FastTrack360 Version 12 Online Help

How to Search for Payslips (Payroll NZ)

To search for payslips, follow the procedure below.

How to Search for Payslips

  1.  

Navigate to Payroll > Pay Process > Payslip Delivery.

The Payslip Delivery screen opens.

2.

In the Search section at the top of the screen, key in or select as much information as possible about the payslip(s) you want to find and click Search.

The following fields appear on the Payslip Details tab:

Pay Company
Filters the list of payslips according to the name of the pay company that issued the payslips.

Leading and trailing wildcards (%) can be used for partial matching on the pay company name. For example, %australia matches pay company names such as FastTrack Australia while fasttrack% returns pay company names such as FastTrack Australian and FastTrack International.
 
Pay Group
Filters the list of payslips according to the pay group to which they correspond.

This field defaults to Any, thereby allowing you to list payslips regardless of the pay group. To list payslips for a specific pay group only, select the relevant pay group name in this field.
 
Pay Period From
Filters payslips according to the start date of the pay period to which they correspond.
 
Pay Period To
Filters payslips according to the end date of the pay period to which they correspond.
 
Batch No.
Filters payslips according to the system-generated batch number that uniquely identifies the pay batch in which the payslips were created.
 
Brand
Filters payslips according to the agency brand by which the payee is managed. This defaults to Any Brand to allow you to list payslips regardless of the corresponding agency brand. To list only those payslips that belong to payees managed by a specific agency brand, select the relevant brand name in this field.
 
Region
Filters payslips according to the agency region by which the payee is managed. This defaults to Any Region to allow you to list payslips regardless of the corresponding agency brand. To list only those payslips that belong to payees managed by a specific agency region, select the relevant region in this field.
 
Office
Filters payslips according to the agency office by which the payee is managed. To list only those payslips that belong to payees managed by a specific agency office, select the relevant office in this field.
The fields available on the Delivery Details tab of the search header of the Payslip Delivery screen are listed and described below.

Payslip Type

This defines whether you need to deliver either a payslip to a payee or to a Supplier. The default will be Payee but if you need to deliver supplier based payslips, change the payslip type to Supplier. This will alter the columns visible in the results grid. Where Supplier is selected, the results will display a total of net pay for the payees linked with their supplier within the pay batch.

The following fields appear on the Delivery Details tab:

Candidate No.
Filters payslips according to the system-generated candidate number that uniquely identifies the candidate to which the payees who own the payslips are linked. This field is enabled when Payslip Type is Payee.
 
Payee First Name
Filters payslips according to the first name of the payee to whom the payslip belongs.
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. This field is enabled if the Payslip Type is Payee.
 
Payee Surname
Filters payslips according to the surname of the payee to whom the payslip belongs.
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. This field is enabled if the Payslip Type is Payee.
 
Payee No.
Filters payslips according to the system-generated payee number that uniquely identifies the payee to whom the payslip belongs. This field is enabled if the Payslip Type is Payee.
 
Payment Date From
Filters payslips according to the earliest payment date on the payslip.
 
Payment Date To
Filters payslips according to the latest payment date on the payslip.
 
Preferred Delivery Method
Filters payslips based on the preferred payslip delivery method that applies to the payee who owns the payslip. This defaults to Any, thereby allowing you to list payslips regardless of the preferred delivery method.
 
Supplier Company

Filters payslips according to the supplier to whom the payslip belongs. This field is visible where Payslip Type is Supplier.

Delivered
Filters payslips according to whether they have been delivered to payees.
 
Delivered Date From
Filters payslips according to the earliest date on which the payslips were delivered.

This field is available only if the Delivered field is set to Yes.
 
Delivered Date To
Filters payslips according to the latest date on which the payslips were delivered.

This field is available only if the Delivered field is set to Yes.
 
Delivered Time From
Filters payslips according to the earliest time of date at which they were delivered.

This field is available only if the Delivered field is set to Yes.
 
Delivered Time To
Filters payslips according to the latest time of date at which they were delivered.
This field is available only if the Delivered field is set to Yes.
 
Delivered By
Filters payslips according to the username of the user who delivered the payslips.

This field is available only if the Delivered field is set to Yes.
 
Actual Delivery Method
Filters payslips according to the actual method that was used to deliver the payslips and not necessarily the preferred delivery method of the payees to whom the payslips belong. This defaults to Any, thereby allowing you to list delivered payslips regardless of the actual delivery method that was used to deliver them.

To list only those payslips that were delivered by a specific delivery method, select the relevant delivery method in this field.

This field is available only if the Delivered field is set to Yes.

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

 

Classification-Public