Summary

Filters enable you to view a specific group of employee records in Transaction View. You can filter records by single fields or by a combination of fields in Employee View or Drill Down View.

Important: You cannot use the Save Layout As option to save filters in Transaction View.

Apply a filter

When you click the Filters button in the Grid toolbar, drop-down buttons appear in the column headers. You can then filter records by any of these fields.

• Using the Filters button in Employee View allows you to filter by any of the Details or Totals column headers, such as Code, Ord Hrs and Nett.
• Using the Filters button in Drill Down View allows you to filter by any of the Drill Down column headers, such as Code, CostCentre and Total.

  Note: You can also filter by a combination of Employee View and Drill Down fields.

This example filters Employee View by ordinary hours.

1. Click in the Employee View area.
2. Click the Filters button in the Grid toolbar.

   Drop-down buttons appear in the Employee View column headers.

3. Click the Ord Hrs drop-down button.

   A list of the ordinary hour values used in this pay sequence appears.

4. Click the checkbox for the required value, such as 40.00.

   Note: You can select multiple options in the filter list.

   Employee View now displays only employees with 40.00 ordinary hours. Transaction View uses the following indicators to show that you have applied a filter:

   • The filter drop-down arrow in the Ord Hrs column header changes from black to blue to indicate that this column is filtered.
   • The Active Filter Bar at the bottom of the Employee View area displays filter information.

   

5. In the Active Filter Bar, click the cross button to clear the filter without saving it.
6. Click the Filters button in the Grid toolbar to remove the column header drop-down buttons.

Active Filter Bar

When you apply a filter, the Active Filter Bar at the bottom of the grid or area contains the following buttons:

Cross
Clear the filter without saving it.

Tick checkbox
Click the ticked checkbox to clear the filter and save it for later use in this session. Click the blank checkbox to reapply the filter.

Drop-down
Available only after you save a filter by clicking the ticked checkbox. Displays a list of filters saved in this session that you can select to apply.

Customize
Displays the Filter builder form that allows you to edit the filter.

Custom Filter

When you click "(Custom...)" in the Filter drop-down menu, the Custom Filter form appears. This example creates a filter to view only employees who have a Gross pay value between $750.00 and $1000.00 (inclusive).

1. Click in the Employee View area.
2. Click the Filters button in the Grid toolbar.
3. Click the Gross drop-down button.
4. Click Custom.

   The Custom Filter form appears.

5. In the first field, select is greater than or equal to.
6. In the associated text field, enter 750.00.
7. Click the AND option.
8. In the second field, select is less than or equal to.
9. In the associated text field, enter 1000.00.
10. Click OK.

Employee View now displays only employees who have a Gross pay value between $750.00 and $1000.00 (inclusive).

When you create a Custom Filter for a non-numeric field, the drop-down options include "like" and "not like". You can use the following wildcard characters with these options:

• Underscore (_) to wildcard a single character. For example, SALES_ would display records for SALES1 and SALES2.
• Percentage sign (%) to wildcard a series of characters. For example, SALES% would display records for SALES1, SALES2, SALESMGR and SALESHELP.

Apply multiple filters

You can use multiple filters to select a very specific group of employees. Based on the previous examples, you could apply the Ord Hrs filter and the Gross custom filter to display only employees who will be paid 40 hours ordinary time in this pay sequence with a Gross pay of between $750.00 and $1000.00 (inclusive).

Save Custom Filter

You can save custom filters. This example shows how to save the custom filter created in the previous example.

1. Click the Customize button in the Active Filter Bar.

   The Filter builder form appears.

2. Click Save As.
3. Navigate to the folder you want to save the filter in.
4. Enter an appropriate File name, such as "TvGrossEmployeeFilter.flt".
5. Click Save.
6. In the Filter builder form, click OK.

Open saved Custom Filter

You can open saved custom filter. This example show how to open the TvGrossEmployeeFilter.flt saved in the previous example.

1. In the Filter builder form, click Open.
2. Navigate to the folder that TvGrossEmployeeFilter.flt was saved in.
3. Double-click TvGrossEmployeeFilter.flt to load it.
4. Click OK to apply the filter.

You can also edit and save your filter.

Filter builder

The Filter builder form contains the following features:

Filter
Click this button to display the following options:

• Add Condition - Add a condition to the first level of the list.
• Add Group - Add a lower level of conditions with a separate relationship.
• Clear All - Clear all conditions from the filter.

AND, OR, NOT AND, NOT OR
Defines the relationship between conditions on the same level.

...
Click this button to display the following options:

• Add Condition
• Add Group
• Remove Row - Remove the condition on this row and any lower level conditions associated with this row.

(Field)
Click this part of the condition to see a list of fields currently displayed in the grid or window.

(Operator)
Click this part of the condition to see a list operators that now include "in", "not in", "between", and "not between".

(Value)
Click this part of the condition to enter a value.

press the button to add a new condition
Click this button to add a condition to the end of the list. The level of the new condition is determined by the level of the last condition in the list.

Open
Open a saved filter (*.flt).

Save As
Save the current filter.

Note: You cannot save filters in hosted environments, such as PayGlobal Online Services.

OK
Apply the current filter and close the filter builder.

Cancel
Close the filter builder without saving any changes.

Apply
Apply the current filter.