BambooHR

The BambooHR modules allow you to monitor, create, update, retrieve, and delete the employees, employee files, time-offs, and time-off requests in your BambooHR account.

Getting Started with BambooHR

Prerequisites

  • A BambooHR account

In order to use BambooHR with Integromat, it is necessary to have a BambooHR account. If you do not have one, you can create a BambooHR account at bamboohr.com/signup/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting BambooHR to Integromat

To connect your BambooHR account to Integromat you need to obtain the API Key from your BambooHR account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your BambooHR account.

2. Click BambooHR icon (LK9ygKR2B8.png) > API Keys > Add New Key.

3. Enter a name for the API and click Generate

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4. Copy the API key to your clipboard and click Done

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5. Go to Integromat and open the BambooHR module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the Subdomain field, enter your account's domain name. For example, if your account login URL address is https://mycompany.bamboohr.com then your domain is the mycompany.

8. In the API Key field, enter the API Key copied in step 4, and click Continue.

The connection has been established.

Employees

Watch Employees

Watches for added employees.

ConnectionEstablish a connection to your BambooHR account.
LimitSet the maximum number of employees Integromat should return during one execution cycle.

List Employees

Returns a list of employees. 

ConnectionEstablish a connection to your BambooHR account.
LimitSet the maximum number of employees Integromat should return during one execution cycle.

Get an Employee

Returns employee data by specifying a set of fields.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose details you want to retrieve.
FieldsSelect or map the fields you want to include in the employee details.

Create an Employee

Adds a new employee.

ConnectionEstablish a connection to your BambooHR account.
Synced with Trax PayrollSelect whether you want to create a Trax payroll employee. 
First NameEnter (map) the employee's first name.
Last NameEnter (map) the employee's last name.
Employee NumberEnter (map) the employee's number.
Date of BirthEnter the employee's date of birth.
SSNEnter the employee's social security number.
GenderSelect or map the employee's gender. For example, male.
Marital StatusSelect or map the employee's marital status. For example, Single.
Hire DateEnter the date on which the employee was hired for the job.
AddressEnter the employee's address.
CityEnter the city name.
StateEnter the state name.
CountryEnter the country name.
Employment StatusSelect or map the employment status of the employee.
ExemptSelect whether the employee is exempted from taxes.
Pay Type

Select or map the employee pay type. For example, hourlyweekly.

Pay RateSelect or map the employee pay rate in US Dollars. For example, if you have selected Pay Type as hourly then enter the employee's hourly rate. 
Pay PerSelect or map the frequency of payment to the employee. For example, Monthly.
LocationSelect or map the employee location.
DepartmentSelect or map the department to which the employee belongs to. For example, Human Resources.
DivisionEnter (map) the division to which the employee belongs to. For example, Europe.

Update an Employee

Updates a specified employee.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose details you want to update.
Synced with Trax PayrollSelect whether you want to create a Trax payroll employee. 
First NameEnter (map) the employee's first name.
Last NameEnter (map) the employee's last name.
Employee NumberEnter (map) the employee's number.
Date of BirthEnter the employee's date of birth.
SSNEnter the employee's social security number.
GenderSelect or map the employee's gender. For example, male.
Marital StatusSelect or map the employee's marital status. For example, Single.
Hire DateEnter the date on which the employee was hired for the job.
AddressEnter the employee's address.
CityEnter the city name.
StateEnter the state name.
CountryEnter the country name.
Employment StatusSelect or map the employment status of the employee.
ExemptSelect whether the employee is exempted from taxes.
Pay TypeSelect or map the employee pay type. For example, hourlyweekly.
Pay RateSelect or map the employee pay rate in US Dollars. For example, if you have selected pay type as hourly then enter the employee's hourly rate. 
Pay PerSelect or map the period of payment to the employee. For example, Monthly.
LocationSelect or map the employee location.
DepartmentSelect or map the department to which the employee belongs to. For example, Human Resources.
DivisionEnter (map) the division to which the employee belongs. For example, Europe.

Employee Files

List Employee Files

Returns a list of employee files.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose files you want to list.
LimitSet the maximum number of files Integromat should return during one execution cycle.

Download an Employee File

Returns a specified employee file.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose files you want to download.
File IDSelect or map the File ID you want to download.

Upload an Employee File

Creates an employee file.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose files you want to list.
File NameEnter the file name including the file extension. For example, test.txt
FileEnter or map the file data.
Share with EmployeeSelect the checkbox if you want to share the file with an employee.

Update an Employee File

Updates a specified employee file.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose file you want to update.
File IDSelect or map the File ID whose details you want to update.
Share with EmployeeSelect the checkbox if you want to share the file with an employee.
Category IDSelect or map the Category ID to which the file belongs to.
NameEnter a new name for the file.

Delete an Employee File

Deletes a specified employee file.

ConnectionEstablish a connection to your BambooHR account.
Employee IDSelect or map the Employee ID whose file you want to delete.
File IDSelect or map the File ID whose details you want to delete.

Time Offs

Watch Time Offs

Watches for newly created time-offs for the specified time boundaries.

ConnectionEstablish a connection to your BambooHR account.
Start TimeEnter (map) the start time to watch the time-offs that match the specified time. See the list of supported date and time formats.
End TimeEnter (map) the end time to watch the time-offs that match the specified time. See the list of supported date and time formats.
LimitSet the maximum number of time-offs Integromat should return during one execution cycle.

Get Summary of Who's Out

Returns a list, sorted by date of employees who will be out and company holidays for a period of time.

ConnectionEstablish a connection to your BambooHR account.
Start TimeEnter (map) the start time of the employee off or holiday whose details you want to retrieve. See the list of supported date and time formats.
End TimeEnter (map) the end time of the employee off or holiday whose details you want to retrieve. See the list of supported date and time formats.
LimitSet the maximum number of employee time offs or holidays Integromat should return during one execution cycle.

Time Off Requests

Watch Time Off Requests

Watches for newly created time off requests which can be approved by you.

ConnectionEstablish a connection to your BambooHR account.
Start TimeEnter (map) the start time to watch the time-off requests that start on or after the specified time. See the list of supported date and time formats.
End TimeEnter (map) the end time to watch the time-off requests that end on or before the specified time. See the list of supported date and time formats.
LimitSet the maximum number of time-off requests Integromat should return during one execution cycle.

Search Time Off Requests

Returns a list of time off requests with specified options.

ConnectionEstablish a connection to your BambooHR account.
Start TimeEnter (map) the start time to search the time-off requests that start on or after the specified time. See the list of supported date and time formats.
End TimeEnter (map) the end time to search the time-off requests that end on or after the specified time. See the list of supported date and time formats.
Time Off Request IDSelect or map the Time-off Request ID whose details you want to search.
ActionSelect or map the time-off requests access to search only the requests that match the specified action:
  • View
  • Approve
Employee IDSelect or map the Employee ID to search the specified employee time-off requests.
TypeSelect the time-off request type to search only the request that matches the specified type. For example, Bereavement.
StatusSelect the status of the time-off request to search only the request that matches the specified status. For example, Approved.
LimitSet the maximum number of time-off requests Integromat should return during one execution cycle.

Change a Time Off Request Status

Changes the status of a time-off request in the system. You can use this to approve or deny, or cancel a time-off request. 

ConnectionEstablish a connection to your BambooHR account.
Request IDSelect or map the Request ID whose status you want to change.
StatusSelect or map the status to which you want to update the request:
  • Approved
  • Denied
  • Canceled
NoteEnter the details for updating the request status. 

Other 

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your BambooHR account.
URL

Enter a path relative tohttps://api.bamboohr.com/api/gateway.php/<domain>. For example: /v1/meta/fields.

For the list of available endpoints, refer to the BambooHR API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we've already done that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Company File Categories

The following API call returns all the company file categories from your BambooHR account:

URL:
/v1/files/view

Method:
GET

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Matches of the search can be found in the module's Output under BundleBody > Categories
In our example, 3 categories were returned:

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