Set up the BambooHR integration:
1. Click on your profile picture up in your top right corner.
2. Click on 'Company settings'.
3. Scroll down to the 'Integrations' section in your left hand navigation.
4. Find the BambooHR integration in your list and click 'Configure' to the right.
4. Enter in your BambooHR Subdomain. Your BambooHR subdomain is only the genericcompany in your https://genericcompany.bamboohr.com URL.
5. Finish authentication steps to enable the integration.
6. Configure your email setting and email body. If you have the email invitation toggle on, we will send your team login details and an invite to join 15Five. If you have the email invitation toggle off, we will not send your team login details and an invite to join 15Five. If the email setting is off and people are invited, there will be no way to send the emails retroactively.
7. Check for any error messages upon import. You may have to correct email addresses or reviewer settings.
BambooHR also has a Help Center article walking you through integrating BambooHR + 15Five.
If you do not see BambooHR active in your account, please reach out to support@15five.com and we can help.
Sync Data Automatically or Manually
You can sync your data manually or have 15Five automatically do this for you. The BambooHR integration will auto sync at 11:00 AM UTC/ 7:00 AM EST, if you choose the automatic setting. Here is a list of fields that we sync with:
- first & last names
- title
- employee id
- location field
- reviewer (email)
- group (department in BHR= group in 15Five; adding a department in BambooHR will add a new group in 15Five)
- hireDate (hireDate in BHR= start date in 15Five)
You will need your BambooHR subdomain for the ID.
Exclusions/Inclusions
BambooHR, by default, will import all the profiles that the API key can access. It is possible to limit the profiles that get imported from BambooHR by various criteria.
Inclusive filter options are:
- departments
- locations
- divisions
- employment_statuses
Exclusive filter options are:
- excluded_departments
- excluded_locations
- excluded_divisions
- excluded_emails
- excluded_employment_statuses
To add or remove any of the above filters for your company, please reach out to your Customer Success Manager or our Support Team.
Troubleshooting, Support, and FAQs
BambooHR is not syncing
Problem: There are times when BambooHR will not import or sync. Sometimes a user cancels an import and it freezes up an installation.
Solution: Reach out to Support, your Implementation Specialist, or your Customer Success Manager to clear the queue and reinitiate the import either automatic or manual syncing.
BambooHR invites are not sent
Problem: The team was imported but nobody received an invite email to get logged in to 15Five. The only way they are able to login is if they do a password reset.
Solution: By default 15Five has Email Invitation unchecked so emails do not accidentally go out to all users prior to setup or an intended “go live” date. Please note that you need both a message defined and the checkbox to be checked in order for invites to go out. If the message is blank but the checkbox is checked, no invites will go out.
To manage the above settings, visit the BambooHR Integration page.
Resend invites in BambooHR
Problem: We imported our users in 15Five with BambooHR and did not have Email Invitation checked therefore users did not receive an invite email to login. Now, we have checked on Email invitation but want our team that was already imported to receive an invite.
Solution: Reach out to Support, your Implementation Specialist, or Customer Success Manager to clear the initial import. Once completed, you then can reimport through BambooHR with the Email Invitation checked. Please note that you need both a message defined and the checkbox to be checked in order for invites to go out. If the message is blank but the checkbox is checked, no invites will go out.
Q: Why didn't my employees get invites to log into 15Five? I just added them through the BambooHR integration.
A: There are a few reasons why this might have happened.
- If the 'Email invitation' checkbox is not checked, no invites will be sent out to people invited through BambooHR.
- If the checkbox is checked but the message is blank, no invites will go out.
- If you have SSO enabled with your 15Five account and you have ‘allow password login’ disabled/ unchecked in the SSO/SAML details page, BambooHR configuration will not include the option for email invitation.
Q: When does 15Five sync with BambooHR when automatic sync is enabled?
A: The automatic BambooHR syncs kick off at 11:00 AM UTC/ 7:00 AM EST and will run one sync after another. We can not control when an individual company's sync will actually run. There is an email sent to all account admins after a BambooHR sync. The email will summarize the new accounts created, accounts updated, and accounts deactivated.
Q: How do we sync our vacations from HRIS to 15Five?
A: At this time you do not have the ability to change the setting that turns on the syncing of vacations on your own in app. Vacation sync can only be turned on by Support, your Implementation Specialist, or your Customer Success Manager. If the setting is on, the vacations will sync during every sync run.
Q: Can we troubleshoot the sync before actually turning on the full automatic sync?
A: Yes, we suggest doing a manual sync before turning on the automatic sync option. You will do this through the 'Integrations' page on your 15Five account. You will click on 'Configure' and then will need to set up the integration. For the first import, leave off the automatic sync checkbox. Choose to do a manual sync. There is a preview step before finishing the sync, so don't worry... Clicking manual sync will not start the import right away. After reviewing the import details, you can choose to finish the sync or cancel if information is incorrect.
Q: Which people in BambooHR are included in the sync?
A: By default all full time employees in BambooHR will be included in the sync unless otherwise specified by filters set by Support, your Implementation Specialist, or your Customer Success Manager. It is possible to filter employees by location, division, department, employment status, and/or email. If you want to exclude or only include certain groups please reach out for assistance before you attempt an import.
Q: If we were using CSV before, then turn on BambooHR will it recognize the individuals that are already in 15Five and prevent duplicate profiles?
A: Yes, as long as the email in 15Five is the same as the email in BambooHR.
Q: Should we exclude certain user populations automatically?
A: If you have a platform such as Lever or any other hiring software connected to BambooHR, maybe. People that are hired and in BambooHR, but have not yet started at their current job should be excluded from the BambooHR integration via Employment Status. Please reach out to Support, your Implementation Specialist, or your Customer Success Manager to support you with this.
Q: How can I use CSV import with Bamboo HR enabled?
A: Please reach out to Support, your Implementation Specialist, or your Customer Success Manager to support you with this.
Q: How does my BambooHR integration handle group types?
For the HRIS integrations, we are converting Group Type: Groups to Group Type: Departments. You, as an account admin, don't need to do anything. 15Five will add all BambooHR departments as 15Five groups under the group type 'Departments' automatically.
Q: I have employees that I bring into BambooHR before they have a work email. How do I stop them from syncing to 15Five until they have their work email set?
A: Filters! You would add new employees without a work email to a department, division, location, or employment status that indicates that they don't want them pulled into 15Five yet. Once we set up the filter for you, it will tell 15Five that we are to ignore those employees as long as they are part of that division/department/location/employment status. Reach out to Support and we can help set these up for you.