In many sub-tabs of the Pay Run Management and Data Entry tabs of Payroll, you can filter which items are displayed in the list. You can also save your filter settings as favorites that you can reuse or load by default. See Data Entry Tab.
When you click Filter, the application displays a panel that is standard to other features in Dayforce. By default, there are no filters applied in the panel, which means that the application displays all available items.
You can click Add Filter at the bottom left of the panel to open a list of filters. You can currently select up to five filters to add to the panel at a time. Each sub-tab has a different set of filters. You can apply filter criteria to view a subset of quick entries without having to save your pending changes.
When you select one or more filter options and click Update, the application adds them to the Filter panel.
Search Fields
In search field filters such as Name, Number, and National ID Number, you can enter all or part of a name or number to search for.
When you expand the drop-down list to the left of the search field, the application allows you to change the filter operator:
| Operator | Description |
|---|---|
| contains | This is the default option. It returns results that have at least all of what you enter. For example, if you enter "Nick", then Nick Smith is returned. However, if you enter "Nick Jones" then Nick Smith isn’t returned |
| does not contain | Returns results that do not contain what you enter. For example, if you enter "Nick" then any user named Nick isn’t returned |
| = | Only returns results that match all (and not more) of what you enter. For example, if you enter "Nick", it won't return Nick Smith |
| <> | Returns results that aren’t a direct match to what you enter. For example, if you enter employee number "001001", all employee numbers that aren’t 001001 are returned |
| begins with/ends with | Returns exact matches starting from the beginning/end of a name or number. For example, select the begins with option and enter "10", and entries for employees with employee numbers starting with 10 are returned |
Drop-Down Lists
In a number of filters (for example, Job Assignment), you can search for all or part of a value and select it from a drop-down list of options. You can select as many options from the list as needed.
Moreover, the drop-down list to the left of the filter field includes the in and not in options. The in option, which is selected by default, returns entries that include the values that you selected. Conversely, the not in option only returns entries that do not include these values.
Filtering Items
To filter items on a list:
- Go to Payroll > Pay Run Management and load a pay run, or open Payroll > Data Entry.
- Open a sub-tab that includes the Filter button (for example, Quick Entry).
- Click Filter to open the panel for filtering entries.
- Click Add Filter at the bottom left of the panel to open a menu of filters, and select filter options.
- Click Update at the bottom right of the menu of filters to add the filters you selected to the panel.
- Enter values in the filters that you selected.
- Click Apply Filter.