Setting up filters: How to Add Fields directly from your HR System – Everlance

When linking your HR system to Everlance, you may need to set up custom filters to determine which employees should be imported. While our pre-set filters work for many teams, they may not cover all use cases. To provide greater flexibility, we have added the option to "+ HR user fields" and select additional fields directly from your HR system to use as filters.

Follow the steps below to learn how to set up HR filters:

Step 1: Before using HR filters, ensure you have already linked your HR system to Everlance. If you haven't completed this step, refer to our guide on How to Link Your HR System to Everlance. Once your've gone through this article, navigate to the 'Import Members' section and select 'Choose members to import' to begin filtering employees for Everlance.

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Step 2: Under 'Filters', click '+ HR user fields' to browse available fields from your HR system.

Screenshot 2025-01-30 at 5.33.48 PM.png Step 3: Next, you'll see a list of all available fields from your HR system, grouped by objects (as defined by the HRIS). Tap the arrow next to an object to expand it and select the fields you need.

For Enterprise Customers:

Enterprise customers have the option to create custom fields in their HRIS system (such as "import_to_Everlance") and use them as filters, as long as they contact their HRIS support to grant Everlance access to such fields. Reach out to your Customer Success Manager (CSM) for assistance.

For All Other Customers:

For all other customers, we recommend selecting a unused pre-existing field and assigning values that determine whether an employee should be added to Everlance.

For example, Team A repurposed their "home department" field to control which employees are imported through HR. They set up the field with two possible values: if left blank, the employee is not added to Everlance; if marked as "ADD_TO_EVERLANCE," the employee is imported. When an admin wants to import an employee, they manually update the employee's home department field to "ADD_TO_EVERLANCE" in their HR system.

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Step 4: Click on the field(s) that you want to include in your filter.

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Step 5: Once selected, the field will highlight in green. Click 'Add' to include it in your custom filter.

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Step 6: If needed, click '+ Add filter' to apply more filters to refine your import process.

Please note: Each filter that you apply can contain only one value, except for Group and Team filters, which allow multiple values. This applies to both pre-set and custom HR filters.

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Please note:

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Step 7: Click 'Save' in the top right corner of your screen to finalize your filter settings.

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Step 8: You will receive a confirmation that your HR system has been configured. Please note that it can take up to 24 hours for your members to be imported.

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Follow the steps below to learn how to set up HR filters:

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