Question
How do I filter employees in a pay run?
Availability
| Payroll Plan: | Essentials | Standard | Premium |
Answer
You can use the Filtering feature to customise what employees the payroll 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
| 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. |
| 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. |
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