> Herb 50 Payroll / Example: Filters

Herb 50 Payroll example: Filters

Note: For more information about filters, see Filter information.

To set a filter on the whole report, select Report > Filters.
To set a filter on a section in a report, select the section, then select Filter in the Properties pane and click the finder button .

Filter examples

Action	Filter
To show only employees who were born on or after a set date.	This example shows employees who were born on or after 1 January 1980: Employees.DateOfBirth Greater than or equal 01/01/1980
To show only employees with a value for their current net pay.	CurrentPay.RndNetPay Does not equal 0

Action

Filter

To show only employees who were born on or after a set date.

This example shows employees who were born on or after 1 January 1980:

Employees.DateOfBirth Greater than or equal 01/01/1980

To show only employees with a value for their current net pay.

CurrentPay.RndNetPay Does not equal 0

Advanced filter examples

To enter the following examples, select Use Advanced Filter when you set the filter.

Action	Filter expression
To show only current employees.	Employees.WorkEndDate = NULL
To show only employees who have left.	Employees.WorkEndDate <> NULL
To show all employees who worked in a particular tax year.	This example shows all employees who worked for the company in the 2012/13 tax year: (Employees.WorkEndDate >= #2012-04-06# OR Employees.WorkEndDate = NULL) AND Employees.WorkStartDate <= #2013-04-05#
To show employees who either started or left within a particular date range.	This example shows all employees who either started or left the company between 6 April 2012 and 5 April 2013: (Employees.WorkStartDate >= #2012-04-06# AND Employees.WorkStartDate <= #2013-04-05# OR (Employees.WorkEndDate >= #2012-04-06# AND Employees.WorkEndDate <= #2013-04-05#)
To show only employees who started work in a specific year.	This example shows employees who started work in 2013: DateTimeToFormattedString(Employees.WorkStartDate, "yyyy") = "2013"
To show only one payment type on a post-update report.	This example shows only the Salary payment type: PaymentHistory.PaymentDescription LIKE "Salary"
To show several specific payment types on a post-update report.	This example shows the payment types Salary, Bonus and Commission: PaymentHistory.PaymentDescription IN ("Salary", "Bonus", "Commission")
To show all employees with a tax code that ends with a particular letter.	This example shows all employees whose tax code ends with the letter L: Employees.TaxCode LIKE "%L"
To show employees whose national insurance number begins with anything except specific letters.	This example shows employees whose national insurance (NI) number begins with any letters other than "JB": Employees.NINumber NOT LIKE "JB%"
To show all employees with a particular format of tax code.	This example shows employees who have a K tax code followed by three numbers: Employees.TaxCode LIKE "K___"
To show all employees who are paid using a specific method and frequency.	This example shows all employees who are paid by cheque on a monthly basis: Employees.PaymentMethod LIKE "Cheque" AND Employees.PaymentPeriod LIKE "Monthly"

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