Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium, Core Payroll
Question
How do I filter the employees shown in a finalised pay run on Payroll classic?
Answer
You can use the Filtering feature to customise what employees the Payroll classic platform displays within a finalised pay run.
Applying an employee filter
- Log into your Employment Hero Payroll classic 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. |
| 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 PAYG adjustments. |
| Has KiwiSaver adjustments | Allows you to filter the pay run for employees that have KiwiSaver 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. |
| Tasks | Allows you to filter the pay run for incomplete and/or completed pay run tasks. |
| 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.) |
| 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. |
| Tax arrangements | Allows you to filter the pay run for employees by specific tax requirements as per the employees tax-free threshold. |
Explore related content
- Create and download a pay run comparison report on Payroll classic This feature allows you to create a report that you can use to compare your organisation's finalised pay runs over a chosen time.
- Create and download a pay run inclusion report on 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.