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.

Go to your Settings page (1), click the Employee List Sync tab (2), then click the "Create an exclusion list" link (3).

In the drawer that opens, click + Add a filter (1) to choose who you want to exclude.

For example, if you want to exclude people who have a hire date in the future (aka you want people added to Blissbook ON their hire date), add a Last Hired filter and set it to "is less than 0 days ago":

Click Done and you're good to go!

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 last common exclusion is contractors or contingent workers, if you have any that are being included in your sync, and you know you'll never want to share any Blissbook documents with them. When you add a filter, just choose the appropriate field and value to exclude those people.