BambooHR FAQs

downloaded our Mobile App

Purpose: Your company is using BambooHR to keep track of and manage your employee information. This video will show you how to log in to BambooHR in order to update your personal information, request time off, view the company directory and org chart, and so much more.

Do you prefer hands-on learning? Our interactive guides will walk you through different aspects of your Bamboo experience and we even have an interactive guide specifically designed to show you the basics of BambooHR. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain and you can get started!

https://REPLACEME.bamboohr.com/home?pendo=PKQRhqFdf0uYIA0TCN6Xq4JYMLk

What's Next?

Do you want to upload your profile photo?

Have you yet?

request time off

How do I Update my Emergency Contacts?

Purpose: Learn how to add your own emergency contacts to your employee profile in BambooHR so you can be prepared for any emergencies that might come your way.

Do you prefer hands-on learning? Our interactive guides will walk you through different aspects of your Bamboo experience and we even have an interactive guide specifically designed to show you how to update your Emergency Contacts. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain and you can get started!

https://REPLACEME.bamboohr.com/home?pendo=1IeHPHDRTV4omEnrnBSgVGAFP8k

To update your emergency contacts, navigate to the "My Info" tab and select "Emergency." Then click "Add Contact."

Enter the contact information for your new emergency contact. If you'd like him or her to be your primary contact, be sure to check that box. Once you've added the information, click "Save Changes."

To edit an emergency contact, simply click in the box you need to edit in order to make changes. Or, click the "X" next to the contact's name to remove them.

Depending on how your administrator has configured your account, updates and changes to Emergency Contact information may require approval before it is displayed on your profile.

What's Next?

Have you added your dependents yet?

Do you know where to find the Company Directory ?

Have you downloaded our Mobile App yet?

Need to ?

reset their password

How does OneLogin Integrate with BambooHR?

Purpose: To help you understand what OneLogin is used for and how you can integrate it with BambooHR.

OneLogin gives users the ability to launch all their web apps from OneLogin's single sign-on (SSO) portal or from the company's intranet.

You can learn more about OneLogin in BambooHR's Marketplace.

Please note that OneLogin does extend to BambooHR's mobile app so users will be able to login to the app using single sign-on through OneLogin.

Please note you must be a Full Admin user to set up this integration.

How do I Enable the OneLogin Integration?

Login to OneLogin and navigate to "Apps" and select "Add Apps." Search for BambooHR and then click on "BambooHR." You will then be immediately taken into the BambooHR connector.

Confirm the display name and icon for the BambooHR app. Then be sure to select the "SAML2.0" connector. Then click "Save" in the top right corner.

Once you have successfully added the BambooHR app, you will need to specify other details before the integration is complete. Go to the "Configuration" tab and enter your BambooHR subdomain.*

*Your subdomain is simply the first part of your BambooHR URL. For example, if my BambooHR URL is: https://helpcontent.bamboohr.com then my subdomain would be "helpcontent."

Next, select the "Parameters" tab and ensure that the credentials are configured by admin and that the mappings are as follows:

E-Mail = Email

First Name = First Name

Last Name = Last Name

Username = Email

Navigate to the "SSO" tab and copy the following information for insertion into BambooHR:

X.509 Certificate (View Details)

SAML 2.0 Endpoint (HTTP)

What do I Specifically Need to Copy for the X.509 Certificate?

Be sure to copy the entire certificate including the "BEGIN CERTIFICATE" and "END CERTIFICATE" lines.

In a separate window, log in to BambooHR. Navigate to Settings and select "Apps." Find OneLogin and click "Install."

Enter the SAML information into BambooHR by pasting the SSO Login URL (SAML 2.0 Endpoint (HTTP)) and the x.509 Certificate information from OneLogin. You will now be able to click on the BambooHR App icon within OneLogin to log directly into BambooHR.

How do I Map Users to BambooHR in OneLogin?

In order to grant all of your BambooHR employees access to login to BambooHR through OneLogin, you will need to create a mapping. To do this, navigate to "Users" and select "Mappings." Then click "New Mapping."

Follow these steps to create your mapping:

Rename the mapping to "BambooHR Mapping" to easily recognize it in the future.

Under "Conditions", change the selections to "MemberOf" > "contains" > "BambooHR."

Under "Actions", change the selections to "Set role" > "BambooHR." (Note: BambooHR will automatically show as "Default" here if you haven't created a role for BambooHR and you have no other apps in OneLogin)

Once the above information is set, click "Save."

Once on the Mappings page again, click "Reapply All Mappings" in order to establish the new mapping.

Once this is complete, you and your BambooHR users will be able to login to BambooHR via Single Sign-On.

How do I Login to BambooHR Using OneLogin?

Please note that each employee will still receive the "password setup" email when Employee Access is turned on in BambooHR, but they don't actually have to create a password for BambooHR because that is managed through OneLogin. Once the employee is activated in BambooHR, then as long as the email address they have in BambooHR matches the email address in OneLogin, the employee can authenticate through OneLogin and click through into BambooHR from within that app.

Once logged into OneLogin, click on the BambooHR icon to be taken directly into BambooHR.

*IMPORTANT NOTE: If you "log out" of BambooHR, but you are still logged into OneLogin, then you are still effectively logged into BambooHR. If you were to go to your BambooHR login URL in a web browser, OneLogin would recognize you as still being logged in and allow immediate access. PLEASE BE SURE TO FULLY LOG OUT OF ONELOGIN WHEN YOU ARE NO LONGER USING THE APPLICATION.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by OneLogin.

Contact information can be found here.

What's Next?

Do you need help creating your Employee Access Levels ?

Have you enabled your employees with access to log into BambooHR yet?

Do you need help sending employees a link to ?

Mobile App

Purpose: This guide will walk you through the Employee Satisfaction experience.

We want your feedback!

This email is the first notification you will receive about Employee Satisfaction. No action is necessary on your part. This is just to let you know the survey will be coming soon.

Survey

You will receive the survey email one business day after you received the introduction email. Simply select a number between 0-10 based on how likely you are to recommend your company as a place to work.

Is the eNPS Survey Really Anonymous?

Employee Satisfaction in BambooHR is completely anonymous, helping you feel free to provide honest feedback that can lead to real improvements. In order to ensure anonymity, we have taken the following steps:

All employees in BambooHR are assigned an Employee #. We assign a random number to that Employee # and we tie your basic employee demographic information along with it. (User is not anonymous at this stage)

We send you the Employee Satisfaction email survey. When you click to complete the survey, it takes you to a separate URL where the Employee # and Random number have been deleted* from the database. Only your demographic information is tied to your response.

*This information is completely deleted from our database so we are not able to look up who sent which responses.

Once you select a number between 0-10, you will see one of the following questions depending on the score you selected:

If you select a 9 or 10, you will see: "Thank you! We're glad to hear you're likely to recommend <COMPANY>. What makes this place so great?"

If you select a 7 or 8, you will see: "Thank you! What changes could [Company] make to become a better place to work?

If you select a 0-6, you will see: "We're sorry to hear that. What changes could <COMPANY> make to become a better place to work?"

As you respond to the question, you will see a progress bar encouraging you to add more feedback. Don't be shy, your company wants to hear your feedback.

Once you submit your answer, you will see the message below.

Heads up! If you sign your name (or use any other clearly distinguishing bit of information) the survey is no longer anonymous!

What's Next?

Do you need to upload your photo to your profile?

Would you like to learn how to update or add your emergency contacts ?

Have you downloaded our ?

dependents

Purpose: The access you have in BambooHR will depend on what the administrators in your company have chosen for you as an employee. This video will walk you through the basics of what can be available to you when you log in.

What's Next?

Have you downloaded our Mobile App yet?

Do you know where to find the Company Directory ?

Need to update your emergency contacts ?

Have you added your yet?

current integrations

How does TRAXPayroll Integrate with BambooHR?

Purpose: To help you understand what TRAXPayroll is used for and how you can integrate it with BambooHR.

If you are not currently using TRAXPayroll and would like to learn more about this integration with BambooHR, click here.

Since 1997, TRAXPayroll has been offering US businesses of all sizes, a cloud based, software-as-a-service (SAAS) solution that delivers trouble-free and simplified payroll processing and administration, time tracking. We emphasize personalized service and long-term relationships. Behind our leading payroll solution stands a team of industry and technology experts that provide exceptional five-star service and support with our products.

You can learn more about TRAXPayroll in BambooHR's Marketplace.

How do I Enable the TRAXPayroll Integration?

BambooHR integrates seamlessly through our API with TRAXPayroll sending information directly into their system. This allows you to keep your employee data as the master record within BambooHR, but do payroll through TRAXPayroll. To enable the TRAXPayroll integration within BambooHR, please contact a Support Hero.

What Data Syncs Between BambooHR and TRAXPayroll?

This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.

When using this integration, all employees must be added in BambooHR. Once the new employee is added in BambooHR, they will automatically sync through to Remote Link in order to be added to TRAXPayroll.

Sync Approved Hours

If you don't have BambooHR Time Tracking and are interested in a demo, click here !

If you are using BambooHR Time Tracking, all approved hours will sync over to TRAXPayroll prior to each payroll run. This is easily done by using the "remote link" feature in TRAX before running your payroll (learn more about the remote link feature below under "How do I Manage Information Flowing from BambooHR...").

If you are using an external time tracking system, you can use the hours importer to manually upload hours worked for employees into BambooHR through a .csv file. As long as the hours worked have been imported before running payroll in TRAX, you will be able to sync the hours through the remote link in TRAX prior to each payroll run.

Approved hours will not sync over to TRAX until it has been enabled in your BambooHR account. Please email us at [email protected] with your name, company, and phone number, and a payroll representative will help you get everything set up.

Sync Approved Time Off Requests

Approved time off requests for paid time off types in BambooHR will sync into TRAX for the relevant pay period for all workers. This is easily done through the remote link in TRAX (learn more about the remote link feature below under "How do I Manage Information Flowing from BambooHR...").

If you are using BambooHR Time Tracking, holidays hours will automatically sync through to TRAX. If you are not using BambooHR Time Tracking, time off for Company Holidays in BambooHR will not automatically flow into TRAX. If you'd like time off for Company Holidays in BambooHR to sync with TRAXPayroll without manually adding them for each employee, follow the instructions below:

Simply create a new time off type for "Holiday" time, or whatever you'd like to call it. You can then have employees request time off for Company Holidays. Or, you can use our time off importer to import time off requests for all employees who will be taking each holiday off. Be sure to follow the specific instructions under "Do you Need to Import Time Off Requests?" in this helpguide.

Once the time off requests are in BambooHR for the time off type you created for "Holiday" time, they will sync over to TRAXPayroll when using the remote link feature.

Sync Direct Deposit and Federal Withholding Information

Direct Deposit

Employee direct deposit information can be updated by going to the "Pay Info" tab and clicking "Update Direct Deposit."

This will bring up a pop-box where direct deposit details are entered. To add a new bank account, simply click "+ Add Account." To delete an existing direct deposit account, hover over the account and click on the trash can icon. There is no limit to the number of direct deposit accounts added.

When adding direct deposit information, it is important to add the bank details in the correct order. As you can see in the screenshot above, the first direct deposit will be a % or $ from the grand total. The next direct deposit will only be a % or $ from what is left of the total. If there is any amount left over after the final direct deposit account has been added, a paper check will be created with any remaining balance. If you would like to receive the entire remaining balance in the last direct deposit account, you will need to set that direct deposit account as 100% of the remaining total. You will then click Save.

If direct deposit information has been added and an employee would prefer to start receiving paper checks, you have the option to quickly delete all direct deposit information by selecting Id prefer a paper check." A pop-up will alert you that by deleting all direct deposit information, the employee will start receiving paper checks.

Employee Tax Information

If using TRAXPayroll to store withholding and state unemployment insurance information, please use this help guide for direction on how to manage this data. If using BambooHR as the system of record, please see below:

Federal Withholding

1. Employees can also be given access to add and edit Federal Withholding information. The withholding information includes:

Filing status: Single, Married, or Married, use single rate

Exemptions: Enter the number of exemptions

Additional Withholding type: Dollar or Percent

Additional Withholding Amount: Enter an additional withholding, if needed.

If the Federal Tax Withholding Status and Exemptions are not entered, the employee will be set to Single, zero.

2. Full Admins within BambooHR will have access to an additional three fields within the Federal Tax Withholding section:

Ignore filing status/exemptions: Check this box to have no federal income tax taken or a specified dollar amount entered. Wages are reported to the IRS.

FICA Exempt: Check this box to have no Social Security or Medicare taxes taken or reported.

FUTA Exempt: Check this box to have no Federal Unemployment taxes taken or reported.

State Withholding

Employees can be given the ability to edit and manage State Tax Withholding information. When a location is selected, additional fields may appear below the Location field depending on each states unique requirements:

Location: Select if the state withholding applies to an employees work or home address.

If Work is selected, BambooHR will use the employees location found in the Job Information table on the Job tab to determine which location and associated address to use.

If Home is selected, BambooHR will use the employees home address found on the Personal tab.

Filing Status: Single, Married, or Married using single rate.

Additional Withholding Amount: Enter an additional withholding, if needed.

Additional Withholding type: Dollar or Percent.

Like with Federal Withholdings, Full Admins will have access to additional fields. In the screenshot above, we see that the Full Admin has the ability to select Ignore filing status.

State Unemployment Insurance

These fields are viewable by Full Admins only. Employees are set to work in only one state for withholding and unemployment taxes per payroll run, though those states can differ. For example, an employee can have income tax withholding in California and unemployment tax in Oregon.

Location: Select whether the state withholding applies to an employees work or home address.

State UI tax exempt: Check this box if the employee is exempt from State Unemployment Insurance Tax.

How do I Manage Information Flowing from BambooHR into TRAXPayroll?

To manage the information being sent from BambooHR into TRAXPayroll, navigate to Bamboo Home. Click the "TRAXPayroll" button in the top right corner in order to login to TRAXPayroll and go to the administrative dashboard.

Once you are viewing TRAXPayroll information, click on the "Remote Link" tab in order to review and approve pending information updates from BambooHR.

When an information update to an existing employee is made within BambooHR, we automatically compare the data between BambooHR and TRAXPayroll and then send an update request which appears on the Remote Link tab.

You can apply the changes to the TRAXPayroll data from the main Dashboard through the Action button. Once the changes sent over from BambooHR have been approved, the employee profile within TRAXPayroll will be automatically updated accordingly.

Click here to learn more about how to use Remote Link in TRAXPayroll.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by TRAXPayroll and BambooHR.

Contact information can be found here.

What's Next?

Do you need help making changes to table data on the employee profile?

Do you need help updating data for multiple employees at one time?

Do you want to find out more about our ?

here

How do I Create a New Password?

Purpose: As an employee, you can create a new password any time, as long as you have your email address. If you need additional help, an administrator can send you a link to set up a new password. This help guide will walk you through this process.

BambooHR requires an employee to log in with an email address and password, unless you have enabled a single sign-on integration with your BambooHR account. When an employee is enabled with access to log in to BambooHR, they will receive an email with a link to create a password and login. If the employee forgets his or her password, there are two ways to obtain a new one:

Send Password Reset Email to the Employee as an Administrator

As an administrator, you have the ability to send the employee an email with a link to set up a new password. You can easily do this by going to the employee's profile and clicking on the action menu. Then select "Reset User's Password." This will immediately send the employee an email with a new link to set up a password.

A password reset can also be sent directly from the drop-down menu in Access Levels when assigning an employee to an access level.

If the employee didn't receive the first email to set up a password when you enabled their access originally, it is a good idea to check their email address and make sure it is correct before resetting their password and generating a new email.

Send Password Reset Email to Myself as an Employee

Go to your BambooHR URL and click the "Forgot Password?" link to the right of the Login button.

Enter your email address and click the "Send Email" button to generate the password reset email notification.

Password Reset

From within the email notification, click "Reset your password."

Please note that this link is only active for 24 hours, after which it will be deactivated. A new notification and link can be generated at any time by following the same steps above or clicking "Request a New Link" in the email notification.

Enter a new password and click the "Reset Password" button.

Once you click "Reset Password", it will automatically log you into BambooHR.

How do I Change my Password?

You can easily change your password by clicking on your avatar in the top right corner. Select "Change My Password."

From there, you will be prompted to enter your current password and then type in your new password. Click "Save" and you will be required to use your new password upon your next login.

What's Next?

Are you having troubling logging into BambooHR ?

If you are just getting started with Employee Access, do you want to learn more about what features are available to you?

Do you want to learn more about how to download and configure the mobile app?

Did you know you can use one of our intuitive interactive guides to show you how to change your password once you are logged in? Click to see a list of available guides, follow the instructions at the top, and let the system walk you through the process.

out of the office via the calendar

How do I Request Time Off in the Mobile App?

Purpose: Requesting time off is one of the main reasons you will be regularly logging in to BambooHR. This help guide will give you all the resources you need to submit your time off requests for approval.

Do you prefer hands-on learning? Our interactive guides will walk you through different aspects of your Bamboo experience and we even have an interactive guide specifically designed to show you how to request time off in BambooHR's web app. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain and you can get started!

https://REPLACEME.bamboohr.com/home?pendo=BBdYOlMgIS2JivV2Q3Fk8gugffo

iPhone

Request Time Off

There are two ways to request Time Off through the iPhone Mobile App.

Home

My Info: The My Info tab will automatically default to the user's Personal tab. Using the pulldown, tap "Personal" and then tap "Time Off" to view the time off details.

Select Dates

Scroll through the calendar and select the dates you would like to request. If you need to select a date range, simply click the start date and drag your finger through to the end date or click the start date and then click the end date.

Once you have selected your dates, click continue.

Select the Time Off Type

Scroll through and select the Time Off Type you would like to request. Notice the balance that you will have available on the date you selected automatically shows next to each Time Off Type.

Confirm Amount and Add Note

The amount for each day will auto-populate for you but if you need to change the amount, simply tap your finger on the amount and make your changes. Additionally, you will see an option for "Full Day" or "Half Day."

Once you confirm the amount, add a note as to why you are requesting this time off. Then select "Send."

Request Confirmation

Once you have submitted your request, a notification will appear letting you know that your request has been submitted successfully.

Android

Navigate

From Home, click "Request Time Off."

Select the dates you are requesting Time Off for and tap "Continue".

Select the Time Off Type (Vacation, Sick, etc.).

Enter the amount of time for each day you are requesting time off for.

We always recommend including a note with your request, not only for the approver's benefit but also for auditing purposes.

Tap "Send" to submit your request.

Request Confirmation

You will immediately see that your request has been sent for approval.

Other Ways to Request Time Off

Under "My Info", you can navigate to the Time Off tab where you can find the "Request Time Off" button to submit a request. The process will be the same as indicated in the previous section.

Do you want to Request Time Off in the web app?

To request time off in the web app, navigate to the Time Off widget on BambooHR Home.* Click "Request Time Off."

Select the date(s) you need to request time off for. If you are only requesting one day, the start date and end date will be the same.

Select the type of time off you are requesting.

The dates you need to request off will pop-up and the amount of time (hours or days) will be auto-filled. If you need to edit the amount, simply click in the amount box to update it.

Add a note for the approver.

Click "Send Request" in order to submit your time off request for approval. Once a decision has been made on your request, you will be notified via email.

*If you are not using BambooHR Time Tracking, you will see the Request Time Off button in the My Info widget on Home.

What's Next?

Do you need to see how to view your current balances ?

Do you need to learn how to modify or delete a Time Off Request ?

Would you like to see who will be within the Mobile App?

negative balance

How do I Calculate Future Balances?

Purpose: Do you ever plan your time off months in advance? It can be hard to manually calculate your accruals forward to see if you'll have enough time for your vacation. This help guide will show you how to use the balance calculator within BambooHR so you easily can see what your balance will be as of any future date in time.

Accrual Calculator

To calculate your future balances, you can click on the accrual calculator in the Time Off widget* on BambooHR Home. Or, you can navigate to the Time Off tab under "My Info." (see below)

*If you are not using BambooHR Time Tracking, the accrual calculator button will appear in the My Info widget on Home.

The accrual calculator allows you to project a future time off balance for a specific time off type. The calculator can be accessed by hovering over a time off type and clicking the calculate future balance icon. Note that the calculator icon will only be available for time off types that have a policy that automatically accrues. Accrual options set as None do not have the calculator available.

In the mobile app, the calculator icon is located in the top-right corner of the Check Balances screen. For detailed information about the calculator feature in our mobile app, click here.

Select Information

When you click on the "Calculate Balance" button, the accrual calculator will appear. On this page, you will select the type of time off you would like to review (this will default to the type you hovered over to access the calculator) and enter a future date to give you the projected balance of time off you will have accrued by that day.

Click Accrual Details and the accrual calculator will show all applicable time off actions up through the projected future date. In the above screenshot, you can see: accruals, level changes, time off used, and most importantly, that the Vacation balance will be 6.76 days on 12/31/2016.

What's Next?

Do you know how to check current balances for your employees?

Need to understand how to assign a time off policy? Our interactive guides can help; click here to see a list of available guides, follow the instructions at the top, and let the system walk you through the process.

Did you know BambooHR will warn you when you submit a time off request that will result in a ?

request time off

How do I Upload my Profile Photo?

Purpose: Personalize your employee profile by uploading your photo. This help guide will show you how.

To upload your profile photo, navigate to the "My Info" tab. Hover over the avatar image and click the pencil icon. Drag and drop your image file or click "Choose File" to select the photo on your computer.

Once the photo uploads, move the circle to where you'd like the profile to be. Use the squares to resize the circle. Click "Save" and your profile picture will be uploaded.

What's Next?

Have you added your dependents yet?

Do you know where to find the Company Directory ?

Have you downloaded our Mobile App yet?

Need to ?

set the pay rates

What Information is Available on the Timesheet Tab?

Purpose: When BambooHR Time Tracking is enabled for an employee, a Timesheets tab is created on the employee's profile. This article will teach you more about what details are available on the Timesheets tab.

Would you Like to Watch a Video About Employee Timesheets?

Single Daily Entry

When BambooHR Time Tracking has been enabled for an employee, a Timesheet tab will appear on the employee's profile. You will find the following information on the Timesheet tab:

Pay Period:Select the Pay Period you'd like to show the timesheet for. You can select any pay period in the past 12 months, rolling.

Timesheet Settings:Select whether you'd like to show weekends (please note that days that have hours entered will always be displayed), daily graph (the bar graph in the summary), and pay period totals.

Pay Period Ends:Notice that only days within the current pay period allow you to enter time unless hours in the previous pay period have not been approved. You will not be able to enter hours in the days that are before the current pay period if they have been approved.

Hours Worked:Enter the hours worked for each day here. If an employee has added a note to their time worked, the note icon will show next to the time entry. If the employee has edit access, they will be able to edit any time added to the timesheet until it has been approved.*

Paid Time Off:If the employee has paid time off, it will be displayed on the timesheet. Note that the employee will still be able to enter time worked on that day since not all time off will be for a full day.

Current Day:The current day will show in the account color.

Holidays:Company holidays will show on the timesheet, including the holiday rate for hours worked on the holiday. If your employees do not work holidays and you've set up Time Tracking to give each employee a certain amount of hours for the paid holiday, you will see the total number of hours the employee is allotted for the holiday in the timesheet. Holiday hours for the pay period will only show on an employee's timesheet if the hire date is before the holiday. If the hire date changes, the timesheet will automatically recalculate to only show the holiday if it occurs after the hire date.

Timesheet Summary:Quickly see how many total hours have been worked during the work week and pay period, including overtime. The chart will show gray bars for future days in the period that represent the hours worked that time last week. Once the time is actually entered, the bars will be in the account color. Hover over each bar in the chart to see the number of hours worked and the date.

*The timesheet in the screenshot above is for Single Daily Entry. The screenshot below will show you Multiple Daily Entries.

Multiple Daily Entries

If you are using Multiple Daily Entries for tracking hours worked, the following features will be available on the timesheet:

Clock In/Clock Out:If you've enabled the time clock in Time Tracking Settings, your employees will see a button to Clock In or Clock Out in the top right corner of their timesheet tab. This will also show on Bamboo Home for quick and easy time tracking. If you are not using the time clock, your employees will simply be able to add their time in segments which will allow for multiple daily entries (See below).

Multiple Entries:A history of all working hours will be recorded on each day. Each time the employee clocks in and clocks out, a new line is created. If the employee has edit access to their timesheet they will be able to edit any of the time entries within the current pay period as long as they have not yet been approved. If the employee is not currently clocked in, then he or she will be able to add time manually by hovering over the specific day in the pay period. If there is a note attached to the time entry, you will see the note icon upon hover. If there is a future time entry in the pay period, the employee will not be able to clock in until the time entry is in the past.

Multiple Daily Entries (without a time clock)

Once any timesheets have been approved for the employee, the tab will always appear on the employee's profile, even if the employee becomes salary, is removed from Time Tracking, or is terminated.

What's Next?

Do you need help adding your hours ?

Do you know the difference between multiple daily entries and single daily entry ?

Have you for your company holidays?

self-onboarding

Purpose: To help you understand what Universal is used for and how you can integrate it with BambooHR.

Universal Background Screening has partnered with BambooHR to provide an easy-to-use integration which sends pertinent candidate information to the Universal Background client portal. Submit a background check by simply moving a candidate to the "Send to Universal Background" status.

Universal will retrieve the background and verification information of the candidate. When you open the client portal, this information will be pre-populated and you can simply confirm the package and submit it for processing.

Universal will process the background check and keep you informed of the order status. Once complete, Universal will then provide you with a link directing you to the report for easy access to the candidate's background check report.

You can learn more about Universal in BambooHR's Marketplace.

How do I Enable the Universal Integration?

Create a Non-Employee User

Before you enable the integration, you will need to create a non-employee user in Access Levels in BambooHR. When you add them as a non-employee user, use "Universal" for the first name, and "Background" for the last name. The email address is [email protected]. Grant the non-employee user Full Admin access.

By doing this, you can easily identify the notes Universal Background will be adding to the candidate's profile while the background check is processed and completed.

BambooHR Candidate Statuses

Before you enable the integration, you will need to add a few new statuses to your Candidate Status list in BambooHR's Applicant Tracking feature.

To add new statuses, go to "Hiring" in Settings and select "Candidate Statuses." We recommend you add two new status options to the list:

Send to Universal Background

Received by Universal Background

Using the "Send to Universal Background" status will initiate the background check.

Enable Integration

Universal will provide you with a URL to create your API key. You will log in with your Universal credentials and your BambooHR subdomain.*

*The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

If you haven't received the URL from Universal, please reach out to their support team.

How do I Initiate a Background Check?

Log in to BambooHR. Navigate to the candidate's profile and change the status to "Send to Universal Background."

What Data Syncs to Universal from BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Universal.

Contact information can be found here.

What's Next?

Do you need help changing a candidate's status in BambooHR?

Need to hire a candidate and begin the process?

self-onboarding

How does Backgrounds Online Integrate with BambooHR?

Purpose: To help you understand what Backgrounds Online is used for and how you can integrate it with BambooHR.

Background screening solutions with Backgrounds Online directly through the BambooHR platform.

You can learn more about Backgrounds Online in BambooHR's Marketplace.

How do I Enable the Backgrounds Online Integration?

BambooHR

Before you enable this integration, log into your BambooHR account and click on Settings. Select "Hiring" and add the following candidate statuses:

Background Check Request

Background Check Started

Background Check Completed

These statuses will be used as triggers for initiating a background check, sending notifications when a background check is in progress, and alerting you when results are ready to review.

Backgrounds Online

Log into your Backgrounds Online account. Navigate to the avatar in the top right corner and select "Integrations."

Enter your BambooHR Subdomain* and click "Update."

*The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

If you aren't currently logged into BambooHR, a new window will automatically open up to your BambooHR URL. Enter your login credentials. If you are already logged in, it will automatically link your access.

The integration will officially be set up when you see a green check mark next to "Connection Status."

Click the "Edit" button under "Configure your package options" in order to designate the BambooHR hiring status you wish to use to initiate a background check and the associated default package.

Click the "Edit" button under "Configure your results notifications" in order to designate the pending and complete background statuses in BambooHR.

How do I Initiate a Background Check in BambooHR?

To initiate a background check in BambooHR, navigate to the candidate's profile and change his or her status to the status you've designated to initiate the request in Backgrounds Online. In the example above, this status is "Background Check Request."

The candidate will receive an email notification with a secure link to authorize the background check package you selected.

Once the candidate submits the information to process the background check, the candidate's status will automatically update to reflect the status you've designated as the in-process indicator (i.e. Background Check Started).

Additionally, a note will automatically be added to the candidate's Notes tab containing a link you may copy/paste into your browser to view more information on the order.

Once the background check is complete, the candidate's status will automatically update to reflect the status you've designated as the results indicator (i.e. Background Check Complete).

Additionally, a note will automatically be added to the candidate's Notes tab containing a link you may copy/paste into your browser to view the full report in your Backgrounds Online account. You will receive an email notification letting you know the background check is complete.

What Data Syncs to Backgrounds Online from BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Backgrounds Online.

Contact information can be found here.

What's Next?

Do you need help changing a candidate's status in BambooHR?

Need to hire a candidate and begin the process?

Onboarding and Offboarding

How does Interview Mocha Integrate with BambooHR?

Purpose: To help you understand what Interview Mocha is used for and how you can integrate it with BambooHR.

With BambooHR integration, recruiters and hiring managers can assess candidates for various skills within a single workflow. Candidate assessment reports can be viewed in BambooHR ATS which empowers the recruitment team to make data-driven hiring decisions.

You can learn more about Interview Mocha in BambooHR's Marketplace.

How do I Enable the Interview Mocha Integration?

Log into your Interview Mocha account. Click on "Settings" and select "Integrations."

Then find BambooHR and click "1-Click Integration."

Click "Configure."

Enter your BambooHR Subdomain.* Then click "Add."

*The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

Click "Authorize."

If you aren't currently logged into BambooHR, a new window will automatically open up to your BambooHR URL. Enter your login credentials. If you are already logged in, it will automatically link your access.

Click "Activate Integration" and your integration will be activated.

What Data Syncs Between Interview Mocha and BambooHR?

This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Interview Mocha.

Contact information can be found here.

What's Next?

Do you need help adding a new employee to BambooHR?

Are you utilizing Employee Self-Onboarding to help your new employees get up and running more efficiently?

Have you set up your templates yet?

Onboarding and Offboarding

How does Qualified Integrate with BambooHR?

Purpose: To help you understand what Qualified is used for and how you can integrate it with BambooHR.

Qualified offers developer-friendly coding skills assessments designed to predict on-the-job performance. While most coding assessments test only algorithmic skills, Qualified uses language-specific testing frameworks that more closely resemble actual programming in your company's code base. Qualified integrates seamlessly with BambooHR to make it easy to connect a coding assessment to any job opening, better surfacing candidates with the real-world skills needed to deliver on the job.

You can learn more about Qualified in BambooHR's Marketplace.

How do I Enable the Qualified Integration?

Log into your Qualified account and follow these steps:

Click on your avatar in the top right corner.

Select "Account Settings."

Click on "Integrations."

Select "BambooHR."

Enter your BambooHR Subdomain* and click "Set Subdomain."

*The subdomain is the first part of your BambooHR URL so if your account URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

If you aren't currently logged into BambooHR, a new window will automatically open up to your BambooHR URL. Enter your login credentials. If you are already logged in, it will automatically link your access.

The setup for the integration will now finalize and you will be all set.

If you need help with assessment configuration in Qualified, click here.

What Data Syncs Between Qualified and BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Qualified.

Contact information can be found here.

What's Next?

Do you need help adding a new employee to BambooHR?

Are you utilizing Employee Self-Onboarding to help your new employees get up and running more efficiently?

Have you set up your templates yet?

reset their password

How does Idaptive Integrate with BambooHR?

Purpose: To help you understand what Idaptive is used for and how you can integrate it with BambooHR.

Idaptive's single sign-on (SSO) enables secure access to BambooHR. Users only need one set of credentials, protected with Adaptive MFA, to access all applications and devices from anywhere. Idaptive secures identities for both internal users (employees, contractors) and external users (partners, customers).

With Idaptive's account provisioning and de-provisioning workflows, you can provision user data from BambooHR to Active Directory. BambooHR becomes the system of record, while Active Directory is the target. You can define customizable schedules to synchronize user data from BambooHR. This tool increases business efficiency and drives operational velocity.

You can learn more about Idaptive in BambooHR's Marketplace.

How do I Enable the Idaptive Integration?

You can find step-by-step information on how to install this integration here.

What Data Syncs Between BambooHR and Idaptive?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Idaptive.

Contact information can be found here.

What's Next?

Do you need help creating your Employee Access Levels ?

Have you enabled your employees with access to log into BambooHR yet?

Do you need help sending employees a link to ?

reset their password

Purpose: To help you understand what AppsCo is used for and how you can integrate it with BambooHR.

AppsCo is a patented Identity and Access Management solution which enables enterprises and SMBs to efficiently and securely manage employees and customer's access to company resources through a centralized platform while maintaining transparency and control.

AppsCo provides secure and seamless access to BambooHR through a Single Sign-On (SSO) SAML integration.

Through a centralized dashboard, AppsCo provides access to all applications in one place and enables the users to have only one set of credentials.

By enforcing the different policies and security measures such as Two Factor Authentication, Device management, IP whitelist, etc. companies have better control over sensitive data flow while AppsCo secures the identities of internal users/employees and contacts. With AppsCo's advanced Provisioning feature, companies can easily provision and de-provision users across multiple systems (such as BambooHR, Azure, Active Directory, etc.). BambooHR is supported as an Identity Provider which enables the users to login to AppsCo by using their BambooHR credentials.

You can learn more about AppsCo in BambooHR's Marketplace.

How do I Enable the AppsCo Integration?

Log into your AppsCo account. Click on your company name and select "Resources." Click the "Add" button and select "SSO Application." Then click "BambooHR SAML."

Add application

Enter the following information:

SAML Issuer: http://appsco.com

Domain registered at SP: This should be your BambooHR Subdomain.*

ACS URL: https://appsco.com

Click "Add."

*The subdomain is the first part of your BambooHR URL so if your account URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

Click "EDIT" on the BambooHR SAML application.

Click to copy the Sign in URL.

Click to download the certificate.

You will paste this information directly in BambooHR.

BambooHR

Log into your BambooHR account. Navigate to Settings and select "Apps." Then find SAML and click "Install."

Paste the SSO Login URL from AppsCo.

Open the certificate you downloaded from AppsCo and paste it in the "x.509 Certificate" box.

Click "Install."

AppsCo

Once the integration is enabled in both systems, go back to AppsCo and share the BambooHR application with your employees. This will allow your employees to access BambooHR without entering any credentials as long as they are currently logged into AppsCo.

How do I Setup BambooHR as an IdP in AppsCo?

Click here to learn how to do this in AppsCo.

What Data Syncs Between BambooHR and AppsCo?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by AppsCo.

Contact information can be found here.

What's Next?

Do you need help creating your Employee Access Levels ?

Have you enabled your employees with access to log into BambooHR yet?

Do you need help sending employees a link to ?

Onboarding and Offboarding

How does Indeed Integrate with BambooHR's Applicant Tracking System?

Purpose: To help you understand what Indeed is used for and how you can integrate it with BambooHR's Applicant Tracking System.

As the world's #1 job site*, with over 250 million unique visitors every month** with sites in over 60 countries, Indeed has become the catalyst for putting the world to work. Indeed is intensely passionate about delivering the right fit for every hire. Indeed helps companies of all sizes hire the best talent and offers the best opportunity for job seekers to get hired.

You can learn more about Indeed in BambooHR's Marketplace.

*comScore, Total Visits

**Google Analytics, Unique Visitors

How do I Enable the Indeed Integration?

The integration is automatically enabled in your BambooHR account within our Applicant Tracking System. When creating your job opening, simply choose to have your job opening post to free job boards like Indeed.

What Data Syncs to BambooHR from Indeed?

This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by BambooHR.

Contact information can be found here.

What's Next?

Do you need help adding a new employee to BambooHR?

Are you utilizing Employee Self-Onboarding to help your new employees get up and running more efficiently?

Have you set up your templates yet?

current integrations

How does Applauz integrate with BambooHR?

Purpose: To help you understand what Applauz is used for and how you can integrate it with BambooHR.

Applauz Recognition is a web-based employee recognition and rewards software designed for small-to-medium-sized businesses. Applauz helps your organization build a culture of recognition to create an engaged and happy workforce. No need for expensive and complicated recognition software. Applauz is always free to use.

You can learn more about Applauz in BambooHR's Marketplace.

How do I Enable the Applauz Integration?

Before you get started, you will need to create an API key in BambooHR. You will use this API key later during set up.

To ensure the integration works properly, the API key should be created by a user who has edit access to all current and future Document folders on the employee profile. This can be an Admin user or a custom access user with this specific access.

Applauz Set Up

Log into your Applauz account. Then, in settings, click on "Install BambooHR Integration."

Enter your BambooHR subdomain* and your API key and then click "Log in".

*This is the first part of your BambooHR login URL. For example, if my BambooHR URL ishttps://helpcontent.bamboohr.com,then my subdomain is "helpcontent" as shown in the image above.

Click "Import Users" to review information about the list of users about to be synced.

Review the list of users that are ready to be synced and click "Sync" to complete the process. You will see a brief confirmation notice that the sync is complete.

What Data Syncs Between BambooHR and Applauz?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Applauz.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Do you want to find out more about our?

current integrations

How does Pingboard Integrate with BambooHR?

Purpose: To help you understand what Pingboard is used for and how you can integrate it with BambooHR.

Pingboard replaces the out-of-date org chart with a real-time, collaborative, and beautiful tool that makes it easy to keep your team in the loop and plan for what's next.

You can learn more about Pingboard in BambooHR's Marketplace.

How do I Enable the Pingboard Integration?

Log into your Pingboard account. Click "Admin" and select "Sync & Import." Then click "BambooHR."

Click "Enable" to enable the integration setup.

Enter your BambooHR subdomain* and click "Connect with BambooHR."

*The subdomain is the first part of your BambooHR account URL. So if your account URL is: https://efficientoffice.bamboohr.com then your subdomain is "efficientoffice."

If you are not currently logged into your BambooHR account, you will be redirected to your BambooHR account to log in. Simply enter your login credentials.

Please note you must be an admin in both BambooHR and Pingboard in order to install this integration.

Click "Connect" to confirm the connection between BambooHR and Pingboard.

The integration between BambooHR and Pingboard is now successfully connected.

You can toggle the additional features of the integration on/off on this page. Be sure to click "Save" if you make any changes.

What Data will Sync Between BambooHR and Pingboard?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Pingboard.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Do you know how to find an employee's manager in BambooHR?

Do you want to find out more about our ?

current integrations

How does Somroli Integrate with BambooHR?

Purpose: To help you understand what Somroli is used for and how you can integrate it with BambooHR.

Choose wireless biometric time clocks to capture employees time accurately, prevent buddy punching, automate timekeeping. Our time clocks work online and offline seamlessly! Employees can clock hours using biometric devices or tablets/PCs and smartphones.

You can learn more about Somroli in BambooHR's Marketplace.

How do I Enable the Somroli Integration?

Navigate to this URL: https://bamboohr.somroli.com/app1/login/loginform. Enter your Company ID* and click "Sign in with BambooHR."

*Note that your Company ID is just the very first part of your BambooHR URL. For example, if you normally log into your account by going to https://helpcontent.bamboohr.com,then your subdomain would simply be "helpcontent."

Enter your BambooHR login credentials.

If you do not already have a Somroli account, this will create one for you with your Company Settings from BambooHR. All Departments, Locations, and Employees will automatically sync over from BambooHR.

If you already have a Somroli account, it will determine if you are an admin or employee user.

If you are an admin user, it will automatically sync the employees from BambooHR and redirects you to the company administrator page in Somroli. (see screenshot above)

If you are an employee user, it will redirect you to the Employees page in Somroli.

What Data is Synced Between BambooHR and Somroli?

This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.

How do I Sync Attendance from Somroli to BambooHR?

You will do this through Settings in your Somroli account. Click here to learn more.

How do I Manually Sync Employees from BambooHR?

You will do this through the Employees section in your Somroli account. Click here to learn more.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Somroli.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Are your employees requesting time off in BambooHR?

Do you want to find out more about our ?

current integrations

Purpose: To help you understand what Officevibe is used for and how you can integrate it with BambooHR

We're an employee engagement solution that helps your managers become better leaders by connecting them more closely to their teams while connecting HR more closely to the whole organization.

Our approach puts a specific focus on team managers since they're the ones that most directly affect an employee's experience at work. Gallup recently did a study that showed that 75% of the reasons employees quit a company come down to their manager.

Officevibe helps you take steps to equip those managers to be better leaders by providing direct weekly insights and feedback into how their teams really feel, issues they're facing, and actionable tips to help them proactively improve in their role.

Then for you as a HR Leader, the platform is also powerful enough to give you all the human-level data you need at an organizational level in real-time. You get to see which initiatives are going well, which aren't, how each team is doing, and where your time and effort will actually have the greatest impact.

You can learn more about Officevibe in BambooHR's Marketplace.

How do I Enable the Officevibe Integration?

To enable this integration, log in to your Officevibe account. Click on the "Admin" tab and select "Integrations." Then click "Configure" next to BambooHR.

Enter your BambooHR subdomain* and click "Log in to BambooHR."

*The subdomain is the first part of your BambooHR URL so if your account URL is https://helpcontent.bamboohr.comthen your subdomain would be "helpcontent."

Enter your login credentials for BambooHR. Once you log in, the integration will be activated and you will be taken back to Officevibe to complete the integration set up.

Select whether you'd like to create users* and then invite them later on or you can choose to create and invite your users once the sync is turned on. Then click "Save & Activate." Once you save, the sync will be turned on and it will run daily.

*All of your users in BambooHR who have an active status will be added to Officevibe.

If you prefer to run the sync immediately when you turn the integration on, you can do so by clicking on the integration settings and then selecting "Start Synchronization."

What Data Syncs to Officevibe from BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Officevibe.

Contact information can be found here.

What's Next?

Have you heard about BambooHR's Employee Satisfaction feature?

Do you want to find out more about our ?

send an offer letter

How does RetroTax Integrate with BambooHR?

Purpose: To help you understand what RetroTax is used for and how you can integrate it with BambooHR.

RetroTax is a full-service tax credit administration platform that allows your company to generate federal and state tax credits based on the employees you hire, locations you open, and growth you experience. We help organizations turn HR into a profit center. Our integrated offering reduces the amount of time and administrative burden spent managing these programs, and all work is on a contingent fee, which means no risk, all reward.

You can learn more about RetroTax in BambooHR's Marketplace.

How do I Enable the RetroTax Integration?

This integration can be installed but requires additional configuration by the RetroTax team.

Click here to start setting up your BambooHR account to integrate with RetroTax. Enter your email address and subdomain* and then click "Connect" to start the integration process.

*The subdomain is the first part of your BambooHR URL so if your account URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

Once you have clicked "Connect", you will see a confirmation screen confirming that RetroTax is working on setting up the integration and they will notify you when it is ready.

What Data Syncs from BambooHR to RetroTax?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by RetroTax.

Contact information can be found here.

What's Next?

Do you want to find out more about our current integrations ?

Do you need to learn how to create a job opening ?

Would you like to learn how to?

Onboarding and Offboarding

How does Jobma Integrate with BambooHR?

Purpose: To help you understand what Jobma is used for and how you can integrate it with BambooHR.

Jobma's cloud-based video interviewing solution increases your team's productivity, flexibility and creates a great candidate experience which will bring your hiring team and talent closer together by breaking down the barriers of time and location. Using Jobma, you can setup pre-recorded & live video interviews. Our video interviewing increases your recruiter productivity and improves your candidate experience. Jobma is available in 14 languages and our pricing starts at $1 per video interview.

You can learn more about Jobma in BambooHR's Marketplace.

How do I Enable the Jobma Integration?

Log into your Jobma account. Click on "Integrations" and select "Integrations." Then click on "BambooHR."

Step 1: Link your BambooHR and Jobma accounts

Enter your BambooHR Subdomain* and click "Submit."

*The subdomain is the first part of your BambooHR URL so if your account URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

If you aren't currently logged into BambooHR, a new window will automatically open up to your BambooHR URL. Enter your login credentials. If you are already logged in, it will automatically link your access.

Step 2: Set up custom interview statuses

The next step is to add custom candidate statuses in BambooHR (see below). To do this, log into BambooHR. Navigate to "Hiring" in Settings and click "Candidate Statuses." Add the following three statuses:

Jobma Interview Initiate

Jobma Interview Pending

Jobma Interview Completed

Once you've added these three new candidate statuses, click "Refresh."

Once you've refreshed the sync, you will see a success message letting you know that the statuses have been updated successfully.

Step 3: Set up User Notifications

Enter the email address(es) of who you would like to be notified when a video interview is completed and imported into BambooHR.

How do I Initiate a Jobma Video Interview in BambooHR?

Navigate to the candidate's profile in BambooHR and change his or her status to "Jobma Interview Initiate."

What Data Syncs to Jobma from BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Jobma.

Contact information can be found here.

What's Next?

Do you need help adding a new employee to BambooHR?

Are you utilizing Employee Self-Onboarding to help your new employees get up and running more efficiently?

Have you set up your templates yet?

Onboarding and Offboarding

How does Greenhouse Onboarding Integrate with BambooHR?

Purpose: To help you understand what Greenhouse Onboarding is used for and how you can integrate it with BambooHR.

Greenhouse Onboarding helps our customers carry a new hires excitement from the interview process through to their first day at work. We help companies make new hires feel welcome, foster collaboration between team members, automate administrative tasks, and create a consistent onboarding program.

You can learn more about Greenhouse Onboarding in BambooHR's Marketplace.

How do I Enable the Greenhouse Onboarding Integration?

Log into your Greenhouse Onboarding account. Navigate to Settings. Click "Data Flow" and select "Integrations."

Find BambooHR and click "Enable."

Enter your BambooHR Subdomain* and click "Connect to BambooHR."

If you aren't currently logged into BambooHR, a new window will automatically open up to your BambooHR URL. Enter your login credentials. If you are already logged in, it will automatically link your access.

The integration will officially be connected.

If you need help exporting an employee profile from Greenhouse Onboarding to BambooHR, click here.

What Data Syncs Between Greenhouse Onboarding and BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Greenhouse Onboarding.

Contact information can be found here.

What's Next?

Do you need help adding a new employee to BambooHR?

Are you utilizing Employee Self-Onboarding to help your new employees get up and running more efficiently?

Have you set up your templates yet?

partners

Purpose: To help you understand what Truework is used for and how you can integrate it with BambooHR.

Truework is an HR & Payroll Platform that automatically responds to lenders, background screening companies, and others who need to verify employment or income (VOE & VOI). You can remove unnecessary paperwork, stay compliant, and provide an easy-to-use employee self-service portal to your workforce. Seamlessly configure all of your document templates ahead of time, and grant employees instant access from any device, anywhere in the world. Whether its proof of employment for a landlord or an immigration letter for visa or overseas travel, you can create any template on the platform. Admins have access to an all-in-one dashboard that ensures compliance with the latest international, Federal, and State privacy laws.

You can learn more about Truework in BambooHR's Marketplace.

How do I Enable the Truework Integration?

BambooHR Marketplace

Go to Truework page in the BambooHR Marketplace and click "Join Now." You will then be directed to enter the *subdomain of your BambooHR account and click "Connect"

*The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."

Enter your BambooHR credentials.

If you haven't already done so, create your Truework account. Once completed, Truework will contact you to complete the signup process. Once completed, you will be able to configure templates and your employees can log in and start using the service.

Employee Login Verification

Once logged in, employees can create letters at truework.com/letter." Truework will verify the employer name and their email address and once logged in, the employee will be able to use company created templates to start sending employment verification to third parties.

What Data Syncs to Truework from BambooHR?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Truework.

Contact information can be found here.

What's Next?

Would you like to get more information on BambooHR's integrated ?

access options

How do I Add Hours to my Timesheet?

Purpose: Adding your work hours to BambooHR can be done on Bamboo Home or on the Timesheet tab on the employee's profile. This guide will show you how to add hours on the Timesheet tab. If you want to see how to add hours on Bamboo Home, click here.

Single Daily Entry

To enter hours worked, navigate to the "Timesheet" tab on your employee profile. Click in the box next to the day and enter the number of hours worked. Then click "Save Changes." Once you add your time, you will see a note icon. If a note is added, a green note icon will appear next to the entry on the timesheet.

Hours will always be displayed as 00h 00m but they can be added or edited in the following formats:

6

6:30

06:30

6.5

06.50

.5

If a decimal is entered, the hours will be rounded to the nearest minute. Hours can be edited until they have been approved. Once they have been approved, only Full Admin users will be able to make any edits.

Multiple Daily Entries (Without Time Clock)

Multiple Daily Entries without the time clock allows you to manually enter your hours worked multiple times a day.

Simply click "Add Time Entry" on the appropriate day. You will then see a pop-up box where you can enter the time segment. Next to the time segment, you can click the note icon to add a note associated with the time entered. You can add each time segment individually throughout the day or you can enter all time segments in at the end of the day.

All time entries will be collapsed on previous days and only show the first clock in and the last clock out. Click on the day to show you all entries for that day.

If you have edit access to your timesheet, you will be able to hover over the time entry and click the pencil icon to make changes to the times you were clocked in and out. The pencil icon will not appear if you are currently clocked in. Additionally, you will be able to add time segments to previous days as long as the timesheet for the corresponding pay period has not been approved yet. If the timesheet has been approved, only a Full Admin user has access to edit hours worked.

Multiple Daily Entries (Time Clock)

If the time clock is enabled in your account, you will see an option to "Clock In" on the Timesheet tab on your employee profile. Simply click "Clock In" when you are ready to start working. Once you are clocked in, hover over the clock to add a note with your time.

When you take a break, click "Clock Out" and the time will be recorded. A history of all time tracked will show on the current day in your timesheet. You will see a note icon next to the time entry if a note was added. Additionally, you will see an option to manually "+Add Time Entry." This option will only show if you are not currently clocked in.

Please note you will not be able to clock in if you have a future manual entry. For example, if I enter time manually for this afternoon but I want to use the time clock this morning,then I need to wait to enter my time manually for this afternoon until after I have clocked out this morning. This prevents manual time entries from overlapping with the time clock.

If you have edit access* to your timesheet, you will be able to hover over the time entry and click the pencil icon to make changes to the times you were clocked in and out. Once hours are approved, you will no longer be able to make changes.

If time covers two work days, time will automatically be recorded at midnight the employee's time. A clock out at 12:00 AM will be recorded and a clock in at 12:00 AM will be recorded.

*If you want to restrict your employees to only use the clock in and clock out feature instead of edit or add entries manually, you will need to give employees view-only access to timesheets.

There is no limit on the number of time entries per day.

What Happens if an Employee Forgot to Clock Out?

If an employee forgets to clock out, they will be notified the next time they log in to clock out. This notification will show if the employee's clock-in time was the previous calendar day or earlier AND the clock-in time was over 14 hours ago. The employee's options for clocking out will depend on the access they have to their timesheet.

View Only Access to Timesheet

If an employee only has view access to their timesheet, they will see an option to "Clock Out" in the My Info widget on Home. Or, they can navigate to the Timesheet tab to clock out. (see below)

Once the employee clicks "Clock Out," they will see the message above letting them know they should reach out to their manager in order to correct their timesheet. Once they click "Clock Out," it will record the total amounts of hours since they last clocked in and they will have an option to clock in again. They will need to reach out to their manager, or a user with edit access to timesheets, in order to have the hours modified.

View and Edit Access to Timesheet

If an employee has view and edit access to their timesheet, they will see an option to "Verify Time & Clock Out" in the My Info widget on Home. Or, they can navigate to the Timesheet tab to clock out. (see below)

Once the employee clicks to verify their time, they will see the message above. This allows them to enter the correct clock out time. Once the time is updated and they click "Clock Out," the hours worked will be correctly modified and they will have the option to clock in again.

What's Next?

Do you want to see how to approve hours for employees?

Have you looked at the Payroll Hours report? You can approve hours for all employees at once!

Want to see the for employees for Time Tracking?

notifications

How do I Create a New Goal?

Purpose: To teach you how employees can use Goals within Performance Management and how to add individual goals.

Would you Like to Watch a Video About Goals in BambooHR?

Add a Goal

On the Performance tab, click "+ Add a Goal" just beneath the Goals tab.

New Goal

Name your goal.

Add a short description.

Select due date.

Share your goal (See below)

Goal Alignment (See below)

Note: Once a goal is created, simply hover over the goal and click the pencil icon to edit any details. If you need to delete a goal, simply click the trash can icon.

Share Goals

Oftentimes, goals are a shared effort. Therefore, the ability to share your goals and collaborate with co-workers allows you to unify efforts and complete goals faster and better.

Click the share button to share your goal with other team members who also have access to goals. A goal can only be shared with a specific employee*, not a group of employees. Once a goal is shared with someone, he or she will receive an email notification (see below) letting them know the goal has been shared with them. The goal then becomes one of their own goals and will show up on their Goals tab under Performance and in the Goals widget on Home.

*If you have access to the company directory, you will be able to share a goal with any employee who also has access to goals. If you do not have access to the company directory, but you do have access to other employees through an access level, then you will be able to share a goal with any employee you have access to who also has access to goals. If you have neither access via the company directory nor an access level, you will not have the option to share a goal.

Once a goal is shared with an employee, he or she will receive all email notifications regarding the goal.

Shared Goal

If a goal is shared, you will be able to see who it is shared with next to the title. Simply hover over the images for the employees' name.

Please note the shared goal will show for each employee it is shared with on the Goals Status report.

Notice the goal is now shared with Jennifer and shows on her Goals tab. When a goal is shared, the new employee on the goal will have equal access to the employee who created the goal. This includes the following:

View the goal on their own Goals tab.

Edit the goal (Title, description, percent complete, due date, and complete goal).

Share the goal or remove others from the goal.

Delete the goal.

NOTE: There is no concept of a "goal owner," which means anyone a goal is shared with has equal rights to the goal.

Align Goals

Goal alignment encourages managers and employees to align their goals with organizational objectives. If your team has a unified purpose, you are able to accomplish better results faster.

When a manager is creating or editing a goal for one of their employees, they will see the option for "Goal Alignment." Clicking on goal alignment will show all of the manager's goals and allow them to pick which of their goals the employee's goal aligns with. Each goal can only align with one other goal.

By design, only the direct manager or a custom access user with edit access to the employee's goals will be able to align a goal. The employee is not able to see goal alignment on his or her own goals until the goal has been aligned by someone with goal alignment access. The aligned goal will show right below the name of the employee's goal.

Additionally, the aligned goal will be attached to the employee's goal in the Goals status report.

NOTE: Only those with edit access to goals can see this option to align, but the alignment itself (i.e. showing which goal a particular goal aligns with) will show up for anyone with view rights to the goal. Also, you can only align an employee's goal with your own goal.

What's Next?

Did you know that you can track your goal progress ?

Would you like to see what are sent with Goals?

reset their password

How does Google Mail Integrate with BambooHR?

Purpose: To help you understand how you can integrate Google Mail with BambooHR.

Enabling Google Single Sign-On makes it easy for employees to access their BambooHR account using their existing Google account login.

You can learn more about Google Mail in BambooHR's Marketplace.

How do I Install Single Sign-On with Google in BambooHR?

Once in BambooHR, navigate to Settings and select "Apps." Find Google and click "Install."

Once installed, all users in your account will immediately be able to log into BambooHR by virtue of their Google authentication.

How do I Log in with Google?

To log in with Google, you will need to be logged into your Google mail account. Then navigate to your BambooHR URL and click "Log in with Google."

Please note that Google Single Sign-On does extend to BambooHR's mobile app so users will be able to log into the app using single sign-on through Google.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by BambooHR.

Contact information can be found here.

What's Next?

Do you need help creating your Employee Access Levels ?

Have you enabled access for your employees yet so that they can log in?

Do you need help sending employees a link to ?

Time Off history

What is the Difference Between Earned/Used and Requests in the Time Off History?

Purpose: Your time off history is divided into two sections: Earned/Used and Requests. This guide will help you understand how to effectively view time off history and understand the difference between accruals given and requests submitted.

Navigate

Navigate to the Time Off tab under the Employee Profile.

Upcoming Time Off: This will show all upcoming time off requests, regardless of if it has been approved or not, as well as any company holidays in the next 60 days.

History:Select the time off type and year you'd like to see the history for. By default, the "Earned/Used" view for the current year will be displayed. You can change this by clicking on the year drop-down menu. If you would like to view your request history, click on the "Requests" link.

Earned/Used

The Earned/Used table displays the detailed history for hours/days accrued and used up to the current point in time.

Approved Requests: On the first day of the request period, BambooHR will deduct the full request amount from the current balance and place it in the Earned/Used table.

Accruals: Automatic accruals stemming from the policy assigned to the employee.

Adjustments

Requests

When you click on "Requests", you will find the associated date, comment, status and amount requested for that specific type.There are five available status options for a request:

Canceled: An employee may cancel a request while it is still pending, or after it has been approved as long as it has not yet occurred.*

Requested: A request that is still pending or waiting for approval.

Approved**: A request that has been approved. Notice that the "approved" message is an active link. This allows the employee or an administrator to edit or cancel the request using this link. The employee can only edit a request if it is in the future. Once the request is in the past, the administrator is the only one who can edit the request. If an employee edits an approved request, it will resubmit the request for approval.

Denied: A request that has been declined. Denied requests cannot be edited.

Superseded: A request that was originally made by the employee but is then changed by the employee or higher level user. Once the request is changed, the previous request will show as superseded and the new changes will add a new request with a "requested" status. Superseded requests do not deduct from the employee's balance, but give a full history of the requests.

*For a request that spans over multiple days, it will be marked as having "occurred" if the first day of the period has begun.

**Only requests with an "Approved" status will be deducted from the employee's balance.

What's Next?

Do you need to know how to record time off on behalf of another employee?

Would you like to send a quick video to your employees to show them how to request time off ?

Do you need to view the for multiple years?

current integrations

How does Blue Marble Global Payroll Integrate with BambooHR?

Purpose: To help you understand what Blue Marble Global Payroll is used for and how you can integrate it with BambooHR.

Blue Marble Payroll's platform, WebGlobe is a unified system with aggregated reporting. Our solution allows you to:

Process your global payroll

Access all employee and payroll data

Run aggregated employee and payroll reports

Organize your multinational payroll with our calendar wizard

You can learn more about Blue Marble Global Payroll in BambooHR's Marketplace.

How do I Enable the Blue Marble Global Payroll Integration?

BambooHR integrates seamlessly through our API with Blue Marble Global Payroll, sending information directly into their system. This allows you to keep your employee data as the master record within BambooHR, but track time and attendance and do payroll through Blue Marble Global Payroll. Please reach out to Blue Marble Global Payroll's support team to enable the integration.

What Data Syncs Between BambooHR and Blue Marble Global Payroll?

This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.

How do I Import Users to Blue Marble Global Payroll?

Once the integration is enabled, you will be able to import your users from BambooHR into Blue Marble Global Payroll. To do this, log in to Blue Marble Global Payroll. If you are a global user, you will need to navigate to the local company you are currently managing by clicking the company name in the Company List. If you are a local user, simply click on the Employee List.

Next, you will need to sync the employee data from BambooHR to WebGlobe. This can be done by clicking the "Integrations" link in the upper-right hand corner of the screen.

Once on the Company Integration screen, click the Import button to the right of "Bamboo HR Employee Sync" to invoke the import. You will then be able to import all of your employees and the corresponding syncing fields into Blue Marble Global Payroll.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Blue Marble Global Payroll.

Contact information can be found here.

What's Next?

Do you need help making changes to table data on the employee profile?

Do you need help updating data for multiple employees at one time?

Do you want to find out more about our ?

current integrations

How does 15Five Integrate with BambooHR?

Purpose: To help you understand what 15Five is used for and how you can integrate it with BambooHR.

15Five is the #1 performance management software out of 150 vendors on G2Crowd. Its lightweight performance management software helps managers check-in with employees every week via a short survey and automated 1-on-1 meeting agendas. Managers who use 15Five also can easily set up and track quarterly objectives (OKRs) for their teams and individual employees, give recognition with High Fives and help employees grow with quarterly or semi-annual 360 Best-Self Reviews.

You can learn more about 15Five in BambooHR's Marketplace.

How do I Enable the 15Five Integration?

Log in to your 15Five account. Click on your profile picture and select "Company Settings."

Select "Integrations" on the left side and then click "Setup integration."

Enter your BambooHR subdomain* and click "Authenticate."

*The subdomain is the first part of your BambooHR URL. So if my URL is https://helpcontent.bamboohr.com,then my subdomain would be helpcontent.

If you are not currently logged in to BambooHR, you will be taken to your BambooHR URL and prompted to log in.

The integration between BambooHR and 15Five will now be enabled. To finalize the integration, you will need to determine the following settings:

Sync Employee Data:Determine whether you'd like to have automatic sync or manual sync between the two systems.

Sync vacations:Select if you'd like to sync approved time off requests in BambooHR to 15Five.

Email invitation:Check this box if you'd like to send an email to your imported employees to welcome them to 15Five after the initial sync. If you'd like an email sent, you can customize the email in the text box.

Be sure to click "Save."

What Data Syncs Between BambooHR and 15Five?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by 15Five.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Have you tried out BambooHR's E-Signature feature?

Do you want to find out more about our ?

current integrations

How does 7Geese Integrate with BambooHR?

Purpose: To help you understand what 7Geese is used for and how you can integrate it with BambooHR.

7Geese is a performance management software that empowers employees to better achieve goals, get recognized, receive continuous feedback and conduct performance reviews in an engaging social environment using OKRs. We help organizations focus on engaging people, improving goals visibility, and enhancing company culture to achieve long-term sustainable growth. 7Geese is for organizations that are moving away from traditional command-and-control management to partnering with their people to unleash the human spirit at work.

You can learn more about 7Geese in BambooHR's marketplace.

How do I Enable the 7Geese Integration?

Log in to your 7Geese account. Navigate to "Organization Settings" and select "Integrations." Click "Configure" next to BambooHR.

Enter your BambooHR subdomain* and click "Generate API Key via BambooHR OpenID Connect." You will automatically be sent to your BambooHR login page (see below).

*The subdomain is the first part of your BambooHR URL. So if my URL is https://helpcontent.bamboohr.com, then my subdomain would be helpcontent.

Enter your BambooHR login credentials.

Once you log in to BambooHR, the integration will automatically pull an API key from your BambooHR account in order to integrate the two accounts.

Select which fields you want to sync from BambooHR into 7Geese. First name, Last name and Email address are required. If you do not want data to be overwritten in 7Geese, then you can change the corresponding "Always use HRIS value" drop down to "Don't overwrite existing 7Geese data."

Once you select the syncing fields, click "Verify Settings."

Confirm the details of the integration. Then click "Enable this integration."

The integration is now enabled and the sync will occur. Once the initial sync is complete, the integration will sync hourly.

What Data Syncs Between BambooHR and 7Geese?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by 7Geese.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Have you tried out BambooHR's E-Signature feature?

Do you want to find out more about our ?

current integrations

Purpose: To help you understand what Engagedly is used for and how you can integrate it with BambooHR.

Visionary organizations with 100 to 10,000 employees use our research-driven talent management platform for Performance Management, 360 peer reviews, Real-time feedback, social praise, Goal management and cascading. Developmental and feedback based approach also includes modules for collaboration, LMS, survey, and rewards. Based on best practices, our engaging approach to performance management is proven to improve employee engagement.

You can learn more about Engagedly in BambooHR's Marketplace.

How do I Enable the Engagedly Integration?

In order to enable this integration, please contact Engagedly's support team to make this option available in your account.

Engagedly Settings

Log in to your Engagedly account. Click on "Settings" and select "Integrations."

Select the "BambooHR" integration.

Login Credentials

Enter your BambooHR subdomain.*

*The Subdomain is the first part of your BambooHR URL, so if your URL is: https://helpcontent.bamboohr.com then your company name would be "helpcontent."

This will automatically take you to your BambooHR login URL where you will enter your login credentials.

If you are already logged in to BambooHR, it will skip this step.

API Key

An API key will automatically be pulled from your BambooHR account and the integration will be enabled.

What Data Syncs Between BambooHR and Engagedly?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Engagedly.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Take a look at BambooHR's Performance Management feature.

Do you want to find out more about our ?

current integrations

Purpose: To help you understand what PerfomYard is used for and how you can integrate it with BambooHR.

PerformYard is the #1 performance management solution for midsize organizations. We offer flexible features for HR and a simple employee experience. That means you can automate your existing process or the one you're dreaming of, without compromise. Your managers and employees will thank you.

You can learn more about PerformYard in BambooHR's Marketplace.

How do I Enable the PerformYard Integration?

If you don't see an option to enable the BambooHR integration in PerformYard, please contact your PerformYard Customer Success Manager.

PerformYard

Log in to your PerformYard account. Navigate to "Administration." Then click on "HRIS Integrations" on the left side of the screen.

Enter your BambooHR subdomain* and click "Connect."

*The subdomain is the first part of your BambooHR URL, so if your URL is: https://efficientoffice.bamboohr.com then your company name would be "efficientoffice."

Log in to BambooHR

This will automatically take you to your BambooHR login URL where you will enter your login credentials.

If you are already logged in to BambooHR, it will skip this step.

Connect Fields

Check the box next to each of the fields you'd like to sync over from BambooHR.

Import Employees

Now you will need to go through and review the employees who are being imported into your PerformYard account. If you want to remove an employee from the import, simply click the x.

PerformYard will automatically match employees with identical email addresses. The employee will show up in the "Selected" column but can easily be removed if needed.

Integration Enabled

Once you've added all of your employees to PerformYard, going forward, all new employees will show in the list when you click to view your HRIS integration with BambooHR.

What Data Syncs Between BambooHR and PerformYard?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by PerformYard.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Take a look at BambooHR's Performance Management feature.

Do you want to find out more about our ?

Company Directory?

How do I Add my Dependents?

Purpose: During benefit open enrollment, your employer will need to also identify your dependents. Take action now and be a step ahead by entering your personal dependents on your BambooHR profile. This video will show you how to add or update your dependents at any time.

Do you prefer hands-on learning? Our interactive guides will walk you through different aspects of your Bamboo experience and we even have an interactive guide specifically designed to show you how to add your Dependents. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain and you can get started!

https://REPLACEME.bamboohr.com/home?pendo=REk5-t0DBs8ch7x4ZFZhutAqD_Y

To add a dependent, navigate to the "My Info" tab and click on "Benefits." Scroll down to the Dependents table and click "Add Dependent."

Enter the new dependent's information in the pop-up window. Then click "Save."

Hover over the dependent's name in the table and click the pencil icon to edit his or her information. Or, click the trash can icon to remove the dependent.

Depending on how your administrator has configured your account, updates and changes to Dependents information may require approval before it is displayed on your profile.

What's Next?

Do you need help adding your Emergency Contact Information ?

Have you downloaded our Mobile App yet?

Do you need help finding the

dependents

Where can I Upload and View my Documents?

Purpose: This guide will show you how to upload documents to your employee profile.

Upload Documents

If you have been given access, you will be able to upload your own documents to the Documents tab on your employee profile. To do this, navigate to "My Info" and click on the "Documents" tab. Select "Upload" and browse for the applicable document or simply drag and drop the document in the pop-up box. Once you have uploaded a document, it will automatically appear in the "Employee Uploads" folder* and can only be moved to another folder by an administrator.

*Please note the "Employee Uploads" folder will not show up until you've uploaded your first file. Additionally, any files you've attached to an Onboarding or Offboarding task will automatically be uploaded to this folder.

View my Documents

The Documents tab includes any personal documents that have been shared* specifically with you. Click on a folder to see all documents within the folder. Click on the document title to preview the document. The preview pop-up will give you three options: Download, Print or Email the document.

*When you upload a personal document, it will automatically be shared with you.

View Company Files

To view any company files that have been shared with you, navigate to Files. You will only be able to see company files that have been shared specifically with you. Simply click on the file name to preview the file. The preview pop-up will give you three options: Download, Print or Email the file.

What's Next?

Have you downloaded our Mobile App yet?

Do you know where to find the Company Directory ?

Need to update your emergency contacts ?

Have you added your yet?

request time off

How do I set my Timezone and Language?

Purpose: To teach you how to set your timezone and language in your account.

To set your timezone or language, click on the photo avatar in the top right corner and follow the steps as shown below. By default, your timezone will automatically be set to the timezone set for the account until your Location has been added to the Job Information table on your employee profile. Please note that you will only have the option to update your timezone if you are working in a remote location as set by your administrator.

Simply click "Account Settings", set the timezone and language, and click "Save Settings."

Timezone and BambooHR Time Tracking

If you are using BambooHR Time Tracking, setting the timezone is important so we know when an employee's pay period starts and ends. By default, an employee's timezone is the company's timezone. However, once an employee is assigned to a Location then they will be recognized as being in that location's timezone. If an employee doesn't have a location or is part of a remote location, the employee will need to edit their timezone as seen above.

What's Next?

Do you need to update your profile photo ?

Would you like to add emergency contacts or dependent information?

Do you know how to in the mobile app?

Training

The links below will allow your employees to go through a real-time, interactive guide teaching them how to engage with and utilize each option.

Our interactive guides will walk your employees through different aspects of their BambooHR experience. To get started, select the link you would like from the list below, and then modify it to include your subdomain information. Your subdomain is the very first part of your login URL. For example, if your login URL was companyabc.bamboohr.com, your subdomain that you will use for the "REPLACEME" section of each link below would be, "companyabc."

Once you have modified the desired link(s), send it on to your employees along with the following steps and you're all set:

Log in to your BambooHR account.

Click on the link that was sent (and/or copy/paste the link into your browser).

Getting Started in BambooHR

Employee Access: What is BambooHR?

https://REPLACEME.bamboohr.com/home?pendo=PKQRhqFdf0uYIA0TCN6Xq4JYMLk

Employee Access: How do I Update my Emergency Contacts?

https://REPLACEME.bamboohr.com/home?pendo=1IeHPHDRTV4omEnrnBSgVGAFP8k

Employee Access: How do I View the Company Directory?

https://REPLACEME.bamboohr.com/home?pendo=1uC8KL3l57NaaZPnkRghlUaG7Ls

Bamboo Payroll

Employee Access: How do I View my Pay Information? (Bamboo Payroll clients only)

https://REPLACEME.bamboohr.com/home?pendo=Aeld7GCla27j0a7_2J8jZ3PqoOc

Benefits

Employee Access: How do I View my Benefit Information?

https://REPLACEME.bamboohr.com/home?pendo=2vRndX8j-JmBRDI0YfpqavwODmc

Employee Access: How do I Add my Dependents?

https://REPLACEME.bamboohr.com/home?pendo=REk5-t0DBs8ch7x4ZFZhutAqD_Y

e-Signatures

Employee Access: How can I Find My Signed Documents?

https://REPLACEME.bamboohr.com/home?pendo=7i7WmYnGVUsF2K--gp4VEwPXXgI

Performance Management

Employee Access: How do I View My Goals?

https://REPLACEME.bamboohr.com/home?pendo=sNOv9ewoZcM0XaYlzgsHo37tuks

Time Off

Employee Access: How do I Request Time Off?

https://REPLACEME.bamboohr.com/home?pendo=BBdYOlMgIS2JivV2Q3Fk8gugffo

Employee Access: How do I View my Assigned or Completed Trainings?

https://REPLACEME.bamboohr.com/home?pendo=XFyGJAsJiFKfp-2kLPD8js2BB2M

set up an iCal Feed

How does the Calendar Function in the Mobile App?

Purpose: Learn how to quickly see who is out of the office as well as any upcoming holidays by utilizing the calendar in the mobile app.

Overview

Your employees will only see Calendar information if their access allows them to see the Who's Out Widget in your BambooHR main account. You can find instructions on how to adjust the employee access to this by clicking here.

iPhone

TheCalendarin the Mobile App allows you to see who will be out of the office. Specifically, you will find the following :

Dots: Indicate dates when employees will be out of the office or a Company Holiday.

Daily Details: Who's Out detail for the specific date selected.

Who's Out?: An out of office overview for the month selected.

Android

TheCalendarin the Mobile App allows you to see who will be out of the office. Specifically, you will find the following :

Dots: Indicate dates when employees will be out of the office or a Company Holiday.

Daily Details: Who's Out detail for thespecific date selected.

Who's Out?: An out of office overview for the month selected.

What's Next?

Do you need to learn how to download the Mobile App ?

Would you like more information on how to ?

Company Directory

How do I Download and Configure the Mobile App?

Purpose: To learn how to download and configure the BambooHR Mobile App for the iPhone and Android Platforms.

Would you Like to Watch a Video About this Topic?

iPhone

Search and Install the App

Search for BambooHR in the App Store.Once you locate the BambooHR app in the search results, touch the "download" option. Once the app is installed, click "Open."

Have you downloaded BambooHR Hiring yet to help you stay on top of your jobs and candidates? Check it out!

Enter BambooHR Login Information

You will then be prompted to enter the information for your BambooHR account:

Enter your company's subdomain. The subdomain is the first part of your BambooHR Login URL. For example, if I normally go to https://efficientoffice.bamboohr.com when logging into BambooHR, I would only enter efficientoffice into this field.

Enter the full email address that you use when logging in to BambooHR.

Enter your BambooHR password.

Tap the "Log In" button.

Notifications

Upon login, you will be prompted to opt in or out of time off request notifications.

Additional Settings

Within Settings, you can select various options to easily log into the Mobile App.

Use Touch ID to Log In: Touch ID allows you to use your previously authenticated fingerprint. If you do not have Touch ID or Face ID, you will see an option to create a pin for login.

Rate BambooHR: Do you like the BambooHR App? Please tell us what you love about it!

Send Feedback: Do you think something could be better in the app? We love to hear your feedback!

Log Out of the app.

BambooHR Hiring: Want to make your recruiting life easier? Check out the BambooHR Hiring App.

Email BambooHR Support: Need Help? Send us an email!

Android

Search

Search for BambooHR in the Google Play App Store. Once you locate the app in the search results, tap on the BambooHR icon.

Install

Tap on the "Install" button and the mobile app will download to your mobile device. After the mobile app is installed, you can open the app by tapping on the "Open" option or by touching the BambooHR App icon found on your Android device.

Enter BambooHR Login Information

You will then be prompted to enter the information for your BambooHR account:

Enter your company's subdomain. The subdomain is the first part of your BambooHR Login URL. For example, if I normally go to https://efficientoffice.bamboohr.com when logging into BambooHR, I would enter only efficientoffice into this field. Click "Continue."

Enter the full email address that you use when logging into BambooHR.

Enter your BambooHR password.

Tap the LOG IN button.

Google Single Sign-On

If your company is using google single sign-on, you will be able to log in with Google.

Fingerprint ID

If you choose, you can use your fingerprint ID* to log in to the Mobile App. You will first need to go to "Settings" under the main menu and turn on the "Fingerprint to Log In" option. Your fingerprint can then be used to quickly access your BambooHR information in the future when re-opening the app on your mobile device.

Additionally, within Settings you will find the following options:

Rate BambooHR: Do you like the BambooHR App? Please tell us what you love about it!

Send Feedback: Do you think something could be better in the app? We love to hear your feedback!

Log Out of the app.

*Note: Using your fingerprint ID to log in is an optional step. If you choose not to use this feature, you will need to log in using your email address and password.

What's Next?

Did you know that you can request Time Off from the Mobile App?

Would you like to see the from your Mobile App?

this video

How does the Home Screen Function in the Mobile App?

Purpose: This help guide will give you a general overview of BambooHR's Mobile App Home Screen.

iPhone

From Home, you can easily navigate to the following areas:

Inbox: Shows any pending time off requests that you need to take action on.

Balances:See your current time off balances. Simply swipe left to right in this section to view additional Time Off current balances (if applicable). If you tap on one of your time off balances, you will be taken to your Time Off tab under "My Info."

Request Time Off: Allows you to submit time off requests while on the go.

Inbox Requests:Easily scroll through the time off requests that need your action.

Who's Out:See a quick look of who is out today on your team.

My Info:View your basic personal information, including contact details, address, time off details, timesheet, and emergency contacts. If you have access to edit your own personal information on the My Info tab, you will be able to click on the fields and update information here.

Employees:View the Company Directory and contact any employee directly.

Calendar:View the company calendar, including which employees will be out as well as any Company Holidays.

Settings:Manage certain settings for your personal login.

What if I am Using BambooHR Time Tracking?

If you are using BambooHR Time Tracking, you will see an option to clock in or manually add hours to your timesheet right on Home.

Android

From Home, you can easily navigate to the following areas:

Menu: Provides a list of mobile app options for selection.

Home:When you first log in, you will automatically see the Home page.

My Info:View your basic personal information, including contact details, address, time off details, timesheet, and emergency contacts. If you have access to edit your own personal information on the My Info tab, you will be able to click on the fields and update information here.

Employees:View the Company Directory and contact any employee directly.

Calendar:View the company calendar, including which employees will be out as well as any Company Holidays.

Settings:Manage certain settings for your personal login.

Inbox:View a list of all outstanding time off requests.

Balances: Displays the current balance for each Time Off type.Simply swipe left to right in this section to view additional Time Off current balances (if applicable). If you tap on one of your time off balances, you will be taken to your Time Off tab under "My Info."

Request Time Off: Allows you to submit time off requests while on the go.

Inbox Requests: Easily scroll through the time off requests that need your action.

Who's Out:See a quick look of who is out today on your team. Swipe left to right in this section to view additional days within the next week.

What if I am Using BambooHR Time Tracking?

If you are using BambooHR Time Tracking, you will see an option to clock in or manually add hours to your timesheet right on Home.

What's Next?

Would you like more information on how to turn on and configure your Company Directory ?

Do you know how to enable iCal Feeds ?

Check out which contains some helpful tips on the Mobile App.

upload your photo

What Features are Available in the Company Directory in the Mobile App?

Purpose: Learn how you can quickly access contact information for your colleagues by using the Company Directory in the iPhone or Android Mobile App.

iPhone

General View

You can navigate to the directory by tapping on "Employees" at the bottom of the screen.The general view of the Directory will show the name, job title, and photo for each employee. When you select a specific employee from the screen, you will be able to see additional contact information for them. (See below)

The Company Directory will be available in the Mobile App only if the option is turned on in your BambooHR account. For more information on how to turn on and configure your Company Directory, click here.

Notice if the employee is currently out of the office, they will show grayed out in the directory and the date range will be displayed.

Search

To quickly navigate to a specific employee, you will want to use the Search feature in the Directory. Start typing part of the employee's name and the search results will change accordingly.

Additionally, similar to the desktop directory, you can search and group colleagues by name, title, department, location, division, and more. For example, start typing in a title and all colleagues with that title or names that begin with those same letters will filter to show only those results, making it easier to find who you are looking for faster.

Filter Directory

Filter the directory by your department, division, location, or by a new filter called My Circle. My Circle automatically consists of your peers (people who report to the same manager you do), your manager, and your direct reports.

To filter the directory, tap the people icon in the top left corner and select the applicable filter option.

Contacting Employees

When viewing an employee in the Company Directory, the following options will be available based on access:

Contact: One of the best features in our Mobile App is the ability to call, text, or email directly from theContact Infodetails. To do this, simply tap on the appropriate icon next to the specific contact detail.

Employee Information

Edit Photo: If you have access to edit an employee's photo, you will see a camera icon over the employee's photo. You will then be able to take a picture or upload a picture from your phone.

Save Contact: You can even save an employee's contact information directly to your personal phone directory or share the contact by tapping the icon in the top right corner of the screen. (See details below)

Edit Information: If you have access to edit information for the employee, you will be able to tap on the field and edit the information right in the mobile app.An employee can edit their own information by tapping on My Info." The same access levels and approval workflows apply. Changes can be approved in the web app.

Add to Contacts

Simply tap "Add to contacts" in order to add the employee's contact details as a personal contact in your phone.

Caller ID

If someone within the directory calls you, the caller ID of any phone number included in the employee directory will appear automatically regardless of whetheryou'vesaved that number or not.

Android

General View

Navigate to "Employees." The general view of the Directory will show the name, job title, and photo of your employee. When you select a specific employee from the screen, you will be able to see additional contact information for them.

The Company Directory will be available in the Mobile App only if the option is turned on in your BambooHR account. For more information on how to turn on and configure your Company Directory, click here.

Notice if the employee is currently out of the office, they will show grayed out in the directory and the date range will be displayed.

Search

To quickly navigate to a specific employee, tap on the magnifying glass and start typing part of the employee's name and the search results will change accordingly.

Additionally, similar to the desktop directory, you can search and group colleagues by name, title, department, location, division, and more. For example, start typing in a title and all colleagues with that title or names that begin with those same letters will filter to show only those results, making it easier to find who you are looking for faster.

Filter Directory

Filter the directory by your department, division, location, or by the filter called My Circle. My Circle automatically consists of your peers (people who report to the same manager you do), your manager, and your direct reports.

To filter the directory, tap the down arrow and select the applicable filter option.

Contacting Employees

When viewing an employee in the Company Directory, the following options will be available based on access:

Contact: One of the best features in our Mobile App is the ability to call, text, or email directly from the Contact Info details. To do this, simply tap on the appropriate icon next to the specific contact detail.

Employee Information

Edit Photo: If you have access to edit an employee's photo, you will see a camera icon over the employee's photo. You will then be able to take a picture or upload a picture from your phone.

Save Contact: You can even save an employee's contact information directly to your personal phone directory or share the contact by tapping the icon in the top right corner of the screen. (See details below)

Edit Information: If you have access to edit information for the employee, you will be able to tap on the field and edit the information right in the mobile app. An employee can edit their own information by tapping on "My Info." The same access levels and approval workflows apply. Changes can be approved in the web app.

Please note that the Android app defaults to restrict access to your phone. In order to allow access to your phone, you will need to navigate to your phone's general settings and then to BambooHR settings. From there, you will see an option to grant the BambooHR app access to your phone.

Add to Contacts

Simply tap the +person icon in order to add the employee's contact details as a personal contact in your phone. Tap the checkmark to confirm the action.

What's Next?

Do you need to learn how to download the Mobile App ?

Would you like to learn how to to appear in the Company Directory?

view Time Off balances

How do I Modify or Delete a Time Off Request in the Mobile App?

Purpose: Learn how to easily modify or delete a Time Off request using the iPhone Mobile App.

iPhone

There are a number of ways to modify or delete a Time Off request in the iPhone Mobile App as shown below:

Swipe to Edit

Navigate to "My Info," and select "Time Off." Here you will see all of your upcoming Time Off requests.

Swipe left directly on the request. This allows you to either "Edit" the request or "Delete" the request. When you select "Edit", it will open the screen shown above where you can tap on the "Amount" box and it will allow you to edit the amount of time taken. For example, perhaps you will now only be taking off half of the day instead of the full day. You can enter the amount from the keypad or you can select the "Half Day" or "Full Day" options below.

Tap "Save" when you are ready to resubmit the request.

Open Request to Edit

Navigate to "Time Off". Here you will see all of your upcoming Time Off requests.

By tapping on the specific Time Off request, it will open the "Request Details" screen. Tap "Edit" in the top right corner. When you select "Edit", it will open the screen shown in the previous example where you can tap on the "Amount" box and it will allow you to edit the amount of time taken. For example, perhaps you will now only be taking off half of the day instead of the full day. You can enter the amount from the keypad or you can select the "Half Day" or "Full Day" options below.

Tap "Save" when you are ready to resubmit the request.

Swipe to Delete

Navigate to "Time Off". Here you will see all of your upcoming Time Off requests.

Swipe left or right directly on the request. This allows you to either "Edit" or "Delete" the request. When you select "Delete", it will open the screen shown above where you can confirm that you want the request deleted. It will then be removed from your upcoming Time Off Requests.

Android

Navigate

Navigate to "My Info" and select the Time Off tab. This will take you to all of the approved or pending Time Off requests. Simply tap on the request that you would like to modify or delete.

Modify

Once you tap on the specific request that you want to modify, you will see the "pencil" edit icon in the top right corner. Tap on the icon and the request will open up. You can modify the days by clicking on each line. Tap "Send" to submit your changes. All modifications will go through the approval process to approve or deny the changes.

Delete

To delete a request, simply open the request and tap on the "pencil" icon in the top right to modify as shown in the previous screenshot. Next tap on the "garbage can" icon in the top right corner of the screen. A confirmation screen will pop up asking you if you are sure you want to delete the request. Tap "YES" and the request will be deleted.

What's Next?

Do you need to check to make sure your approvals are set up properly?

Do you want to view the calendar in the Mobile App to see who will be out of the office?

Do you know how to?

out of the office via the calendar

How do I View Time Off Balances in the Mobile App?

Purpose: BambooHR's Mobile App makes it easy to check your Time Off balances while on the go. This guide will discuss where to find your balances and how to calculate a future balance.

iPhone

Home: Current Balances

Easily view your current time off balances on your Home screen. Swipe left to scroll through the balances for each time off type. Types shown are sorted by the most commonly used types company-wide.

Note: An employee will only be able to see balances for the types they have access to view.

Home: Calculate Future Balances

If you swipe left and scroll through all time off types, you will see the option to calculate the future balance.

My Info

If you navigate to "My Info," and select "Time Off," you will be able to see all of your current time off balances. Swipe left, to see all Time Off Types.

To calculate future balances from the Time Off screen, click the calculator to the right of the "Request Time Off" button.

Time Off: Calculate Future Balances

To calculate your future balances:

Select the Time Off Type you would like to see balances for.

Scroll through the calendar and select the date you would like to see balances for.

Notice your future balance at the top of the screen.

You can request time off directly from this screen by clicking the "+" in the top right corner.

Android

Home: Current Balances

Home will give you the fastest, at-a-glance view of your currentTime Off Balances. Please note that these amounts are available balances. By sliding left, you can scroll through additional Time Off Types to view balances. Types shown are sorted by the most commonly used types company-wide.

You can also view your Time Off balances, by navigating to My Info and clicking on the Time Off tab. This will also show you your upcoming Time Off requests as well as Company Holidays. Simply tapping any upcoming event will take you to the event details.

This will show your "Available Balance" which is your "Current Balance" minus any approved Time Off requests.

Calculate Balances

To calculate a future balance, you will:

Navigate to Time Off under My Info and tap the "calculator" icon in the top right corner.

Select the Time Off Type.

Select the date by which you want to calculate your future balance.

You can request Time Off directly from the calculator by tapping the "+" icon located in the top right corner of the screen.

What's Next?

Do you need to see how to learn how to request time off on the Mobile App ?

Do you need to learn how to modify or delete a Time Off Request ?

Would you like to see who will be within the Mobile App?

view Time Off request comments

How do I Approve a Time Off Request in the Mobile App?

Purpose: BambooHR's iPhone Mobile App makes it easy to approve employee Time Off requests. This help guide will discuss how to take action on requests as well as the notifications associated with each action.

iPhone

Notification: New Time Off Request

When an employee submits a new Time Off request, the appropriate party will receive a notification on their mobile device as long as they have notifications turned on for the app through their phone Settings.

Time Off Requests

Once you are logged in to the Mobile App, you can go to the Inbox to view all requests or you can easily see a quick view of outstanding requests on your home screen.

Inbox

You can easily approve or deny a request straight from the inbox. If you would like to add a comment, click on the request to add a comment.

If you have edit access to the time off type that the request is for, you will be able to see the employee's balance as of that date.

Comment

Employees and the approver can comment back and forth regarding the request if needed. From the comment screen, the request can be approved or denied.

Notification

Once the approver takes action on the request from the comment screen, they will see a notification regarding the update. Then they will be able to add any additional comments if needed.

Android

Time Off Requests

Pending time off requests can be approved in two different ways:

Inbox: This will indicate how many items require yourattention. Clicking on the inbox will show you all pending requests. Within your Inbox, tapping on the request gives you the capability to approve, deny or comment on the request.

Home Page: Directly from the Home Page, you will see your Inbox Requests. By tapping on the individual request, you canapprove, deny or comment on the request.

Inbox

You can easily approve or deny a request straight from the inbox. If you would like to add a comment, click on the request to add a comment.

If you have edit access to the time off type that the request is for, you will be able to see the employee's balance as of that date.

Comment and Approve or Deny

Employees and the approver can comment back and forth regarding the request if needed. From the comment screen, the request can be approved or denied.

Notification

Once the approver takes action on the request from the comment screen, they will see a notification regarding the update. Then they will be able to add any additional comments if needed.

What's Next?

Do you need to know how to set up your Time Off Approvals ?

Do you understand the workflow of a Time Off request ?

Do you know how to tell who approved or denied a Time Off request?

Would you like to be able to ?

time off balances

How do I View my Requests in the Mobile App?

Purpose: To learn how to review Upcoming Time Off and Time Off History in the Mobile App.

iPhone

Upcoming Time Off

To review your time off history, navigate to the "My Info" tab and select "Time Off."

Upcoming Time Off: Shows any approved requests, outstanding requests and company holidays. If the check mark is green then the request has been approved already. If the check mark is gray then the request is still pending.

History: Scroll down to see the request history. This shows any past time off requests that were either approved or denied.

Edit or Delete Request

Swipe left on any request in order to make edits or delete the request.

Request Details

If you select a request, you can see the specific request details, edit the request, or make a comment on the request.

Android

Navigate

Navigate to "My Info" and then select the Time off tab. From here, you can see which requests have been approved, denied or are still pending. If a request has a green checkmark, then it has been approved. A grey checkmark will indicate that the request is still pending approval.

Request Details

By tapping on the request, it will open up the Request Details. From here, you are able to view any comments added by the approver or the employee as well as add additional comments. You can also modify or cancel the request by clicking on the pencil icon in the top right corner.

What's Next?

Do you need to be able to review the Calendar within the Mobile App?

Do you need to know how to view your ?

What's Next?

Did you know that you can request Time Off from the Mobile App?

Would you like to see the Company Directory from your Mobile App?

upload your photo

How do I View Documents in the Mobile App?

Purpose: To show you how to quickly and easily access documents in the Mobile App.

iPhone & Android

To access* your documents on the mobile app, tap "My Info" and then tap "Documents." Then tap on the corresponding folder.

*If you have access to other employees' documents on the web, you will also be able to see the documents on the employee's profile in the mobile app.

Once you tap on the folder, you will see a list of all documents in the folder. Simply tap on the document to see a preview.

Once you are viewing the document, you can use two fingers to pinch and zoom in or out on the document.

Click the icon in the top right corner to see additional options such as copy, print, save, email, etc.

How do I Upload a Document in the Mobile App?

If you have access* to upload a document, you will see an "Upload" button on your Documents tab in the mobile app.

*If you have access to upload other employees' documents on the web, you will also be able to see the "Upload" button on the Documents tab on the employee's profile in the mobile app.

You can upload a document in the mobile app with one of the following options:

Scan Document - This will open up the camera app on your mobile phone and allow you to take a picture of the document in order to scan and upload it (see below). Once the document is scanned, it will remove the extra space around the document and turn it into a document file.

Take Photo - Use the camera app on your phone to take a picture of the document. This will be similar to taking a regular picture on your phone. It will not cut out the extra space and format it into a document.

Photo Library - Upload an existing photo in your photo library on your mobile phone.

Scan Document

Once the document has been scanned and uploaded, you will be presented with a page to review your capture. You can name the document and then choose a folder to store it in. Additionally, you will see an option to "Add Another Page" if you need to scan multiple pages before saving the document.When viewing a document page, you will be able to rotate the document, re-crop the corners, and enhance the document to color instead of the black and white default.

What's Next?

Do you need to learn how to download the Mobile App ?

Would you like to learn how to to appear in the Company Directory?

current integrations

How does Kudos Integrate with BambooHR?

Purpose: To help you understand what Kudos is used for and how you can integrate it with BambooHR.

The Kudos social employee recognition system gives your organization a branded, online environment that becomes your central hub for celebrating value-based employee achievements. Timely and public employee recognition is consistently cited as a catalyst for increased engagement and performance, and Kudos has the right combination of features necessary for program success.

You can learn more about Kudos in BambooHR's Marketplace.

How do I Enable the Kudos Integration?

Log in to your Kudos Account and click on the "gears icon" and then "Account."

Next, click on the "Integrations" Tab and then select "BambooHR."

Enter your BambooHR subdomain* and then click "Connect to BambooHR."

You will then be prompted to log in to BambooHR. Once you log in to BambooHR, Kudos will automatically pull an API key from BambooHR to create the integration connection.

*This is the first part of your BambooHR login URL. For example, if my BambooHR URL is https://helpcontent.bamboohr.com,then my subdomain is "helpcontent" as shown in the image above.

You may then choose to "Pull BambooHR Users now" to complete your sync as well as select to "Automatically sync BambooHR users every day."

What Data Syncs Between BambooHR and Kudos?

This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by Kudos.

Contact information can be found here.

What's Next?

Do you need help updating data for multiple employees at one time?

Do you want to find out more about our ?