BambooHR is a cloud-based HR platform that enables your organization to manage the data for your newly hired candidates. BambooHR's integration with Greenhouse Recruiting allows users to export data to BambooHR when a candidate is marked as hired in Greenhouse Recruiting.
Enable the BambooHR integration
Assign BambooHR permissions
BambooHR users who plan on using the integration don't necessarily need full admin access in BambooHR. However, they do need view / edit permissions on the following fields that are 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 also need view / edit permissions to the Documents tab in BambooHR.
Note: A job title for a candidate only successfully posts to BambooHR if the job title is added to BambooHR prior to the candidate export from Greenhouse Recruiting. You can add new job titles in BambooHR in Settings > Employee Fields.
Additionally, department and office fields only export to BambooHR if the values between Greenhouse Recruiting and BambooHR are an exact match.
If your organization utilizes tiered offices and departments, we recommend that sub-departments be configured as departments within BambooHR to avoid syncing errors.
To grant these permissions, first create a Custom Access Level (such as Greenhouse Integration Access).
People in this custom access level need the permission Add New Employees.
Under the Personal tab, grant Edit access to all fields you want to import from Greenhouse Recruiting (see list of fields above).
Provide Edit access to the Documents tab. In order to export documents from Greenhouse Recruiting, the API key user needs Edit access to current and future folders:
Create a BambooHR API key
Once the appropriate permissions have been granted to BambooHR users, each user can enable the integration using the same BambooHR API key and subdomain.
We recommend creating a single 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 remain the same regardless of changes to individual users who are exporting candidates.
Note: If a user previously had different permissions, you 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 BambooHR 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 access on Greenhouse Recruiting
With your BambooHR API key and subdomain copied, each Greenhouse Recruiting user wishing to enable the integration should complete the following steps for their individual accounts.
Click Integrations on your navigation bar.
Search for BambooHR and select it from the results.
Click Connect.
Paste your BambooHR API key and company subdomain.
When finished, click Save.
Use the BambooHR integration
Export candidates from Greenhouse Recruiting to BambooHR
To export candidate data from Greenhouse Recruiting, navigate to a candidate's profile.
Click Mark Candidate as Hired from the On Job tab.
In the offer details panel, ensure Export to BambooHR? is set to Yes.
Click Save.
Next, click Export to BambooHR on the hired candidate's profile.
The following data will be exported from Greenhouse Recruiting to BambooHR:
- 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
All fields listed above are exported. It's not possible to prevent specific fields from exporting.
Note: You must use the default fields on Greenhouse Recruiting for job title, department, and office fields when sending information through this integration.
Configure additional candidate data to export
In addition to the default candidate data export referenced 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 additional data types to export from Greenhouse Recruiting to BambooHR, begin by navigating to the Configure icon > Custom Options.
Follow the steps below to create the appropriate custom field for each additional data type you wish to export from Greenhouse Recruiting to BambooHRL
Salary
Click Offers under the Company Custom Fields section.
Click Add Field.
Enter the following details to configure the custom field:
- Field name: Starting Salary
- Type: Currency
When finished, click Save.
To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and confirm 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 won't have an impact on the immutable key field now that the key has been established.
Date of birth
Click Candidates under the Company Custom Fields section.
Click Add Field.
Enter the following details to configure the field:
- Field name: Date of birth
- Type: Date
When finished, click Save.
To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and confirm the immutable field key is date_of_birth.
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.
Click Add Field.
Enter the following details to configure the field:
- Field name: Hourly Rate
- Type: Currency
When finished, click Save.
To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and confirm the immutable field key is hourly_rate.
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.
Click Add Field.
Enter the following details to configure the field:
- Field name: Contract Value
- Type: Currency
When finished, click Save.
To ensure the field is set up correctly for export to BambooHR, click to edit the field once it is created, and confirm the immutable field key is contract_value.
