Filtering and Searching Payees
Using search, tabs, filters, and sorting to find payees on the payee list
All company roles can search, filter, and export the payee list. Add payee, Import CSV, Archive, and Restore require Admin or Payroll.
The payee list gives you a search box, a set of type tabs, two status filter chips, three more filters in a Filter panel, and sorting. All of it lives in the page's link, so a specific filtered view is shareable and survives a refresh — send a teammate the URL and they'll see the same list you do.
Search
The search box searches name, email, and department together — type any of the three and matching payees show up. There's no separate "search by department" mode; it's all one box.
Tip: Search is the fastest way to find one specific payee. Use the type tabs and filters below when you're working with a group instead of one person.
Type tabs
Across the top of the list, tabs split payees by type — All, Employees, Loan-outs, Contractors, Vendors — each showing a live count. Selecting a tab is the same as filtering by that type; it's just presented as tabs rather than a dropdown.
Status filter chips
Next to the type tabs, two toggle chips control which payees show up at all:
- Onboarding — off by default. Turning it on narrows the list to payees whose onboarding isn't
Complete(a quick "who still needs attention" view, distinct from the more specific onboarding-status filter inside the Filter panel below). - Offboarded — off by default, meaning archived payees are hidden. Turning it on reveals archived payees instead of active ones. See Archiving Payees.
Both chips are independent of the search box, the type tabs, and each other, so toggling one doesn't reset any of those. The Onboarding chip does share one setting with the Filter panel's Onboarding filter, below: turning the chip on replaces a status picked in the panel, and picking a status in the panel turns the chip off.
Filters
Click Filter to open a small panel with three filters. The panel opens with the keyboard focus on its first filter; Escape or a click outside closes it, and Escape puts you back on Filter.
| Filter | Options |
|---|---|
| Bank verification | Any bank status, Never received a payment, Pending, Disabled, Verified, No account, or Status unavailable |
| Union | Any union, Non-union, or a specific union. The list is every union Greenroom carries rules for, not only the ones your company has declared. |
| Onboarding | Any onboarding status, Complete, Review submission, Changes requested, or Not started |
That's the complete filter set — there's no department filter (search covers that, above) and no date-range filtering on start date or last-paid date.
The bank filter matches the status our tax partner reports for each payee's bank account (see The list itself, below). Pending also includes accounts that have never received a payment; choose Never received a payment to see only those. Because the status is read live when the list loads, a bank filter can take a moment longer on a large roster.
Each active filter from this panel appears as a chip in the row with the search box, with the current selection in the label (for example, "Bank: Disabled", "Union: AEA" or "Onboarding: Complete"), and Filter shows how many are set. Click the × on a chip to clear just that one.
A Clear all link appears next to these chips, but only once one of the three panel filters is actually set. Clicking it clears all three and also turns off the Onboarding and Offboarded chips above, leaving your search text and type tab alone. Clear all does not appear just because you've toggled the Onboarding or Offboarded chips above with nothing else set; toggle those off directly in that case.
Sorting
On a wide screen, click a column header to sort by it; click the same header again to flip between ascending and descending. Four columns are sortable: Name, Type, Union, and Rate. Job title, Bank, Status, Packet, and Login display information but aren't sortable. With no sort chosen, the list defaults to Name, A–Z.
The list is a table from about 1,024 pixels wide, so on most laptops. Below that, on a phone for example, the column headers are hidden and each payee shows as a card instead. Below about 1,536 pixels a dropdown beside Filter also shows the current order, with the same four sorts in both directions: Name · A–Z or Z–A, Type · A–Z or Z–A, Union · A–Z or Z–A, and Rate · Low to high or High to low.
The list itself
An unresolved mailing-address refusal from our tax partner takes priority in Status as Needs attention, shown with a red ring and center dot. Its tooltip gives the refusal and the payee's readiness details; on a narrow card the label also reads Needs attention. Open the payee for the next step. The Onboarding filter still follows onboarding status, so it does not collect every approved payee with an address refusal.
Each row shows: name (with email underneath), type badge, union and agreement (or a non-union badge), job title (an Actor/Musician's sub-type follows the title), department, current pay rate, bank verification, a payroll-readiness status dot, start-work packet progress, and a portal-login status dot. A vendor or contractor whose name or tax ID matches a representative entered on other payees also carries a Rep badge, and an arrow at the start of its row opens its Linked clients: those payees, each linking to their record.
The table shows as many columns as its own width can hold, and the table is the window less the sidebar, up to the page's limit of about 1,230 pixels. With the sidebar open:
| Window width | Columns |
|---|---|
| From about 1,024 pixels | Name, Type, Union, Rate, Status, and the row's ··· menu. Job title and department are shown under the payee's name. |
| From about 1,250 pixels | Job title joins, with the department on its second line, and so does Login. |
| From about 1,410 pixels | Bank and Packet join. |
Collapsing the sidebar gives the table more room, so each column comes in at a narrower window. The page never makes the table wide enough for a column of its own for Department, so it stays under the job title. Bank, Packet and Login aren't shown at all on a table too narrow for their columns. A long union, job title or department ends in an ellipsis; hover over it for the whole text.
Below about 1,024 pixels, on a phone for example, each payee is a card with every one of these facts, and small labels for Status, Login and Bank verification.
Two of those columns need a word of explanation:
- Bank shows what our tax partner reports about the payee's bank account: Verified, Never received a payment (the account hasn't yet been validated through a first successful direct deposit), Ownership review pending, Disabled, No account, or Status unavailable. In the table it's a dot: hover over it or tab to it for the status, its reason and the suggested next step. In a card it's spelled out, and tapping the label gives the reason and next step. A payee paid by paper check, or not yet connected to our tax partner, normally reads No account. A payee with more than one account can show more than one status. Bank Verification lists every status with its dot, reason and next step.
- Packet (the start-work packet) reads Unassigned, Complete, or a count such as 3/5 complete · Pending (or · Needs review). Employees get a second line, Employer I-9 attestation · Complete or · Pending. Once the payee's setup status has been read from our tax partner, a Status read line underneath gives the time in Eastern time. See Payee Onboarding for what the packet contains.
The list shows 25 payees per page, with pagination controls below the table — a count reading "1–25 of 68" so you can see how much the current filters have narrowed things, and previous/next arrows. Both arrows are real links, so you can open a page in a new tab or copy its address; at the first or last page the arrow is a plain disabled control, because there's genuinely nowhere to go.
If a search or filter combination turns up nothing, the list explains why and offers a way back — clearing the search term if that's what's active, or loosening filters if it's a filter combination that's too narrow.
Next Steps
Return to Payee Management Introduction for an overview, or see Managing Payee Information to learn about updating payee records.