What happened
What this says
As at Fri 9 Oct 2026Euan Drummond asked how to filter the deadlines page by employer group before a payroll run. Ruth Okoro gave the filter steps, and he confirmed the saved filter held through the afternoon.
Problem: The team had to export all deadlines and sort them by hand, which took too long before a payroll run.
Handling: Ruth asked which page was in use and whether the groups were set up, then gave steps to filter by group and save the filter.
Watch: On 17 Jul 2026 the customer said the saved filter held. The record does not show later use of it.
Details
Updated 9 Oct 26Priorityhigh
Statusclosed
Categoryhow_to
Channelweb
First response (min)165
CSAT5
Helpdeskmade from
Trail
- created · Euan Drummond 16 Jul 2026 10:37I need to know how to filter the deadlines page so that only one group of employers shows at a time. We have a payroll run coming up, and the team currently has to export everything and sort it by hand, which takes far too long. I have been through the help pages but could not find the exact steps. Please could you let me know as soon as you can, as this is needed for the run. Thanks, Euan Drummond
- Public reply · Ruth Okoro 16 Jul 2026 13:22Hello Euan, thanks for raising this, and I am sorry you have been having to export and sort by hand. To give you the right steps, could you confirm whether you are working on the deadlines page or the employer summary page, and whether the groups are already set up in the platform? Once I know that I will send you exact steps.
- Public reply · Ruth Okoro 17 Jul 2026 12:44Hi Euan, I have checked the steps against your setup. Please use the filter option on the deadlines page, choose the group from the list, then save the filter so it stays in place for the run. If the group does not appear in the list, tell me exactly what you see and I will look again straight away. Speak soon, Ruth
- Public reply · Euan Drummond 17 Jul 2026 12:50Thanks Ruth, that has done it. The filter is working and we can see just the group we need. I will let you know if anything looks odd during the run.
- Public reply · Euan Drummond 17 Jul 2026 16:46Hi again, just to say the saved filter has held through the afternoon and the team is happy. Thanks for the quick turnaround. Euan
- Status change · 21 Jul 2026 23:59
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