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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 users 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 Recruiting. 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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Under the Personal tab, grant Edit access to all fields you would like to import from Greenhouse Recruiting (see list of fields above). 

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Provide Edit access to the Documents tab. In order to export documents from Greenhouse Recruiting, 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 the BambooHR user(s), each user can enable the integration using the same BambooHR API key and subdomain.

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 regenerate the API key after updating the BambooHR permissions for that user, and then paste the new API key into Greenhouse Recruiting.

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 value that precedes bamboohr.com. In the example of greenhouse-sandbox.bamboohr.com, the subdomain is greenhouse-sandbox.

 

Enable Greenhouse/BambooHR Integration

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

Click the Ellipsis icon Ellipsis.png and select Integrations from the dropdown menu.

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On the Integrations page, use the search feature to find BambooHR and select it from the results list.

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In the BambooHR dialog box, click Connect on the right-hand side.

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From the same panel, enter your BambooHR API Key and Company Subdomain in the appropriate fields. 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 Accept Offer dialog box, ensure Export to BambooHR? is set to Yes.

Click Save.

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The following data will be exported to BambooHR from Greenhouse Recruiting:

  • 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 Recruiting to BambooHR if configured by creating custom fields:

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

To configure any of these data types from Greenhouse Recruiting to BambooHR, begin by navigating to the Configure icon > Custom Options

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From the Custom Options page, follow the steps below to create the appropriate custom field for each additional data type you wish to export from Greenhouse Recruiting to BambooHR. 

Salary

Click Offers under the Company Custom Fields section. 

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From the Manage Offer Fields page, click Add Field

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From the New Offer Field page, enter the following details: 

  • Field NameStarting Salary
  • Type: Currency 

Click Save when finished. 

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To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and make sure the Immutable Field Key is starting_salary.

From here, feel free to change the title of the field from Starting Salary to whatever you like; it will not have an impact on the Immutable Key Field now that the key has been established.

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Date of birth

Click Candidates under the Company Custom Fields section. 

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From the Manage Candidate Fields page, click Add Field

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From the New Candidate Field page, enter the following details: 

  • Field NameDate of birth
  • Type: Date 

Click Save when finished. 

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To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and make sure the Immutable Field Key is date_of_birth.

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Hourly Rate

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

Click Offers under the Company Custom Fields section. 

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From the Manage Offer Fields page, click Add Field

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From the New Offer Field page, enter the following details: 

  • Field NameHourly Rate
  • Type: Currency 

Click Save when finished. 

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To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and make sure the Immutable Field Key is hourly_rate.

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Contract Value

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

Click Offers under the Company Custom Fields section. 

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From the Manage Offer Fields page, click Add Field

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From the New Offer Field page, enter the following details: 

  • Field Name: Contract Value
  • Type: Currency 

Click Save when finished. 

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To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and make sure the Immutable Field Key is contract_value.

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