Time to get integrated with your people management platform BambooHR
Like all of our integrations, setting up a connection between Reachdesk and BambooHR is just a few clicks away. Yes that's right! You can get up and running in no time. Let's see how it works!
What do I need to set up the BambooHR integration?
You'll only need your organization's subdomain and your personal login credentials in order to set up this integration. The subdomain can be found in the URL when visiting BambooHR and typically corresponds to your organization's name, for example: https://[subdomain].bamboohr.com
Once you've identified the subdomain, please follow the steps outlined below:
Navigate to Organization > Integrations page
Click on "People" to view available HRIS Integrations
Click "Link BambooHR Account" and enter your organization's subdomain
Once the subdomain is submitted, a new window will open asking for your BambooHR login credentials to authenticate the integration.
Once your credentials are authenticated, our integrations Partner, Merge, will create an API Key within BambooHR automatically, allowing Reachdesk to pull employee data from your instance in order to create Sends.
Note: When connecting a new integration it will take up to an hour from the moment the integration is connected before the employee data can be fetched and used. If you find things are taking longer than 24 hours, please follow up with email@example.com. The integration will be then synced every day at 7 AM UTC.
That's it! You're all set. You can automate sending gifts to your employees via Reachdesk!
Here there is a video that shows the full process!
Who can set up this integration within Reachdesk?
For any HRIS integration we require only one user to set up the connection between the integration and Reachdesk.
Who can access a user’s integration?
Every user who can access the Reachdesk platform is allowed to use the data in the integration once it has been set up. It's important that a user that connects the integration is an admin or has high visibility on the HRIS being connected: they need to have access to employees that have left, have not yet started as well as address, birthday and start date information in order for the product to run effectively. If you would like to limit the data shared, please create a custom profile and use this as an integration user. See Bamboo HR help doc.
Nota bene : Please remind that only Reachdesk admins or CM can create triggered campaigns. For further info please refer to this article.
Can I connect more than one HRIS software?
You can only connect one HRIS software per organisation at a time. For example if you connected the Reachdesk platform to HiBob you won’t be able to connect to Workday at the same time. In case you need to use a different HRIS software please disconnect the first one, Hibob to follow the previous example and then connect to the Workday integration.
If you have any questions not covered here, please let us know at firstname.lastname@example.org!