Exclude employees from HRIS sync

Using integrations can be a serious time save and ensure your data is always drawing from a single source of truth. However, you sometimes might want to exclude certain employees from syncing. For example, if you have employees who aren’t based in the UK, you can prevent their information from syncing to UK Payroll.

Get the most out of UK Payroll

Common use cases for HRIS sync exclusion are:

• Overseas employees
• Contractors
• Hires that didn’t end up joining

How to exclude groups of employees from HRIS sync

1. From the left side bar, click on Settings.
2. Navigate to Integrations > your HRIS integration settings.
3. Toggle Exclude employees on.
4. Click + Add filter.
5. Click on the left dropdown menu and select the field you want the filter to be based on.

   Note: Multi-select lists can’t be used for filtering, so they won’t appear in the list when selecting fields from your HRIS.

6. Open the right dropdown menu and select the Is function to exclude employees who match the criteria or the Is not function to exclude employees who do not match the criteria.

   Tip: It’s often better to use the Is function and create multiple entries for each instance. For example, if you have 10 work locations and you want to exclude all except 3 of them, it’s better to have an Is filter for those 3 locations. Adding more than 2 Is not filters will invalidate the filter functionality.

7. Enter your criteria into the text field. The filter won’t have an effect if you enter a criteria that doesn’t correspond to any possible answer in your HRIS for the selected field.
8. Scroll to the bottom of the page and click Save.

Note: If an employee’s status changes (e.g. they have moved overseas but are still working for your company), they need to be terminated in UK Payroll after the exclusion filter is applied.

How to exclude one employee from HRIS sync

1. Choose a unique identifier for the employee that needs to be excluded. For example, the employee’s ID.
2. Navigate to Integrations > your HRIS integration settings.
3. Toggle Exclude employees on.
4. Click + Add filter.
5. In the left dropdown menu, select the field you want to use to identify the employee.
6. In the right dropdown menu, select the Is function.
7. In the text field, enter the unique identifier for the employee.
8. Scroll to the bottom of the page and click Save.

Note: If an employee’s status changes (e.g. they have moved overseas but are still working for your company, or have become a contractor), they need to be terminated in UK Payroll after the exclusion filter is applied.