Searching for Existing Payees (Payroll NZ)

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 New Zealand module, this field displays New Zealand.

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.

Tax Type

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

- PAYE

- Contractor

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 would be one of the following:

- PAYE

- Contractor

- Umbrella

- 3rd Tier Agency

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

If Tax Type was Any, all the Payee Types will be displayed.

If Tax Type was PAYE, the Payee Type would display PAYE.

If Tax Type was Contractor, the Payee Type would display Contractor, Umbrella, 3rd Tier Agency.

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.

Tax Rate Notification/Exemption Expiry Date (From)

Filters the list of payees according to the earliest contractor tax rate notification or withholding exemption certificate expiry date.

To list only those payees who are contractors and have a tax rate notification or withholding exemption that expires on or after a specific date, select the relevant date in this field.

Tax Rate Notification/Exemption Expiry Date (To)

Filters the list of payees according to the latest contractor tax rate notification or withholding exemption certificate expiry date.

To list only those payees who are contractors and have a tax rate notification or withholding exemption that expires on or before a specific 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) IRD No.

Filters payees according to their Inland Revenue Department number. To list only those payees with a specific IRD number, key in the IRD number in this field.

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

(Tax Details) Tax Code

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