Data Connector – Advanced Data Filter

📍 To access the Data Connector – Advanced Data Filter, go to: More > Setup > Profile Data Field Setup and click Preflight Data Review (bottom-left)

Overview

The Advanced Data Filter allows you to control which records sync from your HRIS provider into RedFlag.

By default, once a Data Connector connection is confirmed, all available records returned by your HRIS provider will sync into RedFlag.

The Advanced Data Filter allows you to:

• Limit syncing to specific dynamic data fields, such as company, location, etc.
• Combine multiple conditions using AND / OR logic

Filtering is optional but recommended when you need to limit which recipients are imported.

When to Use Advanced Data Filtering

You may want to configure a filter when:

• Your HRIS contains multiple companies or entities
• You only want to sync one property or division
• You are segmenting by department, region, or location
• You are managing multiple RedFlag locations from one HRIS tenant

🛡️ Note: If no filter is configured, all records returned by the HRIS connection will sync into RedFlag.

Where to Access

The Advanced Data Filter is available only after the Data Connector connection has been confirmed via Preflight Data Review.

1. Go to More > Setup > Profile Data Field Setup
2. Click Preflight Data Review (bottom-left)
3. For each connection, select Advanced Data Filter (only shown for confirmed connections)

🛡️ Note: When you open Advanced Data Filter, RedFlag will load all values for your enabled dynamic fields. This may take several minutes depending on how much data exists in your HRIS.

How Advanced Data Filter Works

When opened, RedFlag:

1. Retrieves all enabled dynamic data fields
2. Pulls all available values for those fields from your HRIS provider
3. Displays them for filtering configuration

🛡️ Note: Loading time will vary depending on the size of your dataset.

Creating a Filter

• Select a Data Field
• • On the left side, you will see all enabled dynamic data fields (e.g., Company, Location, Department).
  • Select the field you want to filter by.
• Select a Value
• • After selecting a field, you will see all available values returned from your HRIS provider for that field.
  • Example: If you select Company, you may see:
  • • Company A
    • Company B
    • Company C
  • Select the value(s) you want to include in the sync.

Using AND vs. OR Logic

You can combine conditions using:

• OR (any condition can match)
• AND (all conditions must match)

OR Example

Sync recipients where:

• Company = Company A
  OR
• Company = Company B

This will sync employees from either company.

AND Example

Sync recipients where:

• Company = Company A
  AND
• Department = Department 1

This ensures only employees within Company A AND Department 1 are synced.

Adding Multiple Statements

You may add additional condition rows to create more refined filtering.

Example:

• Company = Company A
  AND
• Location = Dallas
  AND
• Department = Deparment 1

This limits syncing to employees at a specific location and specific department within a specific company.

You may also combine AND/OR logic across statements depending on your syncing needs.

Saving the Filter

Once your conditions are configured:

• Click Save
• The filter will apply immediately
• The sync will process only records matching your filter criteria

🛡️ Note: After a filter is saved, only matching records will sync going forward. Records that no longer meet filter criteria will not be updated in future syncs.

Multiple Data Connector Connections

If your location has multiple Data Connector connections:

• Each connection can have its own Advanced Data Filter.
• Filters must be configured individually per connection.

Troubleshooting

Expected Values Do Not Appear in Filter

• Possible Causes:
• • Field is not enabled in Profile Data Field Setup
  • HRIS provider is not returning that field
  • Permissions prevent access to that attribute
• Resolution:
• • Confirm the field is enabled in RedFlag
  • Review Preflight Data Review raw JSON to confirm values are being returned
  • Contact your HRIS provider if the data is missing

🛡️ Note: RedFlag can only filter on data returned by your HRIS provider. If values are not appearing, you must work directly with your HRIS provider to validate API permissions and endpoint configuration.

Filter Saves But No Records Sync

• Possible Causes:
• • Conditions are too restrictive
  • AND logic excludes all records
  • Selected values do not match actual HRIS data
• Resolution:
• • Review filter logic carefully
  • Test with a broader OR condition
  • Confirm actual values in Preflight Data Review

Unexpected Records Syncing

• Possible Causes:
• • OR logic used instead of AND
  • Multiple statements configured incorrectly
  • Additional connection without filter applied
• Resolution:
• • Review filter logic
  • Confirm which connection is syncing data
  • Validate each connection’s filter settings

Important Considerations – RedFlag does not configure or manage your HRIS platform.

For issues related to:

• API permissions
• Endpoint configuration
• Missing attributes
• Authentication errors
• Data discrepancies within the HRIS

You must contact your HRIS provider directly. RedFlag can only filter and process the data returned by the integration.

Summary

The Advanced Data Filter allows you to:

• Precisely control which records sync into RedFlag
• Limit syncing by company, location, department, or other dynamic fields
• Prevent unintended recipient imports
• Maintain clean and accurate recipient data

Proper filtering ensures that only the intended employees or recipients are imported and maintained in your RedFlag location.