Accountability now offers the ability to auto populate employee timesheets or leave requests when time off requests are created in Bamboo HR.
Integration Set Up Options:
1. Navigate to Set Up Files > Set Up Options and click on API Integrations
2. Define the integration method by clicking on the drop-down menu. Two available options are:
- Timesheets – this method will create a timesheet entry in Accountability for each time off request created in Bamboo HR
- Leave Requests - this method will create a leave request entry in Accountability for each time off request created in Bamboo HR
Note: The integration method is locked after the first record is created.
3. Enter integration details:
- Bamboo HR instance URL (usually in the format shown below – insert your company’s Bamboo HR URL in the bolded example below.. https://api.bamboohr.com/api/gateway.php/yourbamboohrurl/v1/
- Bamboo HR User Name (the name you use to log into Bamboo HR)
- API Token – see notes below
- Email Address(es) - separated by semicolons (;) – see notes below
The user specified in the User Name field must have adequate privileges in order for Accountability to retrieve the appropriate data from Bamboo HR. This includes access to all People in Bamboo HR as well as the ability to see all time off data in Bamboo HR.
The API Token is generated from Bamboo HR and is copied over to the configuration screen in Accountability. To learn more about generating an API token, visit Bamboo HR’s API site.
Email address(es) are used to notify the agency personnel of any errors with the data integration.
Bamboo HR Job Mapping
If the Timesheets integration method is selected, agencies must set default time off types to specific job numbers at the company or office level.
To map Bamboo HR time off types to a job, click Job Mapping from the configuration window.
Enter Time Off Type and Job Number. Leave the Office field blank to set default mapping at the company level.
Create additional lines, if needed, to map to different jobs by office.
Mapping Time Off Types
If using the Leave Requests integration method, you will need to map Time Off Types from Bamboo HR to Accountability.
Navigate to Master Files > Employees. Click on Leave Types from the top right corner.
Enter the Time Type as defined in Bamboo HR in the Leave Type Description column.
Leave entitlement can be set at the company, office or employee level. To set entitlements at the company or office level, click on the standard settings icon for the specific leave type. To manage entitlements at the employee level, click on the employee settings icon. More information regarding entitlements at the employee level can be found here.
Employees
The people/employees in Bamboo HR are linked to the Employee record in Accountability by their email address – set the Bamboo HR ‘work email’ address for each person to match their email address set up in Accountability.
How does the integration work?
Every hour, on the hour – Accountability reaches out to Bamboo HR to identify any new, changed or deleted time off requests – it then creates, updates, or deletes the corresponding data record in Accountability depending on the integration method chosen (timesheets or leave requests) as outlined above.
If any data mapping issues are found, Accountability will send an email detailing the mapping corrections to be made - so that the unmapped data can addressed within the next hourly cycle - to the email addresses set up on the configuration screen.