Payroll filters help streamline payroll data input and review by allowing users to filter various screens based on specific criteria. These filters are fully configurable and don't require changes to user security settings or pay group access. Users can apply multiple criteria to create detailed and precise filters as needed.
Types of payroll filters
Default filter: Applied to the Manage Payroll screen and affects input screens.
Input screen filter: Applied directly to the Input screen for targeted data filtering.
Employee tab filter: Applied to the Employee tab for employee data review.
To do this, follow the steps below in Portal.
Enable menu option
To access the payroll filter functionality, follow these steps.
From the dashboard menu, select Security Dashboard.
Click Menu Profiles.
In the search field, search for the menu profile assigned to the user applying filter e.g PAY_MASTER
Click the three-dot icon then select Manage Menu Options.
To filter the systems, click the filter
icon.
From the Filter By System dropdown menu, select All.
In the search field, search for the following menu options:
Settings - Payroll Filters
MAIN MENU - Settings > Settings - Payroll Filters
SETTINGS_MENU.PAYROLLFILTERS
Get group criteria
Get group criteria details
Get group criteria assigned
Create group criteria
Delete group criteria
Get group orggroupitems
Get group orggroups
Update group criteria
Delete group criteria details
Create group criteria details
Enable the toggle for all menu options above.
Default filter
A payroll filter can be set at a default level on the Payroll Dashboard, ensuring it automatically applies to relevant screens within the available pay groups. Once a filter is applied, pay groups will only display employees who meet the specified criteria.
Filters set at the default level remain active even if a user navigates away from the Manage Payroll screen or logs out. These filters affect only the individual user’s view and do not impact other users. The default filter automatically applies to the following screens:
Joiners
Rejoiners
Pay Changes
Manage Payroll Employees
📌Note: Payroll filters are available only on the new screens within Enhanced Joiners, Movers, and Leavers (JML).
If a payroll filter is deleted or renamed, it will be removed as the default filter for any users who had it applied. Additionally, if the criteria within a filter are modified, the system will refresh the filter to reflect the changes for all affected users.
To apply the default payroll filter, follow these steps.
Click Manage Payroll then click Set Default Filter.
From the Payroll Filter drop-down list, select a payroll filter.
Click OK.
Input screen filter
You can apply payroll filters to input screens within the Payroll Dashboard, including the following:
Joiners
Rejoiners
Pay Changes
Manage Employees
If a default filter is set, these screens will automatically apply it. You can remove the default filter and select a new one, but if you navigate away from the screen, the filter will reset to the default.
Apply new payroll filter
To apply a new payroll filter to the input screen, follow the steps below in portal.
Click Manage Payroll then click the relevant pay group.
Click Inputs then click one of the applicable input screens.
Click the filter
icon then expand the filter dropdown menu.
📌Note: If you have set a default filter click X to remove this.
From the Payroll Filter drop down menu, select a filter.
Click Apply.
Employee tab filter
Payroll filters can be applied to the Employee screen. However, if accessed from the side menu instead of the Manage Payroll screen, default filters will not be applied.
To apply a filter on the Employee screen, follow these steps.
Click Employee then click the filter
icon.
Expand the filter drop down menu.
From the Payroll Filter drop down list, select a filter.
Click Apply.
The Employee screen will display the relevant employees that meet the criteria of the filter.
Add payroll filter
To create a payroll filter, follow these steps.
From the dashboard menu, click Payroll Dashboard.
Click Settings then click Payroll Filters.
Click Add.
In the Name field, enter a name then click OK.
From the left-hand menu, select the required reference data.
Select the available fields you want to include.
To move your selection to the assigned column, click the right arrow
icon.
Repeat for all reference data types to be included in the filter.
📌Note: Changes are saved automatically.
Edit payroll filter
To edit a payroll filter, follow these steps.
Click Settings then click Payroll Filters.
In the Search field, search for the filter.
Click the three dot icon then click Edit.
Amend the criteria as required.
📌Note: Changes are saved automatically.
Delete payroll filter
To delete a payroll filter, follow these steps.
Click Settings then click Payroll Filters.
In the Search field, search for the filter.
Click the three dot icon then click Delete.
Click Yes.