How do I configure the order my employees appear?
Contents
Summary
This article explains how to change the order in which your employees appear on your Payroll " Run Payroll Period" screen.
More Information
When you run a Payroll Period, the order that your employees appear on screen can be defined by you. You may find it easier to have them listed by 'Employee Code', or by 'Department', or alphabetically.
 | Any reports which are based on the Period Sort Order, e.g. Payslips, will appear in the order defined in the Period Sort Order. |
Editing the Period Sort Order
- Go to " Payroll Payroll Parameters/Maintenance Payroll Parameters Period Sort Order".
- You will see a screen as shown:
Period Details Employee Sorting
Employee Code : 3
Department : 2
Surname : 0
Forename : 0
Sex : 0
Bank Sort Code : 0
Payment Method : 0
Payment Type : 0
Payment Frequency : 1
Tax Code : 0
Directors NI. : 0
NI Band : 0
NI Number : 0
NI Contracted Out : 0
You can sort your employee listing by up to five of these items.
Using the table above, when the Run Payroll option is selected, employees will be listed on screen by Payroll Frequency (1), then by Department (2) and finally by Employee Code (3).
Enter a number '1-5' next to the items by which you wish to sort. An item assigned a value of 1 will be sorted first, down to 5 which will be sorted last.
For example, if you wish to show your employees by Payment Method and then by Surname, you would enter '1' by Payment Method and '2' by Surname.
Leave all other items set to zero (you can sort by a maximum of 5 fields and a minimum of 1).
When you go to run the payroll, the employees will now appear on screen in the specified order, so all those being paid by BACS will appear first in order of their employee code, then all those being paid by Cash in order of employee code, then those being paid by Cheque and so on.
Editing the Sort Order temporarily
To change the sort order while you are actually running the payroll, press <Alt+F2> to re-sort the data (it does not matter which field you are on when you select this option).
The Period Sort Order screen will pop up. Edit the order, as described above, and press <Esc>. When you return to the Payroll Main Menu, the Sort Order will revert back to the standard settings.
 | On the Latest version of the Payroll system you can also sort the order of your employees in payroll by clicking the column heading you wish to resort by. For more detailed help on this see HERE. |
See also
- How do I Close a Payroll Period?
- How do I Delete a Payroll Period?
- How do I Run a Payroll Period?
- How do I Reset Column Positions in Platinum?
