Small Improvements does not support loops in the reporting structure. ![]() If this is a lower number than your staff in BambooHR, then there’s a problem with that key. When you push the “Test Connection” button we will display how many BambooHR users the current API key has access to.Another solution, if you’d like to avoid the separate account route, is to create a new API key in BambooHR for a different administrator, paste it into SI, and re-run the synchronization.You can provide this account with full admin privileges and sync the account to Small Improvements. An example is setting up an hr account and setting up this account as the administrator in BambooHR.The reason being, if you set up the integration and API key for an admin in BambooHR who is later deactivated/terminated, you’ll have to generate a new API key to have the sync continue to run. We recommend setting up an entirely new user account in BambooHR to run the integration. It is recommended to double-check and update each user to ensure their work email field is updated in BambooHR and not the home email field. There is a “home” email field in Bamboo available, so if the email is listed there we won’t sync this information. To recognize and update users, we pull from the work email field in Bamboo. Deactivated/terminated employees should retain their ID and it should never be used for new employees if you’re using the BambooHR integration with Small Improvements.Create a brand new ID for each new employee.Ideally, you’ll create a brand new employee ID when you onboard your new employee and this ID will be used to locate their record moving forward. If the employee ID in BambooHR does not match the employee ID for the employee in Small Improvements, there will be issues syncing both the system’s records of this user.ĭue to this, recycling old employee IDs in BambooHR and Small Improvements by giving an old employee ID to a new employee is strongly discouraged. Small Improvements and BambooHR use two essential fields to recognize users – the employee’s email address and their unique employee ID. ![]() Best practices Employee IDs in BambooHR and Small Improvements Note that when the sync runs again, those edits may be overwritten by the data imported from BambooHR. With the automatic sync disabled, you can make manual edits to your employee records. You’ll find the keys and the create-button in your “User” menu in BambooHR: You can generate BambooHR API keys only if you’re a BambooHR administrator. You connect the systems by creating an API key in BambooHR from the user you want to use and storing that key in Small Improvements. If available we also load the fields job title, preferred name, location and id.It’s vital that this administrator has full access to all the users you want to synchronize, including core fields like first name, last name, work email, active-status, gender, supervisor, and hiring date.Basically, you tell Small Improvements to log in on behalf of an administrator in BambooHR. We’re assuming you already have both a BambooHR and a Small Improvements account and are an administrator in both systems.įirst, you need to give Small Improvements access to your BambooHR system. Setting up the integration is fairly straightforward. Please note: if you elect to have your users synchronized with Bamboo, many user fields are “controlled” by this sync and cannot be updated within your Small Improvements account any longer : The other aspect is that you can also “stream” SI data into the BambooHR user interface, making performance review and objectives data easily accessible to BambooHR users. ![]() The most useful one is that you can synchronize BambooHR staff data into Small Improvements automatically.You can also view past review and objectives information on a user profile within Bamboo, though only as a reference. It hugely streamlines your administrative process when you don’t have to worry about making manager updates or adding new hires to your performance management process. You can check out the BambooHR website for in-depth coverage of features and capabilities. This is just a very brief overview of BambooHR. Some of the core features of BambooHR include employee record keeping, PTO/leave tracking, benefits tracking, reporting, and much more. BambooHR is a full HRIS, and by using our integration, you can use both systems together to maximize your efficiency. While Small Improvements lets you manage basics like name, department, and reporting structure, it’s not a fully-fledged employee database. The primary benefit of this connection is that you are able to import your high-level employee information, plus reporting structure, directly into your Small Improvements account. Small Improvements and BambooHR HRIS can be integrated within a matter of minutes.
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