Filtering and Searching Payees
Using search, tabs, filters, and sorting to find payees on the payee list
The payee list gives you a search box, a set of type tabs, two status filter chips, two additional filters in a Filter panel, 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.
Status filter chips
Next to the type tabs, two toggle chips control which payees show up at all, independent of the Filter panel below:
- 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, type tabs, and each other — toggling one doesn't reset any other control.
Filters
Click Filter to open a small panel with two filters:
| Filter | Options |
|---|---|
| Union | Any union, Non-union, or a specific union from your company's configured unions |
| 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.
Each active filter from this panel appears as a chip beneath the search box, with the current selection in the label (for example, "Union: AEA" or "Onboarding: Complete"). Click the × on a chip to clear just that one.
A Clear all link appears next to these chips, but only once a Union or panel-Onboarding filter is actually set — clicking it clears both and also turns off the Offboarded chip 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
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 — 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.