The Employee Grid displays employees with selected fields. The format, data, order and summary levels can be customised to suit your requirements. You can choose to include a range of information including:
current yearly salary and rate details
address and contact information
job classification
location
payslip delivery method
Whilst the following steps are specific to the Employee Grid, you can use the same steps in any grid in MicrOpay, including IQ reports and Employee Enquiries.
Add/remove fields
To change the field in the grid:
Right-mouse click in the grid and select Customise Grid Columns.
All available fields are displayed in the Customization window.
Fields are arranged alphabetically.
To quickly locate a field, click in the customization window and type the first letter of the desired field.
The available fields will include user defined fields displayed in Additional Fields on the employee record.
Not all fields on the employee record are available. See can't include fields in the employee grid for further details.
Select the field required and drag it to the header line.
To remove a field included in the grid, drag the field name from the headers to the Customization window – the field will be removed from the current display.
Close the Customization window to populate the screen with the data for the field.
Group/summarise data
To summarise or group the data:
Drag the field that you want to group by into the row with 'Drag a column header here to group by that column'. You can add other fields to create subgroups.
Records are displayed grouped by the chosen field. A count of records per group will be displayed.
To expand the grouped data, click the + (plus sign).
Filter data
You can filter by any of the column headings. To do this:
Click the filter (funnel) button in the right of the heading you want to filter.
Tick the required options in the displayed list. For example:
To show current employees, tick either Blank in the Terminated Date field or False in Terminated.
To show employees in three locations, tick the required locations.
In the bottom left of the screen, a red cross and a blue tick will appear. This indicates that a filter has been applied.
To remove the filter, click the red cross.
Sort data
To sort the data, click on the field that you want to sort by. By default, the sort order is alphabetically or smallest to largest. To reverse the sort order, click twice on the heading.
Return to the standard grid
To remove all customisations and return to the standard grid:
Right-click and select Reset Form Defaults
Click OK on the message pop-up to continue with the reset.
Refresh the screen view by clicking F5.
The Save a display Grid from MicrOpay to Excel article explains how to export data from grids to Excel. It is recommended to password protect the spreadsheet.