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Filtering Your Data

Modified on Mon, 7 Jul at 12:38 PM

The Payroll Summary Dashboard includes powerful filters at the top of the page that let you configure what data you want to see.

Available Filters:

Date Range

  • From Date: Select the start date for your payroll period

  • To Date: Select the end date for your payroll period

  • The dashboard will show any payrolls with payment dates within your selected range


Pay Point

  • Choose specific pay points to focus on

  • This filter updates automatically based on your payroll and date selections


Employee

  • Select specific employees to view

  • This filter updates automatically based on your payroll, date range, and pay point selections


How to use the filters


  1. Start with your date range - Select your "From" and "To" dates first

  2. Choose your pay point - Pick from the available options (these update based on your dates)

  3. Select employees - Filter down to specific employees if needed (options update based on previous selections)

  4. View your results - The dashboard automatically updates to show your filtered data

 

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