Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Contents
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.
- 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.
- Scroll down to BambooHR and expand the section.
- Click the toggle to Enable the integration.
- 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.”
- Click Create.
- Enter your BambooHR credentials.
- Click Log In.
- 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.
- Click Sync.
Note: If you don't, the data will sync automatically at the regular time (3 am PST).
- 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 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 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.