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Setting up BambooHR Integration
Galina Grkovikj avatar
Written by Galina Grkovikj
Updated over a year ago

Our HRIS integrations are now available on all of our packages.


Our BambooHR integration allows you to sync your employee data with Learnerbly - completely automatically.

Before you get started

We recommend before setting up the integration you read our guide on how the integration works to make sure it fits with how you want to manage Learnerbly. Take a look at our guide and FAQs on šŸ”— How our HRIS integrations work.

You can see what BambooHR fields we sync with Learnerbly at the end of this article.

Check your employee data

Please make sure that all your employees have their country in their home address, as we use this to identify their location and assign a content region and ensure they access the right content. If they do not have a country, they will not get synced with Learnerbly.

If for whatever reason, you donā€™t want to add their country to your HRIS, you can always add the users manually.

What will happen to your existing data

Once integrated, changes in your HRIS will override any changes manually made on Learnerbly. The integration will;

  • Update any users that currently exist with the data in BambooHR

  • Add any users that are in BambooHR but not in Learnerbly

  • Remove any users that are past their termination date

  • Add any departments to Learnerbly as groups and overwrite any existing group relationships which will alter your Breakdown of Spend

  • Replace any approvers with the users' line manager in BambooHR

āš ļø Important things to be aware of:

  • Employees archived on BambooHR will be archived on Learnerbly

  • Any new employees will be added to Learnerbly

  • Existing users on Learnerbly will be updated with:

    • Their line manager in BambooHR will be their approvers

    • Their group in Learnerbly will be updated to the employeeā€™s department in BambooHR


Connect BambooHR to Learnerbly

Getting set up with integrating BambooHR with Learnerbly couldnā€™t be simpler. First, we need to connect BambooHR to Learnerbly and then your employees will immediately start syncing.

  1. Go to your Admin Hub Settings.
    Note only Learnerbly Admins can set up an integration.

  2. Click ā€˜Connectā€™ on the card titled HRIS Integration

  3. Select BambooHR

  4. Enter the subdomain for your BambooHR account
    For example, if you sign in at "acme.bamboohr.com", enter "acme".

    Do not enter the full "acme.bamboohr.com".

  5. Your data will start syncing

Note: if you are creating a Custom Access Level in BambooHR to set up the integration, you will need to grant the relevant permissions as per this guide.

How to know your integration is set up

Once you've connected BambooHR and Learnerbly, we'll start syncing your employees immediately. You'll see that you are successfully connected and your sync is in progress on your Settings page.

Integration is syncing

Integration has synced

What fields do we sync with

Learnerbly

BambooHR

Notes

First Name

firstName

Last Name

lastName

Email

email

Start Date

hireDate

Users will be created on the day of their start date.

Termination Date

terminationDate

Users will be archived on Learnerbly at midnight on the day of their termination date.

Approver

supervisor

If there is no manager, you can add this manually on the platform. If you change a manager on our HRIS, we'll update it on Learnerbly.

Group

department

Content Region

home_location {country}

We use the country of an employee's home address to automatically assign them to a content region.


After you've set up the integration

Your employee data will continue to sync every morning Monday to Friday at 10:00 UTC. Now that your employees are users on Learnerbly, you can still decide exactly when they get access. To do this, assign them a budget and send them an email invitation.

Bulk assign budgets and send invitations

In your Admin People table, filter by Learner without budgets and then select the employees required. Click Bulk Actions and then Add Budgets and complete setup.

Once budgets have been assigned, then filter the People table by Learners who haven't been invited to Learnerbly to send them an email invite.

How to disable your integration

If you'd like to disable your integration, please contact us via our Chat message.

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