To facilitate your account setup, we have created an Integration with BambooHR to allow you to invite your employees to Officevibe through BambooHR. The Daily Sync feature will also remove any employees who are no longer in your BambooHR account, from your Officevibe account.
With the BambooHR integration, you can:
- Add & Remove Employees
- Match Members' emails, Names, Profile Pictures, and Properties.
Note: The integration must be set up by an Administrator of your Officevibe account, and you need to be a full administrator of BambooHR as well.
Important: Choosing to integrate with BamooHR does not create teams nor assigns managers automatically. However, this is something you can achieve manually by following the steps here.
Additionally, the BambooHR integration syncs all employees within your BambooHR account to Officevibe. This includes any contractors and temporary employees.
How to Set up Your BambooHR Integration in Officevibe
1. Activate the Integration
In order to get started, go to your Organization's settings - Integrations (left-hand tab) - click on the Configure button to the right of BambooHR - enter your Organization's name and then click on the login button.
Once you've completed the above step, you'll be required to enter your BambooHR username and password.
2. Add Properties in BambooHR Profiles (optional)
With the BambooHR sync, if the following Properties are set up in the Member's Profile in BambooHR, they will automatically be synced in their Officevibe Member's Profile:
If you want these to sync with Officevibe, ensure that these fields are completed in BambooHR prior to turning on the Daily Sync.
3. Choose how to Activate Members
You can choose to either create Members and invite them after the sync is turned on, at a later date or you can choose to create and invite your Members once the sync is turned on.
Note: All Members in your BambooHR system that have the Active status will be added to Officevibe - there is no way to pick and choose specific Teams of Members with this specific Integration.
4. Turn on the Daily Sync
You are now all set to turn on the Daily Sync. You will need to click on the Save Settings button at the bottom to ensure the sync will then run effectively the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you are able to manually push the sync by clicking on the Start Sync button.
Note: A sync can always be deactivated by clicking on the red Deactivate button at the bottom.