtering definitions
| Age | Allows you to filter the pay run for employees under, over or equal to a specified age. |
| Deduction | Allows you to filter the pay run by deduction categories. |
| Earnings | Allows you to filter the pay run for employees under, over or equal to a specified earnings line. |
| Expense request | Allows you to filter the pay run for employees that have expense requests. |
| Has PAYE adjustment | Allows you to filter the pay run for employees that have PAYE adjustments. |
| Has HRMC adjustments | Allows you to filter the pay run for employees that have HMRC adjustments. |
| Hours worked | Allows you to filter the pay run for employees that have worked over, under or equal to a specified number of hours or the employees' standard hours. |
| Leave requests | Allows you to filter the pay run for employees that have leave requests. |
| Locations | Allows you to filter the pay run for employees where their default location or earnings lines location matches a specific location. |
| Marked as complete | Allows you to filter the pay run for employees that have records marked as complete, and those that have records not marked as complete. |
| New employees | Allows you to filter the pay run for employees that are new employees. |
| Warnings | Allows you to filter the pay run for employees with pay run warnings. |
| Pension paid | Allows you to filter the pay run for employees where their Pension is over or under a specific rate. |
| Tags | Allows you to filter the pay run for employees assigned to specific tags configured for your business. You can select one or multiple tags. (Only visible if tags are configured in your business settings.) |
| Tasks | Allows you to filter the pay run for incomplete and/or completed pay run tasks. |
| Tax arrangements | Allows you to filter the pay run for employees by specific tax requirements as per the employees tax-free threshold. |
| Terminated Employees | Allows you to filter the pay run for terminated employees. |
| Timesheets | Allows you to filter the pay run for employees that have timesheets. |
| Total Earnings | Allows you to filter the pay run for employees under, over or equal to a specific net/gross total earnings. |
| Unpaid employees | Allows you to filter the pay run for employees not paid in the current pay run. |
Explore related content
- How can I process a report using the Unpaid Employee Reporting feature? This feature allows you to create a report on the last date your non terminated employees received payment via a pay run.
- How do I report on pay run inclusions via Payroll classic? This feature allows you to create a report on the inclusions your organisation has processed within your finalised pay runs, with the ability to narrow this data down by employing entity, pay schedule and location.