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'AU Payroll - Payroll Employee Summary report filter by current employee groups' has been merged into this idea

Payroll & expenses: Payroll

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AU Payroll - Remove past employees from drop-down menu in payroll reports

It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.

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Lia Weston shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminSophie Lewis (Admin, Xero) responded  · 

Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

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  • Mandy Sullivan commented  ·   ·  Report

    available in all areas of Xero.
    Dropdown menus in a number of areas are a mess - all archived items should be able to be hidden when filtering reports and the "Show Archived" option needs to be more widely used. e.g. I really don't need to see EVERY EMPLOYEE EVER EMPLOYED when creating current financial year reports.
    This applies in a wide range of areas, not just Payroll.

  • Tina Kaye commented  ·   ·  Report

    There are a few different requests for this feature, all with different votes on each. They should all be combined together.

    Please add another column for the tracking category (employee group). At the moment I need to do this manually and it takes time. Yes, I can filter by group, but what would be more useful, is to have subtotals per group and a total for the whole company. Not currently possible and quite time-consuming to achieve. This is a basic report required for calculating payroll tax for different employee groups.

  • Mandy Sullivan commented  ·   ·  Report

    ALL report filters should EXCLUDE archived and inactive items with the option to Include them as per the attached.

  • Freya Pieroz commented  ·   ·  Report

    The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g

    The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.

    I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I would expect all Employee Group dropdowns to look like for this client - it only includes the current options available for Employee Groups.)

  • Sharon Fawdry commented  ·   ·  Report

    Stop showing deleted/archived employee's in drop down list when reviewing Payroll Activity Summary