Data Selection Grids

All grid windows in Ready Pay have varying functionality, depending on the type of screen that contains them, and the purpose of each screen. For example:

Grid Window

 

There are three types of grid:

  1. Basic Data Selection grids
  2. Enhanced Data Selection grids
  3. Data Entry grids

This is a simple grid view that, depending on the screen, will have add, edit, delete, expand, collapse, group, filter, total, and limited field customisation.
There are no advanced functions in these grids.
Examples of basic data selection grids include Validation Tables, Employee Addresses, and Employee Phone Numbers:

 

Basic Grid window

 

 

The Enhanced Data Selection grids allow you to easily customize the grid to the way you want it.
They include all of the options available for customizing, printing, exporting, grouping and filtering the data contained within the grid.

Some examples of Enhanced Data Selection grids are Pay Items, Departments, Super Funds, Templates etc.
Depending on the particular screen, a variation of this toolbar will be displayed:

Grid Toolbar

 

Some screens will have additional toolbar options specific to that screen (e.g. Add to Payrun, Remove from Payrun), and others will have the ability to add new, edit and delete.

Each of the functions on the toolbar is described in more detail next:

Field Explanation
If active, this button will allow you to add a new record into the file.
If active, this button will allow you to delete a record from a file.
There may be further pre-conditions that need to be met before a delete can be performed.
This button will open the selected record in the grid for editing. You can also do this by double-clicking on an entry in the grid.
This button is only present on certain screens. If present it will present further screen specific functions such as Copy Pay Item, or Rate Changes by $ or %.
This button can expand to give you more options as per the below items.
  • The Customization window displays a pop-up list of any additional fields that are available for the current screen.
    If available, these fields can be dragged onto the results grid where you want them to be placed.
    		•


    		Expand All: this causes all group headings in the result set to be expanded.


    Collapse All: causes all group headings in the result set to be collapsed
    Click on the drop down to expand this button to display the four view options, as follows:

    		This allows you to save the current view over an existing view, as a new view or to file.

    		This deletes the current view. The “Default View” cannot be deleted.

    		This allows you to load an existing view from a previously saved file.

    		This allows you to Publish a custom view to other Ready Pay users.
    Select a grid view displays a drop-down list of pre-defined views (including ‘Default View’) and any custom views you have created.

     

     

     

     

     

    Click on the button to expand and show the three print options below:

    • This prints a WYSIWYG (What You See Is What You Get) copy of the current grid layout, directly to a nominated printer.
      If a row or column node is collapsed, then the printout will show it collapsed.

    • This is a WYSIWYG preview of the current grid layout, displayed to screen.
      If a row or column node is collapsed, then the preview will show it collapsed.

    • This is used to define the page set-up/layout for printed copies.
      As some of the grids you define may be physically wider than one page, the Page Setup button allows you to specify the ‘Z Order’ of the printed report, either ‘Down, then over’ or ‘Over, then down’.
      An alternative is to use the Page Scaling (e.g. Fit to page) option.
      You should experiment with these settings to see which one gives you the desired results.

     

    Click on the button to expand and show the three options below:

     

    • This toggles the group header panel on and off.
      The group header panel allows you to group “like” data such as companies or departments together.

    • This toggles the footer panel on and off.
      The footer panel shows any pre-defined or custom group totals and grand totals

    • This allows you to display or hide the filter toolbar at the bottom of the results panel, from which you can select fields by which to filter your data.
    This allows you to export the contents of the current grid view to Excel, Text, HTML, XML, CSV or PDF

     

    A Data Entry grid is one where you enter data directly into the grid in much the same way that you would enter data into an Excel spreadsheet.
    Data Entry grids are generally limitless, i.e. there is no limit to how many entries you can make in them.

    Some examples of Data Entry grids are Employee Standard Pay Items and their associated Costing Allocations, Employee Deductions, Payrun Pay Items, Payrun Leave, Payrun Deductions etc.
    These grids cannot be directly customised however some of them have Settings that control their default behaviours.

    Employee Grids

    These grids display the employees who are currently assigned to the selected State, Cost Centre, Department, Employment Condition, Template, Super Fund, or Workplace.
    The following example shows the employees who are linked to the Asgard superannuation fund.
    Double-clicking the employee in these grids will open the Employee screen.
    You can also Customise the grid using the Hamburger menu as described above.