Filters and Search
What you can actually filter, search, and sort on the payee list and payroll history
The payee list
| Control | What it does |
|---|---|
| Type tabs | All, Employees, Loan-outs, Contractors, or Vendors — each tab shows a live count |
| Search box | Matches against name, email, or department as you type |
| Onboarding chip | A toggle next to the tabs — switch it on to show only payees who haven't finished onboarding yet; off shows everyone |
| Offboarded chip | A toggle next to the tabs — the list hides offboarded payees by default; switch it on to see who's been offboarded |
| Filter → Union | Any union, Non-union, or a specific union |
| Filter → Onboarding | A more specific cut than the Onboarding chip: Any status, Complete, Review submission, Changes requested, or Not started |
Union and a specific Filter → Onboarding status show up as removable chips once applied — click the × on a chip to drop just that filter, or Clear all to reset everything at once, including the Onboarding and Offboarded toggles.
Click any of the Name, Type, Union, or Rate column headers to sort by that column; click again to reverse the direction. Job title, department, status, and login columns display but aren't sortable. Sort headers and the page arrows are ordinary links — middle-click or copy them like any other, and the address always reflects what you're looking at.
Filtered views are shareable
Everything above lives in the page's URL. Bookmark a filtered view, or copy the link and send it to a teammate — it reproduces the exact same tab, search, filters, and sort when they open it.
Onboarding-invite statuses are gone
Onboarding status now tracks four states only — Complete, Review submission, Changes requested, Not started — since Greenroom moved from an emailed invite-link wizard to account-first setup. Whether a payee has a claimed Greenroom login (or an outstanding login invite) is a separate fact shown in the payee list's own Login column, not one of the filters above.
For a closer look at the payee list specifically, see Filtering and Searching Payees.
Payroll history
The payroll history list (Payroll) has two filters, independent of the payee ones above:
| Filter | Options |
|---|---|
| Status | All statuses, Draft, In review, Approved, Processing, Paying out, Paid |
| Year | Any year you've run payroll in |
A Clear filters chip appears once either is set. There's no department, payee-type, or amount-range filter on payroll history — those apply when you're building a run, not when browsing past ones.
Reports
The Reports page isn't a filterable list — each report generator has its own pickers (a run, a union, a year, or a date range) scoped to that one report, rather than a shared filter bar.
What's not there
There's no way to save a filter combination for reuse, and no global search box that reaches across payees, payrolls, and reports at once. If you use the same filtered view often, bookmarking its URL (see above) is the closest equivalent to a saved filter today.
Next steps
See Filtering and Searching Payees for payee-specific detail, Payroll History for browsing past runs, or Reports & Exporting Data for generating a report.