We’ve introduced a new filter in the Print Payslip feature to improve flexibility and streamline your payroll processing. You can now filter print payslips based on whether employees have a bank account number registered in the system.

Where to Find the New Filter

This new search filter is available under the Print Payslip section in the Timekeeping Posting – Payroll Simulation. It allows you to search and print payslips based on the presence of an account number.

How to Use the New Filter in Print Payslip Feature:

Step-by-Step Instructions

  1. Navigate to the Administration Module
    • Click the profile icon located in the upper-right corner of the page.
    • Navigate to the Administration module.

 

  1. Select Timekeeping Posting
    • In the menu, select Timekeeping Posting.
    • Click Process for the desired cut-off period.

  1. Confirm Processing of Cut-off Period
    • A confirmation pop-up will appear, asking if you want to process the selected cut-off period.
    • Click YES to proceed.

  1. Print the Payslips
    • Once the processing is complete, click the Print button.
    • Select Payslip from the options.

Note: Ensure that payslips have been released before printing.

 

5. Search Criteria Options

  • A selection pop-up will appear where you can filter employees based on several criteria:
    • Employee Name: Enter the name of the employee if you are looking for a specific individual.
    • Department: Enter a department to display all employees within that department.
    • New Filter (With or Without Bank Account Number): You can also choose the new filter:
      1. With Bank Account Number: Displays only employees with a registered bank account number.
      2. Without Bank Account Number: Displays employees without a bank account number on record.


        6. Select Employees for Payslips

  • After the list of employees is displayed based on your chosen criteria, you will have two options:
    • Select Individual Employees: Tick the box next to each employee’s name on the left side to print payslips for specific employees.
    • Print Payslips for All Employees: If you want to print payslips for the entire list of employees shown, select the option to print for all employees.


        7. Generate and Print Payslips

  • After making your employee selections and applying any filters, click Print Payslip.

        8. Finalize Printing

  • A final pop-up window will appear, giving you the option to:
    • Print directly to your printer, or
    • Save the payslips as a PDF file for distribution or record-keeping.

 

Note:

Ensure that employees' bank account numbers are correctly entered in their Employee Information > Payroll Settings > Bank Details section. This will allow the system to filter them under the "With Bank Account Number" criteria.