Integrations: BambooHR

Contents

• Overview 
• Field Mapping
• Configuration
• Technical Contact
• Data Sync
• Common Errors 
• FAQs

Overview

The Betterworks BambooHR integration automates the transfer of user data between an organization’s BambooHR instance and Betterworks; ensuring that information remains up to date. This automation includes:

• Creating accounts for new employees. 
• Updating the accounts of existing employees (i.e. manager change, title change, etc.). 
• Deactivating the accounts of employees who are no longer with an organization.

Note: There are manual user management options (i.e. uploading a file or making individual updates).

Field Mapping

This integration leverages the BambooHR Open API to pull user data from the BambooHR employee record and apply it to the applicable Betterworks user account. 

Configuration

Note: The BambooHR integration must be configured by someone who is both, a “Super Admin” in Betterworks and a “Full Admin” in BambooHR. 

1. Access the Third-party integrations page.
   
   • Go to the Admin module. 
   • Select the Platform Configuration tab. 
   • Select Third-party integrations (under the Integrations header).

2. Scroll down to BambooHR. 

3. Click Set Up.  

4. Enter your organization's BambooHR subdomain.
   
   Note: If the URL to access your organization's BambooHR account is https://acme.bamboohr.com, the subdomain would be “acme.”
   
   
5. Click Save.

6. Click Log In. 

7. Make any necessary selections in the Activation Blacklist drop-down menu for those who should be included in the data sync.

8. Click Save.
   
                          
   
   Note: The Activation Blacklist is based on the “Employment Status” field in BambooHR. User accounts will be created or deactivated based on an employee’s status and whether or not that status is on the Activation Blacklist. 
   
   
9. Click Sync Now.

10. Reach out to the Betterworks Support Team (support@betterworks.com) to designate your organization’s Technical Contact.

Technical Contact

The Technical Contact is the person (or group of people) who receives an automated email notification if any errors are found in the user data. We can only use one email address for the Technical Contact, so we highly recommend that organizations provide a group email address (i.e. hr@acme.com). That way, multiple people will be notified.

Note: Error notifications apply to data that is sent to Betterworks. It does not apply to manual user management (i.e. uploading a file or making individual updates). If any errors are found during manual user management, the error message(s) will be displayed in a banner or preview panel.

Data Sync

The data sync runs every day at 3 am PST to ensure that records are kept up to date. 

If Betterworks fails to connect to your organization’s BambooHR instance three consecutive times, the integration will enter an error state. This error will appear on the Third-party integrations page. 

Note: Any changes made through other user management options (i.e. uploading a file or making individual updates) will be overwritten by the BambooHR integration during the next data sync.

Common Errors

If there are any errors found in the user data to Betterworks, the Technical Contact will receive an automated notification by email. The notification will contain a downloadable error file and direct them to our error resource.

FAQs

Some users who should be active are being deactivated. How can I correct this?

The Activation Blacklist in Betterworks is based on the “Employment Status” field in BambooHR. User accounts will be created or deactivated based on an employee’s status and whether or not that status is on the Activation Blacklist.

Check the employee’s status in BambooHR, then check if that status is on the Activation Blacklist in Betterworks. If it is, either update the employee’s status or update the Activation Blacklist. 

Can the employee profile photo in BambooHR be synced to Betterworks?

Not at this time.