If you want to apply filtering to a payroll data export configuration to exclude one or more legal entities or pay groups, or if you have multiple pay groups that should be grouped together and sent at a scheduled day and time, you can set those options in the Filter Options tab in the Payroll Contributions screen of Payroll Data Export.
| Field or Control | Description |
|---|---|
| Exclusion Options | |
| Excluded Legal Entities | Select one or more legal entities to exclude from the export output. No selection includes all legal entities. |
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Employee Filter Important: Selecting no filter options in the Employee Filter section means all employees are included in the export, regardless of whether they were paid or not. This filter is used in the event that certain employees need to be removed from the output. |
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| Active Payroll Elections in the Following Earnings | Select one or more earning definitions to include in active payroll elections to be included or excluded from the export output. |
| And / Or | Select And to include active payroll earning elections and YTD earnings accumulations in the filter or select Or to include only selected YTD Accumulations in the filter. |
| YTD Accumulation in the Following Earnings | Select one or more earning definitions to include in the YTD earnings accumulations for inclusion in the export output. |
| And / Or | Select And to include the active payroll earnings elections and YTD earnings accumulations filters in the employee filter options or select Or to include only active payroll deduction elections and YTD deductions accumulations to be included in the export output. |
| Active Payroll Elections in the Following Deductions | Select one or more deduction definitions to include in active payroll elections to be included or excluded from the export output. |
| And/Or | Select And to include active payroll deductions and YTD deduction accumulations in the filter or select Or to include only selected YTD deduction accumulations in the filter. |
| YTD Accumulation in the Following Deductions | Select one or more deduction definitions to include in the YTD deduction accumulations for inclusion in the export output. |