BambooHR Integration Guide

This integration will be available soon.

Overview

The RemoFirst-BambooHR integration is a one-way integration (BambooHR -> Remofirst) that eliminates manual data entry and streamlines employee lifecycle management by automatically synchronizing employee data, timesheets, and onboarding/offboarding processes between both platforms. This uni-directional integration ensures your workforce data remains consistent and accurate across systems.

Key Benefits

• Eliminate Manual Data Entry: Automatically sync employee information, reducing administrative workload
• Reduce Errors: Minimize human error in timesheet 
• Faster Onboarding/Offboarding: Streamline employee lifecycle processes with automated workflows
• Maintain Data Consistency: Keep employee profiles synchronized across both platforms

Getting Started

Activating the Integration

1. Navigate to Company Settings > Integrations in your RemoFirst client dashboard
2. Locate the BambooHR section
3. Click Activate BambooHR 

4. Enter your company subdomain from your BambooHR account. 
   A BambooHR subdomain is the unique part of your company's login URL (e.g., yourcompanyname in yourcompanyname.bamboohr.com) that identifies your organization, used for logging in and integrating with other apps

5. Establish the authentication using your BambooHR credentials and allow access to the requested data.

6. Once authenticated, you'll be prompted to complete the initial setup

Initial Setup Detailed:

After authentication, you'll need to complete two important mapping steps:

Talent Mapping: Map your existing RemoFirst employees and contractors to their corresponding BambooHR profiles. This ensures proper synchronization for current team members.

Timesheet Activation: Enable timesheet synchronization to automatically import approved timesheets from BambooHR into RemoFirst.

Core Features

1. Automated Employee Onboarding

When you mark an employee or contractor as "hired" in BambooHR, the integration automatically creates a draft onboarding record in RemoFirst.

How It Works:

• Change employee status to "hired" in BambooHR
• RemoFirst creates a draft onboarding record on your RemoFirst account
• You receive an email notification about the pending onboarding
• Review and complete the onboarding in the RemoFirst People > BambooHR Banner section

• You can either Proceed with the onboarding/offboarding or discard the entry
• If you proceed with the onboarding, the talent data (name, email, start date, role, location) is automatically prefilled

Identifying BambooHR Onboardings:

• Look for the BambooHR onboarding tag on draft onboarding records

What Gets Synced:

• Full name
• Email address
• Start date
• Job title/role
• Location
• Other relevant employment data

2. Automated Employee Offboarding

When you mark an employee or contractor as "terminated" in BambooHR, the integration automatically triggers the offboarding process in RemoFirst.

How It Works:

• Change employee status to "terminated" in BambooHR
• RemoFirst creates a draft offboarding/deactivation
• You receive an email notification
• Complete the offboarding process in People > BambooHR Banner section
• For contractors, click "Proceed" to finalize the process
•  A popup to confirm the deactivation will appear, once confirmed:
  • Contractors will be deactivated
  • The offboarding form will be presented to fill out in order to finalize the process for employees.

Identifying BambooHR Offboardings:

• Look for the BambooHR offboarding tag on draft offboarding records

3. Profile Updates Synchronization

Approved profile changes in BambooHR automatically sync to RemoFirst, keeping employee information consistent across both platforms.

What Gets Synced:

• Personal information
• Address changes
• Contact information
• Emergency contacts
• Other approved profile updates

Important Notes:

• Only approved changes sync to RemoFirst
• Pending changes in BambooHR are ignored until approved
• Synced profiles display a BambooHR sync badge for easy identification

4. Automated Timesheet Synchronization

Approved timesheets from BambooHR automatically import into RemoFirst as pending timesheets, ready for your review.

How It Works:

• Talents submit and get timesheets approved in BambooHR
• Approved timesheets automatically sync to RemoFirst
• Timesheets appear as "pending" in RemoFirst for your final review
• All imported timesheets are tagged as "Imported from BambooHR"

Managing Synced Timesheets:

• Review imported timesheets in the Timesheets tab
• Look for the BambooHR tag to identify synchronized entries
• Approve or reject timesheets as needed for payroll/payment processing

Using the BambooHR Section

Accessing the BambooHR pending tasks (onboarding & offboarding requests)

Navigate to People > BambooHR banner to access your centralized integration dashboard.

Available Filters

Filter by Action Type:

• Onboardings
• Offboardings

Filter by Worker Type:

• Employees
• Contractors

Taking Action

For Onboardings:

1. Select the pending onboarding record
2. Click Proceed with Onboarding
3. Review and complete any missing fields in the prefilled form
4. Submit to finalize the onboarding

Alternatively, click Discard if the onboarding should not proceed.

For Offboardings:

1. Select the pending offboarding record
2. Click Proceed with Offboarding (or Deactivate for contractors)
3. Review and complete any missing termination details
4. Submit to finalize the offboarding

Alternatively, click Discard if the offboarding should not proceed.

Best Practices

Maintain BambooHR as Your Source of Truth: Always make employee data changes in BambooHR to ensure proper synchronization.

Review Automated Records: While data is prefilled, always review onboarding and offboarding records before finalizing them in RemoFirst.

Check Notifications Regularly: Stay on top of email notifications about pending onboardings and offboardings.

Complete Initial Mapping: Ensure all existing employees are properly mapped during initial setup to avoid synchronization gaps.

Support

If you encounter any issues with the BambooHR integration or have questions not covered in this guide, please contact RemoFirst support through email at support@remofirst.com.