Search Filters
The Search Filters can be used to locate items needing review, correction, updating, approval and more.
Field | Description |
---|---|
Staff | Use this field to filter by the staff member’s name. |
Company | Use this dropdown to filter by company. |
Agency ID | Use this dropdown to filter by agency identification number. |
Location | Use this dropdown to filter by location. |
Team | Use this dropdown to filter by team. |
Service | Use this dropdown to filter by service. |
Position | Use this dropdown to filter by position. |
Type | Use this dropdown to filter by type. |
Event | Use this dropdown to filter by event code. |
Status | Use this dropdown to filter by status. |
Format | Use this dropdown to select the format for exporting payroll. This dropdown does not filter the results. |
Export | Use this dropdown to filter by previous export date and time. |
Date From | Use this field to select the starting date of the range. |
Date To | Use this field to enter the ending date of the range. |
Weekday | Select these checkboxes to filter by day of the week. |
Show Only Items OK To Pay | Select this checkbox to filter for items only marked ‘OK to Pay.’ |
Show As Summary | Select this checkbox to display a summary of payroll items by staff member. |
Send As Test | Select this checkbox to send the payroll export as a test. |
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