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Using the Criteria option, you can filter the list of your employees by Cost Centre, Department, Payment Period and Payment Method.
Tip: You can create Employee Groups and use these to display a list of specific employees.
1. Horizontal toolbar > Criteria.
2. Outline Level Structure > select the filter you want to apply.
3. Select the Payment Periods and the Payment Methods you want to include.
Note: If a user does not have access to a payment period, for example weekly, the payment period check box is not available from the Criteria window. If you want to change a user's access rights, so they can view employees with a particular payment period, log on as MANAGER or a user with access to Access Rights > Tasks > Security > Access Rights > select the relevant check box.
4. To exclude employees who are on hold, on holiday, are current or historical leavers, select the appropriate check box.
Note: If you store historical data, leavers are no longer deleted when you run a year end. Therefore, if you do not want leavers from previous years to appear in the employee list, ensure that you select the Historical Leavers check box.
5. To finish and save your changes > OK.
The criteria you have set is reflected in the tree view display. For example, if you have chosen to exclude those employees who are paid monthly, the Monthly folder, disappears from view.
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