Creating an Employee Selection List

You can use this procedure to create reporting selection lists for a main selection list. Reporting lists can contain only the employees in the main selection list. See Tips to create reporting lists at the end of this procedure.

Before you start

To Create an Employee Selection List

1. Open Payroll > Tasks > Employee Selection.
2. Enter the following fields at the top of the window:
• Selection List. Enter a code, up to eight characters, to identify the employee selection list you are setting up.
• Description. Enter a description of the selection list, using up to 60 characters.
3. In the table, enter the employees to be included in this list. Enter the Employee Number column only. The remaining columns are display only and you cannot edit them. You can add employees to a list in the following ways:
• Manually enter employees one at a time. Type the employee numbers or select the employees from the Finder. When you select an employee number and proceed to the next field or line, the program displays the employee's name, pay frequency, and employment status (Active, Inactive, Terminated). To add another employee, highlight an existing employee line and press Insert on your keyboard.
• Automatically enter several employees, by using the windows that open when you click the Copy, Criteria, or Combine buttons, as explained below. You can then manually add more employees to the table (or delete them), if necessary.
• To enable these buttons, do not enter any employee numbers in the table. After Payroll returns employee data to the Employee Selection window, the buttons are no longer available.
• Copy. This button lets you copy all the employees of an existing selection list to the list that you are creating. Click the Copy button to open the Copy Payroll Employee Selection List window.
• Criteria. This button lets you specify a broad range of criteria by which to select employees for your list. Click the Criteria button to open the Payroll Employee Selection List Criteria window.
• Combine. This button lets you choose employees from two existing selection lists when creating a new list. Click the Combine button to open the Combine Payroll Employee Selection List window.

4. To delete an employee from the table, highlight the line for the employee, press Delete on your keyboard, then choose Yes at the message that displays.

5. Click the Add button when you finish.

Tips to create reporting lists

After creating the selection list

Additional information