Searching for Existing Payees (Payroll NZ)

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

How to Search for a Payee

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. 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.
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. 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.
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, click the 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.
7.	Click Edit to edit the Payee record. The Payee record changes to Edit mode.