Integration with BambooHR
Overview: This guide will complete the following steps.
- Configure BambooHR
- Employee import from BambooHR
- Employee export to BambooHR
- Import/Export Data
- Timesheets import from BambooHR
- Synchronize Employees
Configure BambooHR
- To get started, Login to your BambooHR Account.
- Click on "API Keys" and load API Keys Page as shown in the image.
- Click on "Add a new key" button to add Key.
- Key will be populated in the "Valid API Keys" table.
- Go to Add-Ons >HR>BambooHR >Import Data.
- Enter BambooHR company URL.
- Enter/Paste API key.
- Click Save.
- After settings are saved, you can Export / Import employees
to/from BambooHR.
Import employees from BambooHR
- In SimplePay, go to Add-Ons>BambooHR >Import Data.
- [Manage Employees panel] Employees in BambooHR not imported
in SimplePay will be listed here
- Click Import Employees
- All employees will be loaded in an editable form
- Select employees to import
- Make any changes required and click Save
- Employees imported into SimplePay. Go to Employee>List or payroll screen to review.
- Timesheet is ready for import from BambooHR.
Employee export to BambooHR
- In SimplePay, go to Add-Ons>HR>BambooHR >Import Data.
- Press Export Employees button, it will export all employees created
in SimplePay to BambooHR.
- In BambooHR load Dashboard to view imported employees.
- After exporting, any updates made in SimplePay Employee
page will automatically be updated in BambooHR.
Import/Export Data
- Data in following fields will be exported/imported
between SimplePay and BambooHR
Custom ID, First Name, Last Name, Middle Initials, Email, Address, City, Province,
Post Code, Phone (Res), Phone (Cell), Date Of Birth, Date of Hire, Department,
Designation, Status, Social Insurance Number (SIN), Date of Termination, Hourly Pay
Rate
Timesheets import from BambooHR
- Go to AddOns>HR>BambooHR>Import Data
- Select pay period [in case of multiple options].
- Available date range for Timesheet import listed.
- Select import format
- Click Import Data
- Status message will be displayed
- To review data imported, go to Payroll > Timesheets
Synchronize Employees
- SimplePay provides option, to synchronize data for
employees which have been updated in BambooHR.
- Employees for which data has been updated in BambooHR, will be listed
under Synchronize Employees panel.
- User can press Synchronize Employees button to update employee data
in SimplePay.
NOTE: Employee ID,Given Name,Last
Name,Initials,Email,Address,City,Province,Post Code,Phone,Department and Designation will be
synchronized.
Employee Status will not be synchronized.