How to filter or group the input sheet
How to group the input sheet
By default, the input sheet will be grouped by employee. This means the list on the left displays each employee (with multiple lines if they have multiple departments) and is organized alphabetically. You can also group by department, which will show each department (organized by department code) grouped together. If grouped by department, employee's working in multiple departments will have an entry per department.
1. On the input sheet, click the Group by dropdown and select the grouping you wish to see.
2. Click Add.
How to filter on the input sheet
1. On the input sheet, under Filter, click Add.
2. You can filter by department, or by employee. If you wish, you can also combine both filters.
By Department: Move the departments you wish to see over from Available to Assigned by double clicking or by using the arrows available. Select one of the three options:
Show Only Home Departments: Employees with multiple departments will only be displayed if their home department matches your search term.
Show Only These Departments: Employees with multiple departments will be shown if one of their departments matches your search term.
Show All Departments For Employees Who Belong To These Departments: Employees with multiple departments will be shown if one of their departments that matches your search term, and they will show with all other departments they work in also displayed.
By Employee: Enter your search term in First Name, Last Name or both. The system will only show results that match your search terms (you can enter partial names).
3. Click Save.
How to add payroll instructions to the input sheet
Adding an instruction to the input sheet If a payroll instruction is not scheduled to appear on this run (or potentially not scheduled to appear on any run by default, as is the case with "occasional" payroll instructions) it will be available to add ...
What does the "Regenerate" button do on the input sheet?
You may have seen the Regenerate button on your input sheet and wondered, "What the implications of pressing it?" Thankfully, there is a warning that pops-up and details all the affects this button has, but we'll also reiterate them below. Any data ...
How to import a CSV file into the input sheet
Export as CSV Create a regular or ad-hoc pay run. Enter the input sheet by clicking the Input Sheet. Click Export as CSV. You will be downloading a file and depending on computer settings may be prompted for a save location. If not, it will be saved ...
How to remove statutory holiday pay from the input sheet
When a statutory holiday falls within a pay period, a payroll instruction will automatically be added to the input sheet for that holiday. Statutory holiday pay can be removed for individual employees in the input sheet or removed entirely if your ...
How to manage payroll specifications for an employee
If a payroll instruction exists for your company as a whole, it is set up in one of two ways; applicable to all employees, or applicable to only those it is added to. If set up as applicable to all employees, the payroll instruction will appear as a ...