Filters are used to remove data received by detamoov so it does not get sent to the end destination of a moov. To better explain, let's review a few scenarios and how you could use filters.

 

Scenario 1: Don't send any record without YTD values to the 401k provider

Let's start with a fictitious company called Dundler Mifflin Inc. In the payroll, 20 employees are listed. Some employees aren't actively paid and therefore don't participate in the company 401k plan. When a payroll is run and the extract is generated for the 401k vendor, all 20 employees are listed. The 401k provider does not want to receive data though on any employee who hasn't been paid in the current year.

 

We can solve this by using a filter in detamoov. For this instance, we setup a filter that will remove any row where the YTD Gross Pay is blank or equal to zero. When complete, our filter will look like this.

 

 

Let's look at each rule listed in the image.

Rule 1: If the YTD Gross Pay field has no value in a row, remove the row.

Rule 2: If the YTD Gross Pay field's value is equal to 0, remove the row.

 

Here's the detail view of those rules:

 

 

First, notice that the "OR" button is checked. This means that if any of the rules we defined are true, the row will be removed. If we had the "AND" button selected, it would mean all the rules must be true in order for the row to be removed.

 

Next, you'll see how each rule is set by selecting an input field (YTD Gross Pay) and then applying a filter rule to it. The type of data of the input field you selected determines which filter rules are available. The YTD Gross Pay field is a numeric/decimal value so only filter rules for numeric/decimal values area available for selection.  

 

Scenario 2: Remove terminated employees

In some cases, you don't want terminated employees to make it to your integration partner. We again can use a filter for this so that any record of a terminated employee is removed. And just to be safe, we can check multiple fields to be sure we capture any termination. Here's how the filter looks:

 

 

As you can see, two rules have been applied:

Rule 1: See if the Termination Status field has a value of "T" or "Terminated"

Rule 2: Check the Termination Date and compare to the current date

 

Here's the detail view of those rules:

 

 

Once again, we're using the "OR" capabilities of filter. If either rule is found to be true, the data will be removed.