Features in the Payroll Preview

TABLE OF CONTENTS

•  1 Sorting functions  
•  2  Filter function
•  3  Export function: You can export the payroll as a Excel file
•  4  Refresh: Click here to refresh your view
•  5  Manage columns:
• View and edit employee data
• Complete missing employee information

Info: The employee ID is now unique and contains no spaces. It is not possible to assign an employee ID that is already in use.

  1  Sorting functions  

• Go to Payroll > Payroll preview
• Click Sort by
• Select a column category to sort by, e.g. Employee ID

Sorting can be done alphabetically, numerically, or by date, depending on the category. You can sort in ascending order (smallest number first, A–Z, or earliest date) or descending order (largest number first, Z–A, or latest date).

 2  Filter function

• Click the three-line icon
• You can filter by period status, contract type, or changes

 3  Export function: You can export the payroll as a Excel file

 4  Refresh: Click here to refresh your view

 5  Manage columns:

• Hold a column and drag it up or down using drag & drop
• Click the eye icon to hide a column

View and edit employee data

• Click on an employee
• The side panel opens on the right — a new interface that allows you to view detailed data for a single employee

• From here, you can jump to the employee profile by clicking Go to profile
• From the employee profile, you can return by clicking BACK TO PAYROLL
• If you make changes to employee or payroll data after the payroll has already been sent, the changes will be highlighted in yellow
• Click SEND CHANGES to submit the updated payroll data