I use BambooHR. What does the integration look like? How do I enable it?

When individual users connect their Greenhouse accounts to BambooHR, they are able to export certain data (see below) to BambooHR upon marking a candidate as "Hired" in Greenhouse.  Only users with Job Admin and Site Admin permissions with the advanced "Can see private notes, salary info, manage offers, and approve jobs/offers" permission have the ability to mark candidates as "Hired".

Part 1: Enabling the Integration

Each user needs to take the following steps to configure the integration for themselves:

  • Click the Integrations tab
  • Scroll down to the HRIS section and click the Connect button next to BambooHR
  • Enter your BambooHR API Key and Company Subdomain into the provided fields
    • Note: Please enter your Company Subdomain without the URL parameters. For example, if your subdomain URL is bestcompany.bamboohr.com, enter bestcompany into the provided field.
  • Click Save

The BambooHR user doesn't necessarily need full Admin access in BambooHR, but they do need the ability to view/edit the fields that are connected between BambooHR/Greenhouse:

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

 

Users will also need Edit access to current and future folders in the Documents tab.

Once you have provided this access to your designated users, generate the API key and enter it into Greenhouse. Each Greenhouse user can enable the integration with the same BambooHR API key.

For convenience, 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. This way the API key and integration permissions will also remain the same regardless of changes to individual users who will be exporting candidates.

For more information on how to grant the necessary permissions in BambooHR, please see Part 4: Assigning BambooHR Permissions.

**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 key into Greenhouse.

 

Part 2: Exporting Candidate Data from Greenhouse to BambooHR

To export candidate data: 

  • Click the Accepted button on the Private tab on the candidate's profile page.
  • Make sure the box is checked next to Export to BambooHR?
  • Click Save

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

Part 3: Steps to 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

 

Part 4: Assigning BambooHR Permissions

As mentioned in Part 1, the BambooHR user needs the ability to view/edit the fields that are connected between BambooHR/Greenhouse:

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

The BambooHR user(s) will also need access to view/edit the Documents tab.

To grant these permissions, first create a Custom Access Level (eg. “Greenhouse Integration Access”):

1_Creating_a_custom_access_level__1_.png

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

2_What_this_access_level_can_do__1_.png

Then grant Edit access to all of the fields you’d like to import from Greenhouse. All fields that can be imported from Greenhouse are outlined below.

3_Personal_Tab__1_.png

 

4_Job_Tab__1_.png

 

Last but not least, 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:

5_Documents_Tab__1_.png

 

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Comments

  • Avatar
    Galit Minkin
    HI, can I also upload to BambooHR all the relevant information from the hiring process, mentioned in the activity feed section?
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