Step 6. Set Up Your Sort/Filter Defaults (Optional)

What is a Sort and what is a Filter?

Normally, Powerpay sorts your Employee List (displayed in the left-hand frame of the Powerpay window) into order by Employee Number and shows all your employees without filtering any out of the list.

The Sort/Filter Defaults screen is used to affect which employees appear in the Employee List and in what order they appear. Changes made here will NOT affect your payroll register, they are only meant to display the list in a way that makes entering your payroll data easier for you.

A Sort option will cause the names in the Employee List to display in the order you select. (e.g. Choosing [Employee Surname] will cause the list to rearrange itself to display in alphabetical order by employees' surnames.)

Certain options under this heading are actually "group and sort" options. In these cases, the employee records are first grouped together by some common denominator, then they're sorted into order within each group.

Employee names under headings of 001-Kitchen and 002-Yard.

For example, take a look at the Employee List shown above. Here, employees are first grouped by department (001 - Kitchen and 002 - Yard). Then, within those departments, they are sorted in numerical order by employee number.

Ron Luks (employee 53) appears after Rick Placer (employee 67) because Rick is part of the first grouping (001) and Ron is part of the second grouping (002).

Click here to review setting up Departments by which you can sort your employees.

To use ID fields to sort your payroll register, contact your Ceridian Customer Care Representative.

The Filter options will dictate which employees show up at all in the Employee List. (e.g. Choosing [Active Employees Only] will cause all Terminated or On Leave employees to be filtered out of the list so that you only see active employees.) Remember, filtering the Employee List can be done temporarily and does NOT permanently delete any records.

Sort and Filter options work together. For instance, by choosing the [Employee Surname] sort option and the [Active Employees Only] filter, you will cause the Employee List to display only active employees who have been sorted into alphabetical order by surname.

Why do I have to do this?

The Sort & Filter screen is meant to make your work easier. Use it whenever it would be more convenient to have your employee records display in a different way.

You can change the way your Employee List appears every time you do a different task. Don't worry, you can easily change your options back to the way they were, and filters DO NOT delete employee records.

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