Setting Criteria

Sage HRMS Payroll lets you narrow the result list in a Finder window to a smaller group of records. Use the Set Criteria window to apply criteria for selecting the records that display in Finders.

To set criteria

1. Click the Set Criteria button in a Finder. (To set criteria when exporting Sage HRMS Payroll data, click the Set Criteria button in the Export dialog box.)
2. Select a field from the Column list.

   The list contains the names of the fields in the particular database record. For example, in Employees, you can choose from the following column fields:

   • Employee
   • Last Name
   • First Name
   • Middle Name
   • Pay Frequency
   • Employment Status
   • Class 1, 2, 3, and 4
3. Click the Add button to include this field in your search. The field name now displays in the first empty column header.

4. Double-click the Criteria cell to open a dialog box where you specify criteria. (You can also click the cell, and then click the Edit button.) Criteria is the condition you specify for particular fields to restrict the list to a smaller group of records.

   In the dialog box that opens, select a relational operator from the list, then type the value for the field.

   The following symbols are relational operators that you can use to create a condition:

   =

   >

   <

   >=

   <=

   != (This operator means "not equal to".)    

   LIKE. Use this operator to find a group of characters or a single character. 

   • The default setting is for a group of characters. The program inserts a % (a percent sign) after the value you enter in the next field.
   • To find a single character, type _ (the underscore character) after the value.

   To select another field name as the value, select the option Set Value As Field Name, and then select the name from the list that displays.

5. Click OK.
6. Click Save to save this set of criteria, or click OK to view the list.

The Finder displays only records that match the criteria you specified for particular fields, with the both following conditions:

• Records that match at least one of the criteria in the same vertical column.
• Records that match all the conditions in the same horizontal row.

Use other buttons in the Set Criteria dialog box as follows:

Button	Action
Delete	To delete all the criteria for a field, click a cell in the associated column, and then click the Delete button.
Show Filter	Click the Show Filter button to display all the criteria you have set.
Clear	Clear all or part of your criteria by clicking the Clear button, then selecting an option (Cell, Row, Column, All).
Edit	Click the Edit button to change criteria set in a previous session.
Cancel	Click the Cancel button to cancel all criteria you set in this session.
OK	Click the OK button to exit the Set Criteria dialog box. You return to the Finder, with the search results displayed.