Keep up with rapid growth by launching workflows automatically!
BambooHR integration was designed to allow you to easily launch a workflow for each candidate that is hired. We use BambooHR's native webhook capabilities along with information from their API. Here's how it works!

Hire Event in Bamboo HR

When a candidate is hired by clicking on the 'Hire' option, a dialog box will open showing the button 'Add New Employee'. Clicking this button will allow you to fill out the info required to hire the candidate.

All candidates are converted to employees when an offer is signed and the candidate is marked as hired in BambooHR. You will need to enter the hire date and the email address or mobile number while creating the new employee record.

It's very important that you uncheck the 'New Hire Packet' button, so that the candidate doesn't go through the BambooHR Onboarding process. Instead, we'll be launching them into Enboarder. All that's left is to click 'Save' to launch the new hire's onboarding workflow!

BambooHR Integration Setup

Step 1: Copy your custom BambooHR domain prefix

An admin must first login to BambooHR and copy your custom BambooHR domain prefix. If the custom domain is https://enboardersandboxaccount.bamboohr.com, then copy just the 'enboardersandboxaccount' part.

While logged in also go to Settings > Account > Webhooks. Please check that you have permission to add webhooks to the system by clicking 'Add Webhook'. We'll return to configure this webhook later!

Step 2: Enboarder Integration Setup 

This step requires your Enboarder admin to paste the custom BambooHR domain prefix and copy your custom webhook URL. First, navigate to Settings > Integration and click on the BambooHR tile. 

  • Login as an admin user and go to Settings > Integration > App Center
  • Click on the tile 'BambooHR' (or search if you can't see it).

When you click on 'Add Integration' you will be asked to enter the BambooHR custom domain prefix from our previous step. 

Filters

To exclude certain hires from being launched into Enboarder, you can use the Enter Additional Filter using the below format:

{{BambooHRColumnName}}={{possible values comma separated}}

Example - if column name is Department and possible values are Sales or Marketing then filter will be

Department=Sales,Marketing

Note:  Workflow will be launched if filter matched or key or its value not coming in payload

Clicking 'Next' will display your custom Webhook URL from Enboarder. Save this URL for the next step.

Once you've saved the Webhook URL, click 'Integrate Now' to login with your BambooHR Admin credentials.

Once you've passed the admin authentication, Enboarder will mark the tile BambooHR as integrated.

Step 3: Webhook Setup in BambooHR

Next your BambooHR admin will login and go to Settings > Account > Webhooks and click on 'Add Webhook' as tested in the first step.

Provide a name for the new webhook such as 'Enboarder Integration'. Please select 'Hire Date' from the choice 'What fields do you want to monitor'.

In the next section provided, called 'What fields do you want to post', select the fields which you want to send across to Enboarder. (See note below).

Please note that the below fields are mandatory to select in order for the Integration to work:

  • Name
  • Work phone
  • Work Email
  • Supervisor EID
  • Mobile Phone
  • Home Email
  • Home Phone
  • Hire Date

In the next section you see, please select the following:

  • JSON format for the data
  • Paste the webhook URL from Enboarder, which you have copied in the previous step, in the field labeled 'Post to URL'
  • Set the frequency of the webhook based on your requirements
  • Click Save and you're all set!

Additional Integration Notes

Field Mapping in Enboarder

Send Data From Enboarder back into BambooHR via JSON Webhook (Advanced)

To send employee data back into BambooHR, you will need to configure the HRIS API in a send data webhook module. Please see the detail of this API at https://documentation.bamboohr.com/reference.

If you want to update an employee's details or get an employee's information, you will need to pass the employee ID in the URL. In this case, add a new Custom Field, 'empid', in your Enboarder workflow. The system will auto populate this data when data is pushed into Enboarder from BambooHR's webhook. You can use this for updates or RestAPI GET requests.

The BambooHR API uses basicauth for authentication. You will need to first get the apikey from the BambooHR portal > APIKeys. Create a key if one does not already exist.

Once a key is created, then you will need to encode an apikey:x and complete the header information. You can use any online tool to encode this information.

In the request header, the key will be Authorization and value will be Basic EncodedString as shown in the below image.

Your custom payload should be designed in the same JSON structure required by the BambooHR API documentation.

Troubleshooting 

You can now investigate mapping issues very easily from the Enboarder logs. The API response is now available in your Enboarder account. Please go to Settings > Integration > Audit logs to view the complete payload. There may be multiple rows for each new hire. One row contains the complete response message and the others will provide info from the webhooks.

Click on a row with a blank 'Employee' field to see the complete payload.

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