- You need a Pro or Premium account to use this feature
With BambooHR, you can combine all of your HR services into one platform. You can simplify HR with their award-winning solutions for employee databases, reporting, payroll, time monitoring, benefits, hiring and onboarding.
The BambooHR integration
The BambooHR integration makes it easy for you to import your whole employee directory into the TravelPerk platform and manage user accounts, including:
- User provisioning - onboarding and offboarding - from your employee directory
- Auto-filling employee profile information on TravelPerk
- Manual triggers to sync new employees and archive those who left
- Fully automated sync between BambooHR and TravelPerk
- Automated account setup, such as adding Cost Centers and Approval processes
Important information
- If you have SSO enabled for TravelPerk, we recommend turning off Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
- If the user who enabled the integration leaves your company or their account permissions change, the sync will fail. The new user who will manage the integration needs to regenerate the BambooHR API key. Follow the instructions in the Regrenerate your BambooHR API key section of this article.
- To disable the BambooHR integration, follow the instructions on Manage integrations.
- If you have any questions or need assistance with setting up the integration, contact your Account Manager.
1. Enable the BambooHR integration
To integrate BambooHR with TravelPerk, you need to have an account with the right level of access to the fields you want to use. For more information, see Configure a BambooHR account for the TravelPerk integration.
You need to be an Admin on TravelPerk and Admin on BambooHR to enable the integration following these steps:
- Go to Account Settings and select Integrations
- Find the BambooHR integration and click Set up
- Click Enable
- Enter your BambooHR company subdomain and click Authenticate
- Sign in to your BambooHR Admin account
- After signing in, you will have access to the Integration settings and Sync sections, where you can define which data to import and when.
2. Configure the BambooHR integration
After you connect the integration, you will be taken to the page to configure the BambooHR integration within TravelPerk.
- Decide if you want to sync All employees or Selected employees - you can filter Selected employees by Location or Department
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Decide if you want to sync full employee data or select employee details
- Full employee data - all mandatory and optional data will be synced.
- Select employee details - you can select Sex, Date of Birth, Contact number and Line Manager.
- For Line Manager approvals to work correctly, you must select Line Manager and follow the instructions in section 4 at the bottom of this article - Set up Line Manager approvals.
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Decide if you want to enable the Cost Center sync - if Cost Centers don’t exist when syncing, they will be created automatically, and users will be assigned to their specific cost center as reflected in BambooHR.
When selecting the fields that will be used to sync for the cost center we only display the fields we support. At the moment this is limited to list fields with pre-defined values, these list fields must also be standalone and not linked to a table field.
If a field you're looking for doesn't appear, here are some potential reasons why:-
It’s a ListField without pre-defined values.
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It’s a TableField.
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It’s a ListField that is inside or related to a TableField.
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Custom-level access is enabled, and the person who set up the integration doesn't have access to the field.
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Decide if you want to sync Companies - you have the option to automatically assign all employees to their respective Companies. The Company must already be set up in TravelPerk using the exact entity name that is in BambooHR.
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Decide which Travel Policy should be assigned to new employees
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To set up automated approvals:
- If your account was created before the 1st of July 2024, follow the instructions on Set up automated approvals for your HR integration.
- If your account was created after the 1st of July 2024, follow the instructions in section 4 at the bottom of this article - Set up Line Manager approvals.
- Click Save & Sync and the settings will be applied. The first synchronization will happen automatically.
3. Manual sync and turning on Auto Sync
On the BambooHR Integration Settings page, you can choose to Run Manual Sync, which will import the latest data.
Once you are happy with how the manual syncs work, click Turn on Auto sync to enable daily automatic syncs from BambooHR.
If there were any errors during the sync, you can download the XLS log to receive more details.
Synced employees are indicated with the Sync icon on the People page:
4. Set up line manager approvals
If you want to set up automated approvals that send approval requests directly to a traveler's manager, you need to create an approval process following these steps:
- Go to Account Settings
- Under Travel Management, click Approval processes
- Click New approval process
- Under Who should approver their trips?, click the select approver field next to Request approval from and choose Line manager
- Click Create approval process
If a traveler has an approval process assigned, it will always take priority over default approval processes for all travelers.
If the traveler doesn't have a Line Manager assigned the approval request will be sent to the company Admin.
Regenerate your BambooHR API key
If the user that linked TravelPerk to your BambooHR directory leaves your company or their account permission changes, the API key needs to be regenerated.
- Go to Account Settings and select Integrations
- Find the BambooHR integration and click Set up
- At the bottom of the page, click the 3 dots and select Regenerate key
- Sign into your BambooHR account