Filtering and Searching Payees

The payee list gives you a search box, a set of type tabs, an Active/Archived toggle, two additional filters, and sortable columns. 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.

Active and Archived

A separate two-way toggle switches between Active and Archived payees. Active is the default — archived payees are hidden from the list until you switch to the Archived view. This toggle is independent of everything else on the page: it isn't a filter chip, and switching tabs or searching doesn't reset it.

Filters

Click Filter to open a small panel with two filters:

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.

Each active filter appears as a chip beneath the search box, with the current selection in the label (for example, "Union: AEA" or "Onboarding: Invited"). Click the × on a chip to clear just that one. When at least one chip is showing, a Clear all link also appears — it clears both filters and resets the Active/Archived toggle back to Active, but leaves your search text and type tab alone.

Sorting

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, Department, Status, and Login display information but aren't sortable. With no sort chosen, the list defaults to Name, A–Z.

The list itself

Each row shows: name (with email underneath), type badge, union (or a non-union badge), job title, department, current pay rate, a payroll-readiness status dot, and a portal-login status dot. The list shows 25 payees per page, with pagination controls below the table.

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.