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 the BambooHR integration

Before your organization can enable the BambooHR integration, you'll need your organization's BambooHR domain. Your organization's domain is the text in front of when you're logged into your BambooHR account.

BambooHR organization domain example

Once you retrieve your domain, open Greenhouse Onboarding.

From your homepage, navigate to Settings Data Flow Integrations.

Greenhouse Onboarding Settings page with Data Flow and Integration tabs highlighted

On the Integrations page, scroll to BambooHR. Click Enable.

Greenhouse Onboarding Integrations page with Enable button for BambooHR highlighted

Enter your BambooHR domain and click Connect to BambooHR.

Window for BambooHR domain to set up integration in Greenhouse Onboarding

BambooHR will open. You'll need to sign into your account to finish the integration setup. Once 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 a 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

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

Note: Reports can't be exported to BambooHR.

Export an employee profile

Once your integration is enabled, Owners and Coordinators in Greenhouse Onboarding can export an employee profile to BambooHR.

In Greenhouse Onboarding, use the Search bar on your homepage to search for the employee whose profile you want to export.

From the employee's profile, navigate to the Integrations tab. Click Export to BambooHR.

Employee profile integrations tab with Export to BambooHR button highlighted

Note: Since every organization configures its onboarding process differently, employee data can only be exported manually from Greenhouse Onboarding. In addition, an employee's profile can only be exported once from Greenhouse Onboarding. Make sure to verify that all details are correct before exporting to BambooHR.

Once you've successfully exported an employee's profile to BambooHR, the export date, user, and BambooHR ID will display on the employee's Integrations tab.