BambooHR Integration

Learn how to set up the Bamboo HR Integration

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Written by Support
Updated over a week ago

BambooHR is an HR software solution that serves as an employee system of record and can also provide services such as an applicant tracking system and an employee benefits tracker.

With this integration, WorkRamp Admins are able to realize two primary benefits:

  • Automatic provisioning / deprovisioning of users based on synced users in BambooHR

  • More easily assign trainings to their Learners based upon synced employee fields

Note: This integration is only available for our Internal platform.

This integration is a one-way sync.

Setting Up the Integration

To get started, an Admin will need to navigate to Settings > Integrations > BambooHR

The user that is enabling the integration must be a full admin in BambooHR.

In the BambooHR Subdomain field, enter your BambooHR subdomain.

Note: if your BambooHR URL is https://mycompany.bamboohr.com/home/ enter mycompany

You will then be redirected to BambooHR to authenticate your account.

Once authenticated, you will be brought back to the Integration Settings page in WorkRamp and an initial mass sync of employees from BambooHR into WorkRamp is kicked off. When the sync is completed, your integration will be enabled, and you will see an indication of how many users were synced.

Employee Types

Below the Subdomain, you will see the option to select which employees you want to import into WorkRamp. The default will be selected "Full-Time".

This shows you how the settings in the WorkRamp modal map to the values stored in BambooHR. Select the types of employees you want to sync.

WorkRamp Employee Type
​Selected in WR upon integration setup

BambooHR Pay type(s)
​Setup in BambooHR (pay_type)

Full-Time

Salary

Part-Time

Hourly, Commission Only

Managing the Integration

Our integration has an automated sync that occurs nightly and will sync all employees who have had changed fields since the last sync.

To sync users on-demand or manually, use the [Sync Now] button on the Integration Settings page. This will sync all employees who have had changed fields since the last sync.

To change the types of employees you would like to sync, simply check or uncheck the boxes for the employee types, that allows you to change the employees.

Note that this will remove previously synced employees if you imported them with different settings checked.

To see what employees were synced, navigate to Settings > Users.

To see the custom fields synced over from BambooHR, click on the "Show custom fields" link on the top right of the user table.

FAQ

  1. Which employees will be synced into WorkRamp?

    • We sync all active BambooHR employees into WorkRamp that have a Company/Work Email address listed. Employees that only have a Home Email address listed will not be synced over.

  2. What fields are synced into WorkRamp?

    • First Name

    • Last Name

    • Company Email

    • Supervisor

    • Employee ID

    • Preferred Name

    • Job Title

    • Hire Date

    • Department

    • Location

    • Status

    • Note: At this time, payType only used to determine whether a user should be synced and active in WorkRamp, it is not available as a custom attribute field.

  3. When does the user data get synced daily?

    • 9am UTC

  4. What if the user has a payType value of null?

    1. The user's profile will be deactivated in WorkRamp. The user's payType value must fit with the type of employees to import selection (Full-Time and/or Part-Time).

  5. Seeing issues with Managers syncing with some user profiles?

    1. Check to see if the Manager's name in WorkRamp matches exactly with their user profile in BambooHR, specifically the "Preferred Name" + "Last Name" fields.
      ​For steps to assign trainings based on custom fields, please see our help article.

  6. If I update a user's email in BambooHR, will it update in WorkRamp?

    1. Yes, upon the next sync (scheduled or manually triggered) the user created for that employee in WorkRamp will be updated with new attributes, including an updated email address.

If you have any questions, please reach out to us at support@workramp.com or leverage your chat window in the bottom right-hand corner of your screen.

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