Once your HRIS, Payroll, or AD platform integration is set up, you may see people, users, or accounts in your Employee List in Blissbook that you don't want to sync. You can filter these out via your exclusion list.
Note: You must be an Org Admin or Tech user to do the following.
Open the exclusion list
Go to your People page.
The screenshot shows the People link in the Blissbook side navigation.
Click the Settings button in the top right.
The screenshot shows the Settings button in the top right of the People page.
Click your sync's menu button, then choose Add Exclusion List....
The screenshot shows the sync menu open with the "Add Exclusion List..." option.
Add filters to your exclusion list
In the drawer that opens, click + Add a filter to choose who you want to exclude.
The screenshot shows the exclusion list drawer with the "+ Add a filter" button.
For example, to exclude people who have a hire date in the future (i.e. you want people added to Blissbook on their hire date), add a Last Hired Date filter and set it to is less than 0 days ago:
The screenshot shows a Last Hired Date filter configured to "is less than 0 days ago".
Click Done and you're good to go.
Common exclusion filters
Another common filter is to exclude test users. Here's what it looks like when you are excluding anyone with "test" in their email address OR anyone with a hire date in the future:
The screenshot shows a filter excluding both test email addresses and future hire dates.
The last common exclusion is contractors or contingent workers. Add a filter and choose the appropriate field and value to exclude them.