{"id":3386,"date":"2024-05-21T11:14:24","date_gmt":"2024-05-21T10:14:24","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=3386"},"modified":"2024-05-21T11:14:24","modified_gmt":"2024-05-21T10:14:24","slug":"setting-up-bamboohr-integration","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/setting-up-bamboohr-integration\/","title":{"rendered":"Setting Up BambooHR Integration"},"content":{"rendered":"<p><strong>Our BambooHR integration enables you to sync your employee data with My.Drewberry. This is an automatic process, saving you the time and effort of manually uploading data.<\/strong><\/p>\n<p>Before integrating BambooHR with My.Drewberry, see how it works to make sure it fits your vision for managing data in My.Drewberry.<\/p>\n<h2>Check Your Employee Data<\/h2>\n<p>Prior to starting the integration, check your employee data is up to date in BambooHR.<\/p>\n<p>This includes:<\/p>\n<ul>\n<li>Employment Start Date<\/li>\n<li>Name<\/li>\n<li>Address<\/li>\n<li>Date of Birth<\/li>\n<li>Gender<\/li>\n<li>Salary<\/li>\n<li>Location\/Site<\/li>\n<li>Employee Type<\/li>\n<li>End Date.<\/li>\n<\/ul>\n<p>If you have more niche categories you wish to sync, such as a specific type of employee, we can limit the data we retrieve based on these filters when we set up integration.<\/p>\n<p><img class=\"alignnone size-full wp-image-3260\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-Sync-Filter-Intro.png\" alt=\"\" width=\"1862\" height=\"938\" \/><\/p>\n<h2>How Does BambooHR Integration Work?<\/h2>\n<p>The integration will:<\/p>\n<ul>\n<li>Update any employees who currently exist in data from BambooHR as per the data fields included above<\/li>\n<li>Add any employees who are in BambooHR, but not in My.Drewberry based on the People Sync filter<\/li>\n<li>Move any employees past their end date to the leavers section and trigger the removal of these individuals from their benefits.<\/li>\n<\/ul>\n<p>Once integrated, any changes made in BambooHR override any changes manually made on My.Drewberry.<\/p>\n<h2>New Joiners From BambooHR<\/h2>\n<p>When configuring your My.Drewberry platform, we select an employee category to enrol employees into the benefits they\u2019re eligible for. This feature is unique to My.Drewberry, which means it\u2019s not set when new joiners are added to the platform via HRIS sync.<\/p>\n<p>After adding a new joiner, you\u2019ll receive a task to add them to the correct employee category in My.Drewberry. See the <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-to-manage-employee-no-category-task\/\">No Employee Category<\/a> guide on the hub for more details.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3261\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set.png\" alt=\"\" width=\"1024\" height=\"626\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-768x470.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-480x293.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-553x338.png 553w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-580x355.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-466x285.png 466w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2>Connecting BambooHR To My.Drewberry<\/h2>\n<p>Integrating BambooHR with My.Drewberry couldn\u2019t be easier. See it in action below \ud83e\udd29<\/p>\n<h3>1. Go To The \u201cManage Employees\u201d Tab In The Admin Centre<\/h3>\n<p>Click the \u201cIntegrate HRIS\u201d icon to access the integration tool.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3262\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon.png\" alt=\"\" width=\"1536\" height=\"406\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-300x79.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-1024x271.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-768x203.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-480x127.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-730x193.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-580x153.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-665x176.png 665w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><strong>NOTE<\/strong>: You can only complete integration if you have Full Admin permissions.<\/p>\n<h3>2. Ensure Your People Sync Settings Are Correct<\/h3>\n<p>If there is a specific location or type of employee you want to sync, our People Sync function enables the data to be filtered from BambooHR. By specifying the type of employee, for example, we\u2019ll limit the data we gather to those specific categories.<\/p>\n<p><strong>NOTE<\/strong>: If you leave the People Sync blank, all employees from BambooHR will sync.<\/p>\n<p><img class=\"alignnone size-full wp-image-3260\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-Sync-Filter-Intro.png\" alt=\"\" width=\"1862\" height=\"938\" \/><\/p>\n<h3>3. Add New Integration<\/h3>\n<p>Happy with your People Sync settings? Click \u201cAdd New\u201d to begin the integration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3263\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration.png\" alt=\"\" width=\"1024\" height=\"298\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-300x87.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-768x224.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-480x140.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-730x212.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-580x169.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-665x194.png 665w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>4. Search For The BambooHR Integration<\/h3>\n<p>From the list of integrations, search for BambooHR. You will be prompted to add a Subdomain and an API Key.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3391\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration.png\" alt=\"\" width=\"1840\" height=\"1324\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration.png 1840w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-300x216.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-1024x737.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-768x553.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-1536x1105.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-480x345.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-470x338.png 470w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-563x405.png 563w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-396x285.png 396w\" sizes=\"auto, (max-width: 1840px) 100vw, 1840px\" \/><\/p>\n<h3>5. Head To BambooHR<\/h3>\n<p>You can find the API Key and Subdomain in your BambooHR account.<\/p>\n<h4>Finding Your Subdomain<\/h4>\n<p>The subdomain can be found within the URL you use to log into BambooHR. For example, if your address is https:\/\/my.drewberry.bamboohr.com, the subdomain is &#8220;my.drewberry&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3396\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain.png\" alt=\"\" width=\"621\" height=\"431\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain.png 621w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain-300x208.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain-480x333.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain-487x338.png 487w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain-580x403.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/BambooHR-Subdomain-411x285.png 411w\" sizes=\"auto, (max-width: 621px) 100vw, 621px\" \/><\/p>\n<h4>Finding The API Key<\/h4>\n<p>To get the key, click your name in the top right corner of your Bamboo account. Go to \u201cAPI Keys\u201d and select add new key. Copy the key and click done. Keep the key safe, as you&#8217;ll need it for the next step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3393\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings.png\" alt=\"\" width=\"1176\" height=\"1030\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings.png 1176w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-300x263.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-1024x897.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-768x673.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-480x420.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-386x338.png 386w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-462x405.png 462w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Api-Keys-Settings-325x285.png 325w\" sizes=\"auto, (max-width: 1176px) 100vw, 1176px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3404\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1.png\" alt=\"\" width=\"1340\" height=\"413\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1.png 1340w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-300x92.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-1024x316.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-768x237.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-480x148.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-730x225.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-580x179.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Add-New-API-Key-1-665x205.png 665w\" sizes=\"auto, (max-width: 1340px) 100vw, 1340px\" \/><\/p>\n<h3>6. Integrate With My.Drewberry<\/h3>\n<p>Back on My.Drewberry, fill in the Subdomain and API Key fields. Make sure to click \u201cSave\u201d. This integrates BambooHR with My.Drewberry.<\/p>\n<h2>How To Know The Integration Is Set Up<\/h2>\n<p>You can see if you\u2019ve successfully connected your BambooHR account to My.Drewberry on the platforms integration page. See the screenshot below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3390\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy.png\" alt=\"\" width=\"661\" height=\"560\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy.png 661w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy-300x254.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy-480x407.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy-399x338.png 399w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy-478x405.png 478w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Bamboo-HR-Integration-copy-336x285.png 336w\" sizes=\"auto, (max-width: 661px) 100vw, 661px\" \/><\/p>\n<h2>After Setting Up The Integration<\/h2>\n<p>Your employee data syncs every afternoon at 15:00 (BST). BambooHR will become your source of truth for your core employee data.<\/p>\n<p>If you make changes in My.Drewberry to any of the information we sync to our platform, it is overwritten by the data in BambooHR the next day.<\/p>\n<h2>How To Disable Your Integration<\/h2>\n<p>It\u2019s easy to disable your integration. Go to the integration section in My.Drewberry under \u201cManage Employees\u201d and click \u201cManage\u201d. You can disable the connection here.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our BambooHR integration enables you to sync your employee data with My.Drewberry. This is an automatic process, saving you the time and effort of manually uploading data. Before integrating BambooHR with My.Drewberry, see how it works to make sure it fits your vision for managing data in My.Drewberry. Check Your Employee Data Prior to starting &#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[],"class_list":["post-3386","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3386","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=3386"}],"version-history":[{"count":18,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3386\/revisions"}],"predecessor-version":[{"id":3561,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3386\/revisions\/3561"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=3386"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=3386"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=3386"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}