Payroll report filters and customization

  • Updated

You can filter and customize reports in OnPay, and save your changes so you can quickly get what you need out of your payroll reports, every time.

 

Date range

At the top of every report in OnPay, you'll find the date range for the report. Type or use the calendars to select any date range in your company's payroll history.

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Click Update List to see changes.  

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Additional filters

Click Additional Filters to refine your report based on Run ID, Location, Department, Position, and or employee.

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Click Update List to see changes. 

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Close the "Additional Filters" menu to return to the full report, or click Reset Filters, to apply other filters to this report.

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Favorites

Favorites allows you to save a report with applied filters, name it, and add it to the Reports menu.

Click the star in the upper-right corner to add a Favorite.

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*Favorites not available for Payroll Listing or Earnings Summary. See section on custom report designer.

 

Enter a name as you'd like it to appear in the menu.

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Click Create to add it to the Reports menu.

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Favorites are listed by name after "Reports Overview" in the Reports menu.

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Removing Favorites

To remove a Favorite, select the report and deselect the gold star in the upper-right corner.

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Click Remove.

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v7.24