BambooHR Integration (NextGen)

Contents

• Overview 
• Field
• Configuration
• Technical Contact
  • Template 
  • Example
• Data Sync
  • Errors 
• FAQs

Overview

The BambooHR integration for Betterworks allows you to:

• Create accounts for new users. 
• Update the accounts of existing users (e.g., manager change, title change, etc.). 
• Deactivate the accounts of users who are no longer with your organization.

This is done using BambooHR's Open API.

Fields

Once the integration is active, the following fields are synced by default. 

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 page.
   • Click Admin on the top banner menu.
   • Select the Program Configuration header from the left panel.
   • Select Integrations.
   • Select the Third-party tab. 

2. Scroll down to BambooHR and expand the section. 
   
   
    
3. Click the toggle to Enable the integration. 
    
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 is "acme."
    
5. Click Create.
   
   
    
6. Enter your BambooHR credentials.
    
7. Click Log In. 
    
8. Select your preferred import option.
   • To import without applying any filters, select the Import all users option.
   • To filter out certain users:
     • Select the Only import users with specific employee status option.
     • Click Specify users. 
     • Select the employment statuses. 
     • Click Save.
       
       
       
       
        
9. Click Sync. 
   Note: If you don't, the data will sync automatically at 3 AM Pacific Time. 
   
   
    
10. Reach out to the Betterworks Support Team (support@betterworks.com) with the Technical Contact outlined below. They will apply the information on their end and reply with a confirmation.

Technical Contact

The Technical Contact is the group email address where automated error notifications should be sent. An automated error notification will be sent to the group email address if/when an error is found during the sync. Error notifications are batched, meaning that each error will not trigger its own email. If 10 errors are found, they will all be included in one email.

Template

Below is an email template that you can copy and use.

Example

Below is an example of the email for clarity. 

Data Sync

The data sync runs every day at 3 AM Pacific Time to ensure records are 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 page. 

Note: Any changes made through other user management options will be overwritten by the BambooHR integration during the next data sync.

Errors

If an error is found during the sync, refer to this article to resolve it.

FAQs

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

The filters are based on employment status in BambooHR. Check the employment status in BambooHR, then check if that status has been filtered out in Betterworks. If so, either update the user's employment status or update the filters. 

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

No. Not at this time.