Advanced Filter - Payroll

The Advanced Filter, located on specific views, allows users to narrow the content of the information displayed on a screen. The filters are context sensitive based on where the user initiated the filter.

1. Click the Advanced Filter drop-down menu.

2. Select the checkboxes for the items you want to show.

3. In the Payroll on the Pay Entry views, select the checkboxes that apply:
   
   

   Checkbox	Description
   All	Adds all of the possible payee types (as listed below) for inclusion in your display list.
   Employee	Includes wage employees in your pay entry display.
   Independent Contractor	Includes contract workers paid via 1099 (both individuals as well as company contractors) in your pay entry list.

4. Click one of the following:

   • SAVE to save your filter selection as the default filter for this view.

   • APPLY for a point in time filter. After the user navigates away from the application, the filter reverts to the saved filter selection.

     When APPLY is selected, the Advanced drop-down menu displays red to indicate a temporary filter selection. As long as the user remains logged in to an application, the filter remains. After the user navigates to a different icon (for example: from Company to People), the applied filter is no longer saved.

   • CANCEL to discard the changes and close the Advanced Filter drop-down menu.

5. When selected, the following checkbox items display above the Find payee by name or ID field:

   • Active

   • Terminated

   • On Leave

   • Group name

   • Inactive (PEO clients only)