How to set up the BambooHR integration
- Go to Admin->Settings->Integrations. Here's a direct link.
- Scroll down to ‘User Management’ and click on ‘BambooHR’
- Enter your subdomain. (The subdomain is the first part of your BambooHR url, e.g. http://subdomain.bamboohr.com.)
- Ensure that “Automatically activate?” is NOT checked, unless you want to immediately activate all your employees in Bonusly.
- Click 'Save'
- Authenticate with your BambooHR account
You should see a green ‘valid’ label indicating that your BambooHR credentials are good. Your employees are now being synced from BambooHR to Bonusly, and will be viewable/activatable by clicking on the “Imported Users” link.
What is "Auto Activate"?
Enabling auto activate means that anytime a new employee is added to BambooHR, they'll automatically be added to Bonusly. By default this is off, so that you can connect to BambooHR and test things out before adding all your employees.
Most customers enable "Auto Activate" once they're ready to roll out Bonusly to the whole company.
What data is included in the sync with Bonusly?
Birth Day (Month/Day only)
This sync occurs nightly between 00:00 and 01:00 UTC. Note that the syncing of data for this integration flows from BambooHR into Bonusly and so all updates to the syncing fields must be made in BambooHR. (Changes made directly within Bonusly to the shared syncing fields will not automatically update in BambooHR.)
How do I only sync some employees?
Go to your Imported Users page and click "Configure Activation Rules". Check the boxes for those employment statuses that you do wish to sync with Bonusly.
If there are any new employees you wish to sync into Bonusly right away, you can also do that from your Imported Users page.
Once that's done, go back to https://bonus.ly/company/settings/integrations and click on BambooHR. Then edit the integration, and enable "auto activate". Click save.
From then on, any new employees that match your activation rules will be auto-synced into Bonusly. Any changes to employee info will be synced to bonusly. And any employees who are termed will be auto-deactivated in Bonusly.