Payroll Groups

The Payroll Groups tab is where you can create groups of employees that are associated with payroll functions. Specifically, you can use payroll groups to determine which employees—when applied to calendar records—are paid, placed in batches, allowed to use third-party add-ons, and so on. You define these groups using SQL filters (WHERE clauses within SQL statements). The clauses act as “filters” because they narrow your results based on employee data, such as autopay salary or hours, active employees, and so on. You can set up as many payroll groups as you like based on any data field in the EInfo file. Payroll groups do not need to be exclusive; in other words, an employee can belong to multiple groups if they fit the criteria of each group.

 

 

Field	Definition
Label	The name for the payroll group.
Description	The definition of the payroll group that the label represents.
Employee Auto Add SQL Filter	If you want to automatically add employees that meet certain criteria to this payroll group, enter the SQL statements that defines the criteria in this text area. This filter is sometimes referred to as the “auto-add filter.”
Auto Remove employees not matching Auto Add filter	If you put a check in this check box, any employees that do not match the criteria in the Employee Auto Add SQL Filter field will be removed from the group. By default, this check box is checked (enabled). You cannot remove the check from this check box if the Employee Auto Add SQL Filter field is blank.
Employee Auto Remove SQL Filter	If you want to automatically remove employees that meet certain criteria from this payroll group, enter the SQL statements that defines the criteria in this text area. This filter is sometimes referred to as the “auto-remove filter.”
Reapply Filters	Click this button after adding new or modifying existing payroll groups. When you click the button, filters are applied to the employees again and the system: Rebuilds the payroll groups Adds employees to/removes employees from the groups, based on their information and the filter criteria
Employees	The list of employees that are currently associated with the currently selected payroll group (the one highlighted in the items list).