How do I apply a filter to the pay run | Payroll FAQ

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
  1. Click the Pay Run menu.
  2. Click on a pay run that needs employees filtered
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  3. Click on the Filter tab.
  4. Complete the following fields:
    • Filter by.
    • With x name.
  5. Click the Apply Filter button.
    Filter__NZ__1.jpg

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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