Summary

Use this tab to enquire on pays using the pre-defined summary trees. A tree must be selected from those available in the dropdown listing. Values can be viewed for this financial year, last financial year or for a selected date range.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Date type - Pay

Select this option if the selection is to be using the pay date for a pay.

Date type - Payment

Select this option if the selection is to be using the payment date for a pay.

Date From

Enter the start date of the period you want to search for. This filter uses the date type selected.

Date To

Enter the end date of the period you want to search for. This filter uses the date type selected.

Search Now

Click this button to filter all transactions that exist within the database for the employee according to the filter criteria selected.

This Year

Click this button to pre-fill the date from and date to fields with the employee's current financial year as determined by the pay group they belong to.

Last Year

Click this button to pre-fill the date from and date to fields with the employee's previous financial year as determined by the pay group they belong to.

Today

Click this button to show all transactions up to today for this employee for the selected summary tree.

All

Click this button to show all transactions for all dates for this employee for the selected summary tree.

Summary Tree

Select the summary tree from the dropdown list that will best suit your enquiry.

Search Results

All transactions that exist within the database for the employee that meet the filter criteria selected will appear within this form when the Search Now/This Year/Last Year/Today or All button is clicked.