Setting up the Bamboo HR Integration

Set up new starters automatically (and sync existing users) via BambooHR. Keep all your data in sync.

Why set up the Bamboo HR integration?

• Have new joiners set up automatically.

• Sync all existing users.

• Full name, Email, Team and Job title pulled in and kept in sync automatically. 

How do I get access to the Bamboo HR integration

The Learn Amp team will need to enable the integration for you to access the details. Please contact us to get this set up for you. After this, the setup will be visible for admins and owners by clicking their profile image > Integrations > Bamboo HR.

Is there anything I need to do before setting up?

Setting up teams and managers

We advise that you map your teams and managers before setting up the integration.

The reason for this is that the manager is set on the individual within Bamboo HR whereas within Learn Amp, your 'Primary Team' dictates your manager (whoever manages your 'Primary Team' manages you, if your Primary Team changes, your manager changes).

By setting up the teams and their managers first, users will automatically slot into the right team and be assigned the right manager for them.

Notes:

• Managers can view team members details, objectives, 1-to-1s, set tasks for them etc.

• Primary team will be set based on the BambooHR department.

Set up teams and managers:

1. Invite your managers in via bulk CSV upload  (+ icon > People > Many users > Upload CSV) (< 5 mins).

2. Set up your teams, including listing who the manager is (+ icon > Team > fill in details) (< 5 mins).

(View our ideas on future improvements to the way teams and managers will be set up at the bottom of this article).

To set up your Bamboo HR integration:

Note: All users must have a valid email address  in Bamboo HR  for the integration to work.

1. Log in as an administrator to your Bamboo HR account.

2. In right upper corner, click your avatar and select API Keys from the menu.

3. Click Add New Key. 
   
   

4. Fill in API Key Name.

5. Click Generate Key button.

6. API Key would appear.

7. Please click copy key and paste it into corresponding field above.

8. Please fill in Company's subdomain with your Bamboo HR subdomain.

9. On Bamboo HR page please click Done button.

10. Click Save button above.

To enable instant updates with Bamboo HR integration:

1. Log in as an administrator to your Bamboo HR account.

2. In right upper corner, click the gears icon.

3. If you need assistance with these Bamboo HR settings, please view the help documentation.

4. In the menu below Account select Webhooks.
   
   

5. If you cannot see this option, please contact Bamboo HR customer support.

6. Click Add Webhook.

7. In the form please fill in Webhook Name.
   
   

8. From dropdown ‘What fields do you want to monitor?’ select fields, which should trigger webhook.
   
   

9. From the ‘What fields do you want to post?’ please select user's attributes, which you would like, to be in sync with Learn Amp.
   We support synchronisation of the following Bamboo HR fields:

   • Status.

   • First Name.

   • Last Name.

   • Job Title.

   • Work Email.

   • Department (mapped to Primary Team).

   • Location.

   • Hire Date.

    

10. Please select JSON in ‘What format should the data be in?’

11. Please fill in ‘Where should the data be posted?’ with:

    Bamboo HR Webhook URL

     Copy

12. Within ‘When should the data be sent?’ please select, how often you would like, the notification to be sent.
    For example, to send notification once a day at midnight, from Hour dropdown select 12 AM.

13. Click Save to finish.

Please note that Work Email field within Bamboo HR is required for each employee, to fully migrate employees into Learn Amp.

Optional filters:

• Inviting new joiners: 

  • Immediately when added to peopleHR: This is best used if you add users to Bamboo HR on the day that they officially join and/or if you want them to join Learn Amp before their official start date e.g. for pre-boarding.

  • Delay until their start date: Best used if you want them to be invited to Bamboo HR and Learn Amp on the same day. Particularly useful if you have a lot of new joiners due, and would prefer to upload them all at once to Bamboo HR, but not have them invited to either system until their start date.

How do I make sure the users Sync?

Users are synced at least 24 hours, but will be 'immediately'* synced if...

• They are invited to Bamboo HR and match the criteria above (e.g. start date = today).

• Sync users button is pressed. 

Note: Immediate means that the action will be immediately sent to the queue, sometimes at time of peak traffic there may be minor delays.

Future improvements to teams and managers

We recently added a field called 'Override manager' which effectively sets the manager on the individual. With this in mind we are looking to introduce the following setting:

How should managers be handled?

1. Set manager at an individual level: Directly match the data in People HR, by setting a manager on an individual using our 'Override manager' setting.

2. Set manager at a team level: When the first user is added to a team, take their manager as the manager of that team. 

Please let us know if you need any further help or have any suggestions for improvements to this article: support@learnamp.com