Payroll filters streamline payroll data input and review by showing only the data relevant to you. You can build detailed, precise filters that match your needs, and they work with existing user access settings or paygroup access.
After you create a filter, you can apply it in three ways:
Apply a default filter.
Apply to the an input screen.
Apply to the employee tab.
📌Note: Payroll filters are available only on the enhanced Joiners, Movers, and Leavers (JML) screens.
To create and apply payroll filters, watch the video, read the user guide, or follow the steps below.
Create a payroll filter
You can create as many payroll filters as you need and customise them with the required criteria. To do this, follow the steps below.
On the Payroll Dashboard, click Settings.
Click Payroll Filters, then click Add.
Fill in a name, then click OK.
From the left-hand menu, select the required reference data.
Select the fields you want to include.
Click the right arrow
icon to move your selection to the assigned column.
Repeat for all reference data types you want to include in the filter.
📌 Note: Changes save automatically.
Edit a payroll filter
After you create a filter, you can edit or delete it as needed. To do this, follow the steps below.
On the Payroll Dashboard, click Settings.
Click Payroll Filters, search for the relevant filter.
Click the three dot menu, then select Edit.
Amend the criteria as required.
📌 Note: When you modify criteria within a filter, the changes apply to all affected users. However, when you delete or rename a payroll filter, it removes the default filter for any users who have it applied.
Apply a filter
Payroll admins can apply filters to certain screens on the Payroll Dashboard, allowing them to filter data to suit their needs. This is done by applying a default filter, or applying a filter once they open a screen.
Default filter
A default filter applies automatically to relevant screens when you open them. This ensures you see the most relevant employees without applying a filter each time.
Default filters remain active when you navigate away from the Manage Payroll screen or log out. They only affect your view, not other users' views. Default filters automatically apply to the following screens:
Joiners
Rejoiners
Pay Changes
Manage Payroll Employees
To apply the default payroll filter, follow the steps below.
On the Payroll Dashboard, click Manage Payroll.
Click Set Default Filter, then select a Payroll Filter from the list.
Click OK.
Input screen filter
You can apply payroll filters when using the following input screens.
Joiners
Rejoiners
Pay Changes
Manage Employees
To apply a payroll filter to an input screen, follow the steps below.
On the Payroll Dashboard, click Manage Payroll.
Select a pay group, then click Inputs.
Click one of the applicable input screens.
Click the filter icon, then expand the filter drop-down list.
🤓Tip: If you have set a default filter click X to remove it.
Select a filter, then click Apply.
Employee tab filter
To apply a filter on the Employee tab, follow the steps below.
On the Payroll Dashboard, click Employee.
Click the filter icon, then select a Payroll Filter from the list.
Click Apply.
Menu options required
Add the following menu options to a menu profile to access the payroll filter functionality:
System | Menu Options |
Core Portal Pay |
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Web Services |
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