Searching for payroll employees

Owned by Former user (Deleted)
Last updated: Mar 17, 2022 by Richard Kennedy (Unlicensed)

If you need to maintain general staff information, see Maintaining staff in the Human resources manual. See Searching in the Introduction manual for information on how to use the search tools.

Note: If the payroll record for the employee is not found, click to add a new employee payroll record from this window. See Creating new payroll employees.

To search for employees' payroll records:

  1. Select Module > Payroll > Payroll Employee Maintenance.
    The Set Payroll Search Criteria window is displayed.


    Note: The Income Stream Errors window is displayed when there are payroll employees with income stream errors for existing pays. These pays need to be fixed before the information is sent to the ATO. See Fixing income stream type errors.

  2. Type in the information you know about the payroll employee or group of employees.


Set Payroll Search Criteria key fields and buttons
Fields

Field

Description

Payroll Year

Select the payroll year.

ID

The Synergetic ID of the payroll employee, if known. This is automatically generated by Synergetic when you create a new payroll employee.

Tagged ID

Select Tagged ID to restrict the search to your tag list. See Tag lists in the Introduction manual.

Discrepancy List

List staff members who have different information in Payroll and Human Resources. See Managing discrepancies between Payroll and Human resources.

Surname

The employee's surname.

Preferred

The employee's preferred name.

Category

Category for the payroll employees. This field is defined in the lookup table luPayrollCategory and defines the employee's area of employment.
For example, administration staff or teaching staff.

Employment Status

Whether full-time, part-time or a casual employee.

Pay Group

Select based on the pay group, such as weekly or monthly pays.

Tax Scale

Select based on the tax scale that is used for the employee.

Note: See Loading new tax rates for information on loading new tax rates.

HELP Tax

In Australia, select whether the HECS-HELP is used to select employees.

Terminated Employees

Select to limit the search by:

  • searching only for employees that have not been terminated
  • searching only for employees that have been terminated
  • ignoring whether or not employees have been terminated.

Pay Code

Select based on the pay code.

Note: For information about maintaining pay codes, see Maintaining pay codes.

Super Fund

Select based on the super fund.

Note: You can maintain super funds at your organisation using the luPayrollSuperannuationFund lookup table. See luPayrollSuperannuationFund lookup table in the Finance manual.

Declaration Send Status

Select to limit the search based on the submission status of tax declarations.

Note: You can define the submission status of tax declarations using the Status drop-down list on the Declarations tab. See Payroll Maintenance - Declarations tab.


Buttons

Button

Description

Show the list of discrepancies between Payroll and Human resources for each employee. See Managing discrepancies between Payroll and Human resources.

Hide the list of discrepancies between Payroll and Human Resources for each employee.