BambooHR integration

With the BambooHR integration, employees are added to Epassi automatically and joiners and leavers are updated daily.

By setting up the integration between BambooHR and Epassi you will achieve following:

• All existing employees in your BambooHR account will be added to Epassi.
• Any mutations in BambooHR (on and off-boarding of employees) will automatically be synced with Epassi on a daily basis.

Setting up the integration

The following high level steps need to be completed to set up the integration:

1. Create a BambooHR login for the Epassi integration
2. Create an API key
3. Set up the integration in the Manager Portal

Creating a BambooHR API Key for Integration

The following instructions show how to create a new API key:

1. Log in to Bamboo HR as an administrator
2. In the action menu, go to the Access Levels tab and select "Add a non-employee" (as shown in the example below)
3. You will then be able to enter the first name, last name, birthday and email address of the user
4. After creating the user, you can assign a custom access level
5. When assigning a custom access level, make sure you grant read-only access to at least the following fields
   • Personal section
6. i. First name
7. ii. Last name
8. iii. Email (work or personal; work email is recommended)
9. iv. Birthday
10. b. Job section
11. i. Hire date
12. ii. Original hire date
13. c. Employment status
    • Optional
14. i. Location (required if employees should be grouped by location)
    • Alleo access field (if applicable)

Creating the API Key

Now the non-employee user is created, the next step is to create an API key for the integration.

1. Log in as the non-employee user, this way the API key will only have the same access as the non-employee user you created.
2. Navigate to your profile picture in the top-right corner of your account and select "API Keys." (As show as the example below).

Click “Add a New Key”, The access allowed by each API key is based on the Access Level of the user who generated it.

Click "Show" to show the entire API key.

Copy that value.

Go to the Integrations page in the Manager Portal

Choose 'Add integration'

Choose BambooHR

Follow the instructions in the Manager Portal

Which data is exchanged between BambooHR and Epassi?

The following data will be retrieved per employee:

• First name
• Last Name
• Business email
• Private email (if business email is not available)
• Birthday (if applicable)
• alleo

Optional: selective employee sync

If not all the employees who are in BambooHR need to get access to Epassi (for example, due to employee location or position) a custom field needs to be added.

In order to set up this custom field you need to contact BambooHR customer support, and request the following:

• Add a field called “alleo_access”
• Add the field to the Job tab
• Make the field type boolean (true / false)

Once the field is added, please make sure to set it to TRUE for all employees who need to get access to Epassi (see example image below).

Optional: assigning different budgets

To vary the Epassi budget assigned to employees, add custom field(s) in BambooHR to indicate the budget each employee should receive. See Assigning budget to employees in the Manager Portal to set this up.