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BambooHR: Automating your starters and leavers

Learn how to integrate BambooHR with Perkbox to automate joiners/leavers and reduce manual admin.

Updated over 2 weeks ago

Our BambooHR integration automates joiners and leavers in a few simple steps – saving you time and taking the heavy lifting out of user management.

Before you get started, here are a few things to consider:

  • Departments – Employees will be auto-allocated into their teams on the Perkbox platform.

  • All 'active' people on BambooHR will be added to Perkbox We don’t automatically filter out users by employment status (e.g. contractors) or region. If you use an additional system like Okta or Microsoft Azure with BambooHR, filtering may be possible — please speak to your IT team.

  • Access level – You may need the highest BambooHR admin access level to integrate – without it, the setup may not work.


Step one – Generate API Key in BambooHR

  • Log in to your BambooHR instance as an admin user

  • Click your name in the upper right-hand corner of the BambooHR console

  • Select API Keys from the menu

  • Select Add New Key

  • Give your key a descriptive name such as 'perkbox.com' and select Generate Key

  • Select Copy Key and save this API key, which you'll upload in the next step


Step two – Upload BambooHR API Key and Subdomain

Note: You will be able to upload your API Key from the Perkbox platform itself.

  • Upload the API key you generated in your last step, along with your company's BambooHR subdomain

  • If you access BambooHR at https://mycompany.bamboohr.com, then the subdomain is 'mycompany'


Step three – Confirmation

Once you have integrated BambooHR, all employees who have never been added to Perkbox will receive their welcome emails immediately.

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