Payroll Lists Review Guide

How to use payroll lists in QBM to review payroll entries, payroll items, employees, and payroll history.

HR & Payroll Payroll Review End-User Guide

Overview

Payroll list screens help HR and payroll users locate payroll records, review payroll item setup, and follow up on payroll processing history.

Where To Find It

Path: Employees > Payroll lists

Access depends on the module, company setup, and security permissions assigned to the user.

How It Works

Users open the relevant payroll list, filter or search for the employee or period, and open the selected payroll record for more detail.

Main Areas

Area What It Means When To Use It
Filters and search Limits the list to the records the user needs to review. Use it before opening records from a busy list.
Result list Shows matching records with key dates, references, names, and amounts. Use it to identify the correct record and compare activity.
Open and follow up Opens the selected record or leads to the next action. Use it when the list result needs more detail or action.

Recommended Workflow

  1. Open the payroll list that matches the task.
  2. Filter by period, employee, payroll item, or status where available.
  3. Review the result list and open the required record.
  4. Confirm totals and employee details before using the result.
  5. Move to payroll reports if broader validation is needed.

Best Practice

  • Review payroll lists before final payroll reporting.
  • Search by employee when investigating individual payroll questions.
  • Keep payroll items tidy so list review remains clear.