Overview
Follow the below process to integrate BambooHR with your Torii environment.
Prerequisites
- Account with BambooHR
- To use the BambooHR API, you need to have permissions and be authenticated as if a real user was using the software.
Make sure you have access to the following fields, which are synchronized to Torii:
- First Name , Last Name, Work Email, Status (Active/Inactive), Job Title
Preferred Name, Employee ID - Department, Division
- Location
- User Manager
- Hire Date, Termination Date, Effective Date
- City, State, Country, Zip Code
For syncing user offboarding-related attributes in real-time and using App event workflow trigger:
1. A user who connected the integration must have access to the fields:
- Status
- Employment history status
- Hire date
- Termination date
2. A user who connected the integration must have only one access level level. Access levels in BambooHR are managed in Settings / Access Levels.
The Process
A. Generate an API Key
B. Integrate BambooHR in Torii using the API & the URL used to access your
BambooHR Account
C. Update the User Lifecycle settings
A. Generate an API Key
- Log in to BambooHR Environment.
- In the upper right corner, click on the BambooHR Logo and select API Keys
- Click the Add New Key button:
- Provide a name to the API Key
- Click “Generate Key”
- Copy the key
B. Integrate BambooHR in Torii
In the Torii Admin Console (or via a connect link provided by the Torii Admin), Click on Integrations (7) >> BambooHR (8) >> Connect (9)
Enter your BambooHR URL (ie: https://subdomain.bamboohr.com ), your API Key and click Connect (10, 11)
C. Update the User Lifecycle settings
Now, to ensure you get the user lifecycle information in Torii, define the BambooHR as your Human resource management system.
12. Under Settings >> User Lifecycle, click the Edit button to review the options.
13. Select BambooHR
14. In case BambooHR is your only source for user management, make sure to
uncheck Azure and Google workspace
15. Click Preview changes
16. Apply changes
On the next scheduled sync, the users' statuses will be reflected in Torii