Solution Properties
Solution ID:
200427112204484
Last Modified Date:
Wed Mar 23 14:24:03 UTC 2022
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Employees or directors are missing from the employee list
Description

There are three main reasons why employees may not appear on your employee list:

  • Your Criteria settings are set to exclude certain employees of specific pay frequencies, pay methods, or those who are on hold, on holiday or leavers.
  • You do not have sufficient access rights to view all employees and directors.
  • The Outline view of the employee list is not set to All Employees.
Cause
Resolution
Check your Criteria settings
  1. Click Criteria or open View then click Criteria.
  2. If the filter is by Payment Period, ensure all pay frequencies are selected, if it is by Payment Method, ensure all payment methods are selected.
  3. In the Exclude Employees who are section, clear the relevant check boxes and click OK.
  4. From the Outline tree view to the left of the employee list, click All Employees.

All of the employees' details that you have access to appear in the employee list.

Check your access rights

If you don't log in to the software as Manager, your user name may be restricted to viewing employees of a certain pay frequency or access level. You can see your current access level on the status bar, in the bottom left-hand corner of Sage 50 Payroll.

Employees set up as directors have a default security access level of 9. If your user name does not have this access level, when you change an employee to a director, you can no longer see their record in the employee list. If you need access to their record, you must change the access level of your user name.
    1. Click Tasks then click Security and click Access Rights.

      If Security or Access Rights is not available, log out as the current user and log back in to the software as a user with access to these options, or as Manager.
    2. From the list of users, select the relevant user name and check the Employee Record Access section.
    3.  If they are not already selected, select the check boxes for the pay frequencies you need access to.
    4. Check and if required, change the Access Level. Users can only view those employees with the same access level, or if Include lower levels is selected they can view employees with the same or lower access levels.

Access Level 9 is the highest level and if Include lower levels is selected, gives access to all employees. To check an employee's access level, open Employee Record and click Analysis.

  1. Click Save.

Check the outline view

Using the Outline view option, you can choose to view specific groups of employees, for example all employees from a certain department or who are paid monthly.

To view all employees that you have access to, ensure that All Employees is highlighted in the Outline view.

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