Question
How do I filter the employees shown in a finalised pay run?
Availability
| Payroll Plan: | Standard | Premium |
Answer
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. |
| 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 tax adjustment | Allows you to filter the pay run for employees that have tax adjustments. |
| Has CPF adjustments | Allows you to filter the pay run for employees that have CPF 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. |
| 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. |
| 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. |
Author recommended
So you have now filtered your pay run data and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- Payroll pay run reporting: Pay run comparison This feature allows you to create a report that you can use to compare your organisation's finalised pay runs over a chosen time.
- Payroll pay run reporting: Pay run inclusions 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.