Searching for Existing Payees (Gross Pay Country)

The search fields available on the Contact Details tab are as follows:

First Name

Filters the list of payees according the first name of the candidate to whom they are linked.

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 payees according to the middle name of the candidate to whom they are linked.

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 payees according to the surname of the candidate to whom they are linked.

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 according to the payee ID that uniquely identifies a payee.

Candidate No.

Filters the list of candidates according to the candidate ID that uniquely identifies the candidate to which the payees are linked.

Email

Filters the list of 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.

Brand

Filters the list of payees according to the agency brand by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate that is managed by a specific agency brand, select the relevant brand in this field.

Region

Filters the list of payees according to the agency region by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate who is managed by a specific agency region, select the relevant region in this field.

Office

Filters the list of payees according to the agency office by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate who is managed by a specific agency office, select the relevant office in this field.

The payee search fields that appear in the header of the Portal > Pay > Payee > Payee Maintenance > Contact Details screen are listed and described below.

Candidate/Payee

Filters the list of candidates according to the status of any linked payee records. To list those candidates that have an active payee record as at the current date, select Employed Payees. To list those candidates that do have any any active payee record, select Candidate without Payees. To list those candidates who have a terminated date on their payee record that is prior to the current date, select Terminated Payees. To list any combination, select Any.

The search fields available on the Payroll Details tab are as follows:

Tax Type

Filters the list of payees account to their tax type which will be one of the following:

- Employee

- Contractor

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.

(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.

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) 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.

You can use leading and trailing wildcards (%) for partial matching on the company name. For example, %Services will match any company ending with Services while Services% will match any company name beginning with Services.