Searching for Existing Payees (Payroll UK)

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. 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.com will match email addresses such as rsmith@email.com and jsmith@email.com while 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. 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 whether their income type is individual non-business payee or labour hire (sole trader). This field is available only if the tax type selected in the Tax Type field is PAYG. 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) 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 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 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. 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 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 - 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 are not exempt from the 28 day rule. (Tax Details) STSL (exc. SFSS) Filters payees according to whether they have 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 subject to an STSL debt. Yes - indicates payees will only be returned by the search if they are subject to an STSL debt. No - indicates payees will only be returned by the search if they are not subject to an STSL debt. (Tax Details) SFSS Filters payees according to whether they have a Student Financial Supplement Scheme (SFSS) debt. 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. 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. Yes - indicates payees will only be returned by the search if they are subject to an SFSS debt. No - indicates payees will only be returned by the search if they are not subject to an SFSS debt.
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. To open the payee record for editing, click the Edit button at the start of the row where the payee is listed.