Permissions: Owners

Product tier: Available to the Greenhouse Onboarding subscription tier

BambooHR is a cloud-based HRIS platform for small and medium-sized businesses that enables your organization to manage the data for your employees. Greenhouse Onboarding has created an integration with BambooHR to sync employee data between the two systems. 

Note: Greenhouse Onboarding's integration with BambooHR is a one-way sync of information. 

Enable Greenhouse Onboarding and BambooHR integration

Before your organization can enable the BambooHR integration, you'll need your organization's BambooHR domain. Your organization's domain for your BambooHR account is the text in front of bamboohr.com in the URL

Screen_Shot_2019-03-04_at_11.43.17_AM.png

Once you retrieve your domain, open Greenhouse Onboarding and select Settings on the home page.

Screenshot-of-top-navigation-bar-on-welcome-page.png

Scroll to the bottom of the page and select Integrations in the Data Flow section.

Screenshot-of-settings-page-data-flow-section.png

Click Enable next to BambooHR.

Screenshot-of-BambooHR-integration-on-integrations-page.png

Enter your BambooHR domain and click Connect to BambooHR.

Screenshot-of-BambooHR-connection-pop-up.png

BambooHR will open. You'll need to sign into your account to finish the integration setup. Once the setup is complete, you'll be automatically sent back to Greenhouse Onboarding. 

Mapped integration fields

The following Greenhouse Onboarding fields will be mapped and exported to the corresponding field in BambooHR:

 First Name*  Status
 Last Name*  Date of Birth
 User Status*  SSN
 Start Date*  Gender
 Email*  Marital Status
 Department  Personal Email
 Location  Profile Photo
 Address  Employee Documents
 Preferred Name  
 Job Title  

*Required field to create BambooHR employee account

Note: An employee's SSN should be formatted as ###-##-#### (including the dashes) in order to export successfully to BambooHR.

You can add help text to your organization's SSN field to remind employees how to format their SSNs. To do this, go to Settings Fields. Click on SSN, then enter your formatting note in the Help Text field.

When logging in to Greenhouse Onboarding for the first time, new employees can hover over the Info icon to see your reminder about SSN formatting.

SSN-field-on-new-hire-welcome-page-with-the-info-icon-highlighted-and-help-text-displayed-on-hover.png

Greenhouse Onboarding will export any available information for the mapped fields listed above to BambooHR.

Note: Reports can't be exported to BambooHR.

Export employee profile

Owners and Coordinators in Greenhouse Onboarding can export an employee profile to BambooHR with the Export to Bamboo HR button under the Integrations tab on their employee profile. 

Export.png

Note: Since every organization defines its onboarding process differently, employee data can only be exported manually from Greenhouse Onboarding. Additionally, this export can only be performed once in Greenhouse Onboarding, so verify that all details are correct before sending to BambooHR.

Once the employee profile is successfully exported to BambooHR, the export date, user, and BambooHR ID will display on the Integrations tab of the employee profile.

Exported_Images.png