Importing Employees from BambooHR
Once you have added new employees to BambooHR, you can use the Import function to import these into Buddy.
First-Time Import for Pre-Existing Employees
If you are setting up your Buddy account for the first time and importing employees from BambooHR, you will need to take an additional step before the import.
From the BambooHR Integrations Settings, change the Salary Details' Effective Date mapping to the Engagement Date.
Once you have imported the employees (following the instructions below), change the mapping back to the Effective Date for future resyncs.
This is required as the BambooHR integration has a few limitations in which older salaries cannot be imported into Buddy. Taking this step ensures that entitlements such as leave and bonus are calculated correctly from the engagement date rather than the effective date only.
Moreover, if some employees had their employment status updated (e.g. part-time to full-time or vice-versa), this might require manual input on Buddy to ensure an effective and correct history.
How to Import from BambooHR
- Go to People
- Press Import Employees at the bottom right
Screenshot outlining Import Employees Button
- Select where to import from; in this case BambooHR
- Once BambooHR has been selected, you will be given a list of employees to Import or Ignore
- Select the employees you need to import or the "Select All" option
- Scroll down and press Import Employees.
Screenshot outlining Ignore and Import Employees Buttons
Once this is done, the selected employees will be imported to your company on Buddy and the following message will come up:
Screenshot outlining Import Employees Successfully
Imported Employees with Missing Details
The People page will then refresh to show you the newly imported employees, like in the below screenshot. It is important to note that you might have warnings next to the employees that have missing information or if some data fields were matched with the wrong parameters during the Configuration of Settings with BambooHR.
Screenshot of Imported Employees; yellow button means incomplete details
Ignore Employees
As you noted, there is also an ignore button. When employees are ignored, they will no longer appear on the list for importation, whereas those that are neither imported nor ignored will continue to appear.
For instance, if your BambooHR account is shared by other companies, you would need to ignore the employees that will not be imported into Buddy.