Pay Runs - Filtering Employees

If your are processing pay runs for a large number of employees, pay run filtering makes large pay runs easy to manage by allowing you to filter down the specific employee, or group of employees you're interested in.

You can filter out employees within a pay run by following these steps:

  1. Open or create the pay run that you wish to apply the filter to.
  2. Click on the 'Filter' tab at the top of the pay runs.
  3. Select the filter criteria you wish to apply.
  4. Click 'Apply Filter'.

Once a filter has been applied, you will only be able to see the employees that match that filter.

 

Filter type

Description

Age

Allows you to filter the pay run for employees that are under, over or equal to a given age

Deductions

Allows you to filter the pay run by deduction categories

Earnings

Allows you to filter the pay run for employees that are under, over or equal to a given earnings

Expense Requests

Allows you to filter the pay run for employees that have expense requests

Has HMRC Adjustments

Allows you to filter the pay run for employees that have HMRC adjustments

Has PAYE Adjustment

Allows you to filter the pay run for employees that have PAYE adjustments

Hours worked

Allows you to filter the pay run for employees that have worked over, under or equal to a given 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 given 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

Pay run Warnings

Allows you to filter the pay run for employees who have pay run warnings

Pension Paid

Allows you to filter the pay run for employees where their pension is over or under a given rate

Tasks

Allows you to filter the pay run for incomplete and completed pay run tasks

Terminated Employees

Allows you to filter the pay run for employees that are terminated

Timesheets

Allows you to filter the pay run for employees that do or do not have timesheets

Total Earnings

Allows you to filter the pay run for employees that are under, over or equal to a given net/gross total earnings

Unpaid employees

Allows you to filter the pay run for employees that have not been paid in the current pay run

 

If you have any questions or feedback, please let us know via support@yourpayroll.co.uk

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