This article applies specifically to organizations using the HRIS Sync integration.
Overview
To authenticate BambooHR via OAuth, you will need to provide your BambooHR account credentials.
Prerequisites
Please ensure you fulfill all the requirements to set up the integration:
You have Full-Admin access in your company's BambooHR instance, or someone has shared their access with you
OR
- You have a Custom Access Level with sufficient access
- If your use case requires more data than basic user provisioning, here are some guidelines:
- You should set your Access Level to view "All Employees", otherwise the data synced will be missing employee records
- You should allow View Access to information you want to be synced
- You should allow View Access to view your section to ensure your record is also synced
- If your use case requires more data than basic user provisioning, here are some guidelines:
You can find your access level in BambooHR by going to Settings Access Levels
Instructions
Step 1: Add your BambooHR subdomain
You will be redirected to BambooHR to log in to your account.
Step 2: Enter your BambooHR account credentials
Fields ContactMonkey can sync from BambooHR
When you connect BambooHR with HRIS Sync, ContactMonkey can pull the fields below into your Directory. A field only fills in if it has a value in BambooHR and the account you used to connect has permission to read it.
Employee fields
| Field | What it contains |
|---|---|
| First name | The employee's first name. |
| Last name | The employee's last name. |
| Preferred first name | The first name the employee prefers to go by. |
| Full name | The employee's full name. Uses the preferred first name when one is available. |
| Work email | The employee's work email address. |
| Personal email | The employee's personal email address. |
| Mobile phone number | The employee's mobile phone number. |
| Profile photo | A link to the employee's profile photo. |
| Employee number | The employee number shown in your HRIS. |
| Employment status | Whether the employee is active, pending or inactive. |
| Start date | The date the employee started. For rehired employees, this is the most recent start date. |
| Termination date | The employee's termination date. |
| Manager | The employee's manager. |
| Groups | The departments, teams and other groups the employee belongs to. See Group fields below. |
| Work location | The employee's work address. See Location fields below. |
| Home address | The employee's home address. See Location fields below. |
| Date of birth | The employee's date of birth. |
| Gender | The employee's gender. |
| Ethnicity | The employee's ethnicity. |
| Marital status | The employee's filing status as related to marital status. |
| Social security number | The employee's social security number. |
Group fields
Groups are how BambooHR organizes employees, such as departments and teams.
| Field | What it contains |
|---|---|
| Group name | The name of the department, team or other group. |
| Group type | The kind of group as labelled in your HRIS, such as department, team, cost center or business unit. |
Location fields
Location fields describe an employee's addresses.
| Field | What it contains |
|---|---|
| Location name | The name of the location. |
| Location type | Whether the address is a work or home address. |
| Street address line 1 | Line 1 of the street address. |
| Street address line 2 | Line 2 of the street address. |
| City | The city. |
| State or region | The state, province or region. |
| Zip or postal code | The zip or postal code. |
| Country | The country. |
| Location phone number | The phone number for the location. |
Fields not available from BambooHR
BambooHR doesn't share these fields through HRIS Sync: Username, Record created date, Parent group.