Searching for Existing Payees (Payroll UK)

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 UK module, this field displays United Kingdom. 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 - CIS 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 - CIS - Contractor - Umbrella - 3rd Tier Agency The available options will depend on the selection made in Tax Type. PAYE Tax Type would display Payee Types of PAYE and Deemed Contractor CIS Tax Type would display Payee Type of CIS Contractor Tax Type would display Payee Types of Umbrella and 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. (Employment Dates) Start Date 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) End Date 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. Bank Details Filters payees according to the sort code, account name or account number entered. (Payment Details) Payment Method Filters payees according to the how they receive their pay. To list only those payees who are paid by BACS, 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. 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. (Tax Details) NI Number Filters payees according to the NI Number entered (Tax Details) NI Category Filters payees according to the NI Category entered. This will filter for the payees' latest validity period NI Category. (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) Business Type Filters the list of payees according to their business type.
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.