This article is intended for administrators.
- π§π»βπ» Setting up the synchronization
- π The synchronized information
- βοΈ Effects on Elevo functionalities
- π€ Create a BambooHR integration API key
- π πΌ Do not synchronize some employees
Elevo can connect directly to BambooHR and synchronize users automatically.
π§π»βπ» Setting up the synchronization
π‘ Please note that we advise you to create an integration key (BambooHR help article + below section "π€ Create a BambooHR integration API key")
To activate this synchronization, you must provide Elevo support (support@elevo.io):
- a BambooHR API Key. To generate this key please follow the instructions on the BambooHR support page.
- your BambooHR sub-domain, this is the URL to connect to your BambooHR account (e.g., https://elevo.bamboohr.com/)
π The synchronized information
Elevo profile fields | BambooHR fields |
First name | firstName |
Last name | lastName |
Job title | jobName |
contactEmail | |
Registration number | contractId |
Manager | managerContractId |
Work start date | startDate |
π‘ Please note that it is possible to create custom additional text fields in the employee profiles and synchronize them with other fields available on BambooHR. Contact Customer Success or Support (support@elevo.io) to find out more.
βοΈ Effects on Elevo functionalities
Synchronizing users automatically modifies certain Elevo behaviors and functionalities:
- It is no longer possible to modify the profile attributes of synchronized users from within Elevo,
- Users added to your HRIS are automatically added to Elevo,
- Users deleted from your HRIS will be automatically suspended from Elevo.
π€ Create a BambooHR integration API key
Step 1οΈβ£: Create a restricted access level.
1. Go to your company settings
2. Click on "Access level" then "Custom access level".
3. Name this access level "Users directory read-only".
4. Do not select anything on the next step "What Can People with this Access Level Do?" and click on "Next step".
5. On step 3 "What people with this level can see" activate "See only" for the fields to be synchronized with Elevo, with at least:
Staff
- Basic info: "# Employee", "Status", "First name", "Middle name", "Last name", and "Preferred name
- Contact: "Email at Work".
Employment
- Job: "Date of hire", "Date of initial hire", "Job title", "Department", "Division", "Location", "Relates to" and "Direct reports"
6. Click Save and Finish.
Step 2οΈβ£: Creating a non-employee user
1. On the previous screen select the new Access Level created in the "Levels" column.
Then "Add a non-employee user to Bamboo HR" in the gear menu on the top right
2. You can call this employee "Elevo Integration",
Make sure you have access to the email you are using as you will need to log in with that profile to create the API Key.
3. You can now log in with this new user and create the API Key.
π πΌ Do not synchronize some employees
If you wish to exclude certain employees from synchronization with Elevo, here are the steps to follow
Step 1οΈβ£: Create a dedicated information field
You need to ask BambooHR support to create new info fields for users (BambooHR help article for reference). Create a request on the media π link, with the following text :
"Hello,
I would like to add a checkbox in the employee profile to control if I want to sync them with our performance review tool Elevo.
- Storage Type: Field
- Type of Field: Checkbox
- Name of the Field: "Do not synchronize with Elevo"
- API name for the Field: skip_elevo_sync
- Desired storage location for the Field: Personal"
Step 2οΈβ£: Change the profile of the employees to be excluded from the sync.
In the profile of each employee to exclude from the sync, check the box on the field you added: "Do not synchronize with Elevo".
Step 3οΈβ£: Inform Elevo support.
Inform support@elevo.io that you do not wish to synchronize all users on Elevo. If you chose a different Code than skip_elevo_sync in step 1, you must inform us.