The BambooHR integration for HiThrive provides a one-way data sync of employee details from your BambooHR instance to your HiThrive team. BambooHR user data is automatically imported on a nightly basis over an encrypted HTTP connection. Only the fields permissioned (and mapped in HiThrive) are accessed – no other employee details are accessed or saved. This integration also provides single sign-on access for users to access HiThrive (admin, manager reporting, and reward redemption portal) directly from their BambooHR dashboard.
What are the benefits of this integration?
Reduced administrative workload
First, this integration reduces the workload for your HiThrive administrators by automating user creation. New users will be automatically populated in HiThrive from BambooHR. Users can also be deactivated based on data from BambooHR.
Data consistency
Second, the integration eliminates data inconsistency. Users are updated automatically from BambooHR, ensuring that your HiThrive data matches your BambooHR data. This allows your organization to use BambooHR as a single source of truth for user data.
Improved reporting
With more (and more accurate) user data, your HiThrive reporting and administration is also improved.
Please follow the steps below to enable the integration.
Configuring the integration
Creating a Custom Access Level in BambooHR
- In your BambooHR account, please click on the gear icon in the upper right corner of the screen. This will take you to your settings page.
- Select Access Levels from the menu on the left, and click on the Add + button, and select Custom Access Level.
- On the first page that opens, name the Custom Access Level "HiThrive Integration Permissions", click Next Step
- On the second step, What this Access Level Can Do, click on Next Step without changing anything.
- On the third step What this Access Level Can See, set the View Only permissions (you can enable these by clicking the eyeball icon when you hover over each row). This will allow HiThrive specific attributes from BambooHR.
- Please set the permissions under "See About Other Employees" as follows:
Personal > Basic Info, Contact
Job > Hire Date, Original Hire Date, Employment status, Job Information - Under "See About Themselves" choose Yes, Allow access > Full Access
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Click Save and Finish
Creating a non-employee User in BambooHR
- In your BambooHR account, please click on the Gear icon in the upper right corner of the screen. This will take you to your settings page.
- Select Access Levels from the menu on the left. This will show the access levels on your BambooHR account.
- Select the Custom Access Level you created, then select the smaller gear cog with a dropdown arrow. From the menu, select Add a Non-Employee BambooHR User
- Give the non-employee a name (this can be "HiThrive User" and an email that you or someone at your organization has access to, set the Access Level to the Custom level created for this integration (HiThrive Integration Permissions), and hit save.
- Once the user has been created, check the inbox for the account used to make the non-employee user for a welcome email. Follow the steps to create a password for the user. This step is essential, as you must sign in to BambooHR with those user credentials to set up the HiThrive integration!
Linking your Bamboo and HiThrive Accounts
- In the HiThrive admin view, navigate to Integrations under Settings. Select the BambooHR Integration
- To begin linking your BambooHR account to HiThrive enter your BambooHR subdomain address. This can be copied from the address bar when you are logged in to BambooHR. The text just before .bamboohr.com is your subdomain.
This should look like youraccount.bamboohr.com and the portion that you should enter into HiThrive is youraccount - Click Connect BambooHR to continue the authorization process.
- You will be redirected to BambooHR and prompted to login to your BambooHR account. Enter the non-employee User credentials.
- Once you have successfully logged in, BambooHR will redirect you back to the HiThrive admin view with a confirmation message that your BambooHR instance has been configured correctly.
- You’re all set! Please see the last few steps below to map your fields. If this integration requires your attention for any reason, you’ll receive an email from HiThrive prompting you to re-connect your BambooHR instance.
Enable the integration and map fields
Once your integration is activated, you will need to map user profile fields to HiThrive.
- Enable the integration: toggle the integration to on.
- Next to Field Mapping, click Edit.
- Map fields as necessary. At minimum, you must map email address, but you will want to map all fields that apply (Employee Type, start date, birthday, etc.). The fields necessary are unique to your desired program design.
- Click Save Fields.