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To find an existing payee record, follow the procedure below.

How to Search for a Payee

Navigate to Payroll > Payee.

The Payee Maintenance screen opens.

2.

In the Search section at the top of the screen, key/select as must information about the relevant candidate as you can on the Contact Details tab.

Expand

title	Click here to see descriptions of the search fields that are available.

First Name

Filters the list of candidates/payees according the first name of a candidate.

Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne.

Middle Name

Filters the list of candidates/payees according to the middle name of a candidate.

Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne.

Surname

Filters the list of candidates/payees according to the surname of the candidate.

Leading and trailing wildcard characters (%) can be used for partial matching on the surname. For example, %hill will match names such as Hill and Summerhill while summer% will match names such as Summer and Summerhill.

Payee No.

Filters the list of candidates/payees according to the nine-digit, system-generated payee ID that uniquely identifies any existing payee record to which the candidate is linked.

Candidate No.

Filters the list of candidates/payees according to the nine-digit, system-generated candidate ID that uniquely identifies a specific candidate.

Candidate Migration Id

Filters the list of candidates/payees according to the migration ID that maps the candidate record to a candidate record in a 3rd party payroll system from which the candidate record was imported into FastTrack360 (if applicable).

Payee Migration Id

Filters the list of candidates/payees according to the migration ID that maps the payee record to a candidate record in a 3rd party payroll system from which the payee record was imported into FastTrack360 (if applicable).

Country

Filters the list of candidates/payees by the country to which they are linked. This field is display-only and shows the country of the payroll module in which you are working. For example, if you are working in the Payroll Australia module, this field displays Australia.

Brand

Filters the list of candidates/payees according to the agency brand by which they are managed. To list only those candidates/payees who are managed by a specific agency brand, select the relevant brand in this field.

Region

Filters the list of candidates/payees according to the agency region by which they are managed. To list only those candidates/payees who are managed by a specific agency region, select the relevant region in this field.

Office

Filters the list of candidates/payees according to the agency office by which the candidates are managed. To list only those candidates/payees who are managed by a specific agency office, select the relevant office in this field.

Candidate/Payee

Filters the list of candidates/payees according to whether they are linked to an active payee record. The options available in this field are:

Employed Payees - this is the default option and will only find candidates that are linked to an active payee record (payee record that has no employment end date and is valid on the current date).

Candidates without Payees - will only find candidates who are not already linked to a payee record. Select this option to find individuals who are being onboarded for the first time.

Terminated Payees - will only find payees who have an employment end date.

Any - will find employed payees, candidates without payees and terminated payees.

Filled on Job Without Payee

When ticked, will only find candidates who are placed in a job order but do not have a valid payee record for the pay company to which the job order is linked for the duration of the job order.

Email

Filters the list of candidates/payees according to their email address.

Leading and trailing wildcard characters (%) can be used for partial matching on the email address. For example, % smith@email.comwill match email addresses such as rsmith@email.com and jsmith@email.comwhile rsmith% will match email addresses such as rsmith@email.com and rsmith@email.com.au.

3.

In the Search section at the top of the screen, key/select as must information about the relevant candidate as you can on the Payroll Details tab.

Expand

title	Click here to see descriptions of the search fields that are available.

Tax Type

Filters the list of payees according to their tax type, which be one of the following:

- PAYG

- Company

To list only those payees with a specific tax type, select the relevant tax type in this field.

Payee Type

Filters the list of payees according to their payee type, which will be one of the following:

- whether their income type is individual non-business payee or

- labour hire (sole trader).

- Umbrella

- 3rd Tier Agency

- Company

The available options will depend on the selection made in Tax Type.

Labour Hire and This field is available only if the tax type selected in

the Tax Type field is PAYG.Pay

the Tax Type field is PAYG.

Contractor, Umbrella, 3rd Tier Agency is available only if the tax type selected in the Tax Type field is Company.

Pay Company

Filters payees according to the pay company by which they are employed. To list only those payees who are employed by a specific pay company, select the name of the pay company in this field.

Employment Type

Filters the list of payees according to their employment type. To list only those payees to whom a specific employment type applies, select the relevant employment type in this field.

Enquiry Office

Filters payees according the agency office that acts as the payees' point of enquiry in relation to payroll issues. To list only those payees who are assigned to a specific enquiry office, select the name of the relevant agency office in this field.

Employment Dates (From)

Filters the list of payees according to the earliest employment start date. To list only those payees who commenced employment on or after a certain date, select the relevant date in this field.

Employment Dates (To)

Filters the list of payees according to the latest employment end date. To list only those payees whose employment was terminated on or before a certain date, select the relevant date in this field.

Insurance Policy Expiry Date (From)

WorkCover Payments After Termination

Filters

the list of

payees according

to the earliest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire.

To list only those payees whose insurance polices expire on or after a certain date, select the relevant date in this field.

Insurance Policy Expiry Date (To)

Filters the list of payees according to the latest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire.

To list only those payees whose insurance polices expire on or before

to whether they are subject to receiving WorkCover payments through payroll after their employment has ended.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are subject to WorkCover payments after termination.

Yes - indicates payees will only be returned by the search if they are subject to WorkCover payments after termination. That is, only those payees that have the WorkCover Payments After Termination field ticked on the Payee Entry screen will be returned by the search.

No - indicates payees will only be returned by the search if they are not subject to WorkCover payments after termination.

Insurance Policy Expiry Date (From)

Filters the list of payees according to the earliest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire.

To list only those payees whose insurance polices expire on or after a certain date, select the relevant date in this field.

(Bank Details) Account Name

Insurance Policy Expiry Date (To)

Filters the list of payees according to the latest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to

their bank account name.

search for contractors who cover their own insurance costs and their insurance policy is about to expire.

To list only those payees

who

whose insurance polices expire on or before a certain date, select the relevant date in this field.

(Bank Details) Account Name

Filters the list of payees according to their bank account name. To list only those payees who have a specific bank account name, key in the account name in this field.

(Bank Details) Account No.

Filters the list of payees according to their bank account number. To list only those payees who have a specific bank account number, key in the relevant account number in this field.

(Payment Details) Payment Method

Filters payees according to the how they receive their pay. To list only those payees who are paid by electronic funds transfer (EFT), by cash or by cheque, select the relevant payment method in this field.

(Payment Details) Payslip Delivery Method

Filters payees according to the method by which their payslips are delivered. To list only those payees who receive their payslips via the Candidate portal only, via email or via print, select the relevant delivery method in this field.

(Payment Details) Pay Group

Filters payees according to the pay group to which they are assigned. To list only those payees who are assigned to a specific pay group, select the name of the pay group in this field.

(Tax Details) Company Name

Filters the list of payees according to their company name. To list only those payees who have a specific company name, key in the company name in this field.

This field is only available if the option selected in the Tax Type field is Any or Company.

(Tax Details)

GST Registered

Tax File No.

Filters payees according to

whether they are registered to collect Goods and Services Tax (GST).

This field is only available if the option selected in the Tax Type field is Company or Any.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are GST registered.

Yes - indicates payees will only be returned by the search if they have are GST registered.

No - indicates payees will only be returned by the search if they are not GST registered.

(Tax Details) Voluntary Agreement

Filters payees according to whether they are subject to a voluntary agreement to have tax withheld from their earnings

their tax file number (TFN). To list only those payees with a specific TFN, key in the TFN in this field.

You can use leading and trailing wildcards (%) for partial matching on the TFN. For example, %123 will match any TFN ending in the digits 123 while 123% will match any TFN beginning with the digits 123.

This field is only available if the option selected in the Tax Type field is

CompanyThis field has three options as follows:

PAYG or Any.

Any

(

default) - indicates payees will be returned by the search regardless of whether they are subject to a voluntary agreement.

Yes - indicates payees will only be returned by the search if they are subject to a voluntary agreement.

No - indicates payees will only be returned by the search if they are not subject to a voluntary agreement.

(Tax Details) Tax File No.

Filters payees according to their tax file number (TFN). To list only those payees with a specific TFN, key in the TFN in this field.

You can use leading and trailing wildcards (%) for partial matching on the TFN. For example, %123 will match any TFN ending in the digits 123 while 123% will match any TFN beginning with the digits 123.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

(Tax Details) Tax Scale

Filters payees according to their tax scale. To list only those payees to whom a specific tax scale applies, select the relevant tax scale in this field.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

(Tax Details) No TFN Provided

Filters payees according to whether the system has automatically set the No TFN Provided (28 day rule applied) flag on their payee record. The flag is automatically set if the payee has failed to supply a Tax File Number (TFN) within 28 days of commencing employment and does not have an exemption from the 28 day rule.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they have been automatically flagged as having failed to supply a TFN within 28 days.

Yes

Tax Details) Tax Scale

Filters payees according to their tax scale. To list only those payees to whom a specific tax scale applies, select the relevant tax scale in this field.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

(Tax Details) No TFN Provided

Filters payees according to whether the system has automatically set the No TFN Provided (28 day rule applied) flag on their payee record. The flag is automatically set if the payee has failed to supply a Tax File Number (TFN) within 28 days of commencing employment and does not have an exemption from the 28 day rule.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they have been automatically flagged as having failed to supply a TFN within 28 days.

Yes - indicates payees will only be returned by the search if they have been automatically flagged as having failed to supply a TFN within 28 days.

No - indicates payees will only be returned by the search if they have not been flagged by the system as having failed to supply a TFN within 28 days.

(Tax Details) Exempt From No TFN 28 Day Rule

Filters payees according to whether they have been flagged as being exempt from having to provide a Tax File Number (TFN) within 28 days of commencing employment.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are exempt from the 28 day rule.

Yes - indicates payees will only be returned by the search if they are exempt from the 28 day rule.

No - indicates payees will only be returned by the search if they

have been automatically flagged as having failed to supply a TFN within 28 days.No - indicates payees will only be returned by the search if they have not been flagged by the system as having failed to supply a TFN within 28 days

are not exempt from the 28 day rule.

(Tax Details)

Exempt From No TFN 28 Day Rule

STSL

Filters payees according to whether they have

been flagged as being exempt from having to provide a Tax File Number (TFN) within 28 days of commencing employment.

This field has three options as follows:

Any (default) -

a study and training support loan (STSL) debt such as a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are

exempt from the 28 day rule

subject to an STSL debt.

Yes - indicates payees will only be returned by the search if they are

exempt from the 28 day rule

subject to an STSL debt.

No - indicates payees will only be returned by the search if they are not

exempt from the 28 day rule

subject to an STSL debt.

(Tax Details)

STSL (exc. SFSS)

SAPTO

Filters payees according to whether they

have

are subject to a

study and training support loan (STSL) debt such as a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt

Seniors and Pensioners Tax Offset.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

A payee is considered to be subject to SAPTO if the Seniors & Pensioners Tax Offset field is ticked on the Payee Entry > PAYG Tax Details screen.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are subject to SAPTO.

Yes - indicates payees will only be returned by the search if they are subject to SAPTO.

No - indicates payees will only be returned by the search if they are not subject to SAPTO.

(Tax Details) MLS

Filters payees according to whether they are subject to a Medicare Levy Surcharge.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

A payee is considered to be subject to a MLS if the Medicare Levy Surcharge field is ticked on the Payee Entry > PAYG Tax Details screen.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are subject to MLS.

Yes - indicates payees will only be returned by the search if they are subject to MLS.

No - indicates payees will only be returned by the search if they are not subject to MLS.

(Tax Details) Variation Type

Filters payees according to whether they are subject to a PAYG withholding variation.

This field is only available if the option selected in the Tax Type field is PAYG or Any and the Variation - Approved Withholding Variation Percentage option is selected in the Tax Scale field.

A payee is considered to be subject to a PAYG withholding variation if, on the Payee Entry > PAYG Details screen, the Variation option is selected in the Tax Scale field and the Upward or Downward option is selected in the Variation Type field.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they have an upwards or downwards variation to their PAYG withholding.

Upwards - indicates payees will only be returned by the search if they are subject to an upwards variation to their PAYG withholding.

Downwards - indicates payees will only be returned by the search if they are subject to a downward variation to their PAYG withholding.

(Tax Details) Horticulturalists/Shearers Tax Applies

Filters payees according to whether they are subject to special horticulturalists and shearers tax rates.

This field is only available if the option selected in the Tax Type field is PAYG or Any.

A payee is considered to be subject to horticulturalists and shearers tax rates if the Horticulturalists/Shearers Tax field is ticked on the Payee Entry > PAYG Tax Details screen.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are subject to special horticulturalists and shearers tax rates.

Yes - indicates payees will only be returned by the search if they are subject to special horticulturalists and shearers tax rates.

No - indicates payees will only be returned by the search if they are not subject to special horticulturalists and shearers tax rates.

(Tax Details) Seasonal Worker

Filters payees according to whether they are working in Australia under the Seasonal Worker Programme (SWP).

This field is only available if the option selected in the Tax Type field is PAYG or Any.

A payee is considered to be working under the SWP if the Seasonal Worker Programme field is ticked on the Payee Entry > PAYG Tax Details screen.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are subject to

an STSL debt

the SWP.

Yes - indicates payees will only be returned by the search if they are subject to

an STSL debt

the SWP.

No - indicates payees will only be returned by the search if they are not subject to

an STSL debt

the SWP.

(Tax Details)

SFSS

GST Registered

Filters payees according to whether they

have a Student Financial Supplement Scheme (SFSS) debt

are registered to collect Goods and Services Tax (GST).

This field is only available if the option selected in the Tax Type field is

PAYG or Any.As of 1 July 2019, SFSS is part of the same loan repayment hierarchy as other study and training support loans. Therefore, you can search for a payee with a SFSS debt by ticking the STSL (exc. SFSS) field

Company or Any.

This field has three options as follows:

Any (default) - indicates payees will be returned by the search regardless of whether they are

subject to an SFSS debt

GST registered.

Yes - indicates payees will only be returned by the search if they

are subject to an SFSS debt

have are GST registered.

No - indicates payees will only be returned by the search if they are not

subject to an SFSS debt

GST registered.

4.

At the top of the screen, click Search.

Payees matching your search criteria are listed in the Results section of the screen.

5.

In the Results section of the screen, locate

the relevant candidate.

6.

To open the payee record for viewing only, click the View button at the start of the row where the payee is listed

the relevant candidate.
6.	To open the payee record

for editing

, click the

Edit

View button at the start of the row where the payee is listed

OR

Double click on the payee record within the row.

The Payee record opens in View mode.

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7.

Click Edit to edit the Payee record.

The Payee record changes to Edit mode.

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