Available for the following Payroll plan: Standard, Premium
Available for the following user access levels: Admin
Question
How do I filter employees in a pay run?
Answer
You can use the Filtering feature to customise what employees the Payroll classic platform displays within a pay run.
Applying an employee filter
- Click the Pay Run menu.
- Click on a pay run that needs employees filtered.
- Click on the Filter tab.
- Complete the following fields:
- Filter by.
- With x name.
- Click the Apply Filter button.
Further information
Pay run filtering definitions
The table below lists the pay run filters available on Payroll classic and explains what each one lets you filter by.
| 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. |
| Employing entity | Allows you to filter the pay run for employees that belong to a selected employing entity. |
| Employment type | Allows you to filter the pay run for employees that match the specified employment type. |
| 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 super adjustments | Allows you to filter the pay run for employees that have super 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 line 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. |
| Super paid | Allows you to filter the pay run for employees where their super is over or under a specific rate. |
| Tags | Allows you to filter the pay run to show employees with the relevant tags assigned. |
| 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. |