Small Improvements and BambooHR use two essential fields to recognize users – the employee’s email address and their unique employee ID. Best practices Employee IDs in BambooHR and Small Improvements Note that when the sync runs again, those edits may be overwritten by the data imported from BambooHR. With the automatic sync disabled, you can make manual edits to your employee records. You’ll find the keys and the create-button in your “User” menu in BambooHR: You can generate BambooHR API keys only if you’re a BambooHR administrator. You connect the systems by creating an API key in BambooHR from the user you want to use and storing that key in Small Improvements. If available we also load the fields job title, preferred name, location and id.It’s vital that this administrator has full access to all the users you want to synchronize, including core fields like first name, last name, work email, active-status, gender, supervisor, and hiring date.Basically, you tell Small Improvements to log in on behalf of an administrator in BambooHR. We’re assuming you already have both a BambooHR and a Small Improvements account and are an administrator in both systems.įirst, you need to give Small Improvements access to your BambooHR system. Setting up the integration is fairly straightforward. Please note: if you elect to have your users synchronized with Bamboo, many user fields are “controlled” by this sync and cannot be updated within your Small Improvements account any longer : The other aspect is that you can also “stream” SI data into the BambooHR user interface, making performance review and objectives data easily accessible to BambooHR users.The most useful one is that you can synchronize BambooHR staff data into Small Improvements automatically.You can also view past review and objectives information on a user profile within Bamboo, though only as a reference. It hugely streamlines your administrative process when you don’t have to worry about making manager updates or adding new hires to your performance management process. You can check out the BambooHR website for in-depth coverage of features and capabilities. This is just a very brief overview of BambooHR. Some of the core features of BambooHR include employee record keeping, PTO/leave tracking, benefits tracking, reporting, and much more. BambooHR is a full HRIS, and by using our integration, you can use both systems together to maximize your efficiency. While Small Improvements lets you manage basics like name, department, and reporting structure, it’s not a fully-fledged employee database. The primary benefit of this connection is that you are able to import your high-level employee information, plus reporting structure, directly into your Small Improvements account. Edits to approved hours (additions or subtractions) should be sent as new records with their associated date (the date of the hours worked).Small Improvements and BambooHR HRIS can be integrated within a matter of minutes. If non-approved hours are sent to BambooHR, accruals may occur on those hours and they also may be passed to payroll. Please note that only approved hours should be sent to BambooHR since there will be no distinction of approved or not-approved in BambooHR. Lists of employees and their accompanying identifying information can be retrieved through our api (see Single Dimensional Data). Identifying information for the employee is also required so the hours may be associated with the proper employee in BambooHR. When adding time records to BambooHR, certain fields are required with each entry such as a date, associated pay rate, and a rate type (see documentation below). Time records can be added to BambooHR or can be retrieved from BambooHR. This makes it possible for the customer to use BambooHR as the source of all payroll related data. These hours are stored in BambooHR and can be used to accrue paid time off using BambooHR’s accrual feature, and/or sent to a BambooHR payroll partner during the payroll run. The time tracking API is used to send approved hours worked to BambooHR, similar to how you would send hours to a payroll company.
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