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BambooHR

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BambooHR is a cloud based HR platform that enables your organization to manage the data for your newly hired candidates. Greenhouse Recruiting's integration with Bamboo HR allows individual users to export data to BambooHR upon marking a candidate as Hired in Greenhouse Recruiting. In this article, we will cover how to:

 

Assign BambooHR Permissions

BambooHR users who plan on using the integration do not necessarily need full Admin access in BambooHR. These BambooHR users will, however, need view/edit permissions on the following fields that will be exported to BambooHR from Greenhouse Recruiting:

  • First name
  • Last name
  • Work email
  • Home email
  • Home phone
  • Work phone
  • Mobile phone
  • Hire date
  • Job title
  • Department
  • Office

In addition to these fields, BambooHR user(s) will also need view/edit permissions on the Documents tab.

Note: The Job Title for the candidate will only successfully post to BambooHR if the Job Title is added to BambooHR before the candidate data is exported from Greenhouse. You can add new Job Titles in Bamboo under Settings > Employee Fields. Additionally, Department and Office fields will only export to BambooHR if the values between Greenhouse Recruiting and BambooHR are the same.

To grant these permissions, first create a Custom Access Level (e.g. Greenhouse Integration Access).

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Users in this Custom Access Level will need the permissions to Add New Employees.

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Grant Edit access to all of the fields you would like to import from Greenhouse. 

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Provide Edit access to the Documents tab. In order to export documents from Greenhouse, the API key user will need Edit access to current and future folders:

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Retrieve API Key and Company Subdomain

Once the appropriate permissions have been granted to BambooHR user(s), each user can enable the integration using the same BambooHR API key and subdomain to enable the integration.

We recommend creating a Greenhouse API User in BambooHR with the necessary access level, so that a single API key can be generated and used by everyone enabling the integration in Greenhouse Recruiting. This way the API key and integration permissions will also remain the same regardless of changes to individual users who will be exporting candidates.

Note: If a user previously had different permissions, you will need to re-generate the API key after updating the BambooHR permissions for that user and then paste the new API key into Greenhouse.

After generating and copying your BambooHR API key for the integration, navigate to your URL to copy your organization's BambooHR subdomain. Your organization's subdomain is the alphanumeric values that precede bamboohr.com. In the example of greenhouse-sandbox.bamboohr.com, our subdomain is greenhouse-sandbox.

 

Enable Greenhouse/BambooHR Integration

With the BambooHR API key and subdomain copied, every Greenhouse user wishing to enable the integration should complete the following steps for their individual accounts.

Click the ellipse and select Integrations from the dropdown menu.

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Use the provided search feature on the Integrations page to find BambooHR and select it from the results list.

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Click Connect from the subsequent BambooHR page on the right-hand side. From the same panel, input your BambooHR API Key and Subdomain.

Click Save when finished.

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Export Candidate to BambooHR

To export candidate data from Greenhouse Recruiting, navigate to a candidate's profile. Click Mark Candidate as Hired from the On Job panel.

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From the Offer Accepted dialog box, ensure that the check box next to Export to BambooHR? is enabled.

Click Save.

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The following data will be exported to BambooHR from Greenhouse:

  • First name and last name
  • Email addresses (Personal and Work)
  • Phone Numbers (Work, Home, and Mobile)
  • Start date
  • Resume (if uploaded)
  • Cover letter (if uploaded)
  • Offer letter (if uploaded) 
  • Job Title
  • Department
  • Office

 

 

Configure Additional Data to Export

In addition to the data listed above, the following data can also be exported from Greenhouse to BambooHR if configured via creating fields on Custom Options:

  • Salary
  • Date of birth
  • Hourly rate
  • Contract value

Here are the steps to configure each data type from Greenhouse to BambooHR:

Salary

  • Click Configure
  • Click Custom Options
  • Click Offers
  • Click + Add Field
  • Type the following into the top field: Starting Salary
  • Select Currency from the Type drop-down menu
  • Click Save
  • To ensure the the field is set up correctly for export to BambooHR, click to edit the field once it is created, and make sure that the Immutable Field Key is: starting_salary.  Feel free to change the title from "Starting Salary" to whatever you like; it won't have an impact on the Immutable Key Field now that it's been established.

Date of birth

  • Click Configure
  • Click Custom Options
  • Click Candidates
  • Click + Add Field
  • Type the following into the top field: Date of birth
  • Select Date from the Type drop-down menu
  • Click Save
  • To ensure that the field is set up correctly for export to BambooHR, click to edit the field once it is created, and make sure that the Immutable Field Key is: date_of_birth

 

Hourly Rate - Exported to BambooHR as pay rate with pay type "hourly".  Important note: BambooHR only accepts values in USD.  If you create a currency field in Greenhouse and enter a different currency type, Bamboo will assume the value is in USD.

  • Click Configure
  • Click Custom Options
  • Click Offers
  • Click + Add Field
  • Type the following into the top field: Hourly Rate
  • Select Currency from the Type drop-down menu
  • Click Save
  • To ensure that the field is set up correctly for export to Bamboo HR, click to edit the field once it is created, and make sure that the Immutable Field Key is: hourly_rate

 

Contract Value - Exported to Bamboo as pay rate with pay type "contract".  Important note: BambooHR only accepts values in USD.  If you create a currency field in Greenhouse and enter a different currency type, Bamboo will assume the value is in USD.

  • Click Configure
  • Click Custom Options
  • Click Offers
  • Click + Add Field
  • Type the following into the top field: Contract Value
  • Select Currency from the Type drop-down menu
  • Click Save
  • To ensure that the field is set up correctly for export to Bamboo HR, click to edit the field once it is created, and make sure that the Immutable Field Key is: contract_value