BambooHR - How do I configure a custom access level for user provisioning?

Overview

This guide will walk you through configuring a custom access level in BambooHR to enable data required for a basic user provisioning use case.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

• You have a Custom Access Level that you want to update permissions for
• Your use case for this integration is to provision user access. Data related to compensation, pay, and/or time off will not be accessible after following the steps outlined in this guide

Instructions

Step 1: Edit the access level for other employees

1. Click the settings icon in the top right
2. Click Access Levels
3. Click on the access level you want to edit and hit Access Level Settings
4. Select "ALL EMPLOYEES" for whom this access level can access the information.
5. Under the Personal section, enable View access for the following:
   1. Basic Information:
      1. Status
      2. Employee Number
      3. First Name
      4. Last Name
      5. Preferred Name
   2. Address:
      1. Address Line 1
      2. Address Line 2
      3. City
      4. State
      5. Zip Code
      6. Country
   3. Contact:
      1. Mobile Phone
      2. Work Phone
      3. Work Email
      4. Home Email
6. Under the Job section, enable View access for the following:
   1. Hire Date
   2. Original Hire Date
   3. Direct Reports
   4. Team
   5. Employment Status
      1. Employment Status Date
      2. Employment Status
      3. Termination Type
   6. Job Information
      1. Job Title
      2. Department
      3. Division
      4. Location
      5. Job Information Date
      6. Reporting To
7. (Optional for Dependents data) Under the Benefits section, enable View access for the following:
   1. Dependents - all relevant fields for your use case

Step 2: Edit the access level for your information

1. Select the "See About Themselves" option
2. Choose "Yes, Allow Access" for the "Should Employees be able to see their own information?" question
3. Choose "Full Access" for "Which Access Level should apply?"
   1. This means that the BambooHR Employee with this custom access level can see the same information for themselves.