If you use BambooHR as your HRIS, you can configure Culture Amp to import all of your employee data directly. This data can then be used to select employees as survey participants and link demographic information to survey results for detailed analysis.
This is a one-way integration from BambooHR to Culture Amp. Changes made to employee data in Culture Amp will be overridden at the next sync.
As a lot of Culture Amp functionality relies on knowing reporting lines, we have detailed instructions how to add 'Supervisor email' field to your report for BambooHR integration.
Configuring the BambooHR Report
Our integration uses the BambooHR Reports API to pull your employee data into Culture Amp. You should produce a Custom Report in BambooHR that has your required fields. At a minimum you must include (column names shown in
Name: available in the report under the Calculated section. In the report this will appear as the Display Name column.
Work Email: available in the Personal section.
Status: available in the Personal section.
Termination Date: available in the Job section.
WARNING: When you first create a report it will include the
Last Name, First Name field which you will need to remove in favor of using the
Name field that we added earlier.
Please only include the
Employee ID field if you populate it within BambooHR. If you don't use this field in BambooHR, we'll simply use the Bamboo ID of each employee as the Employee ID within Culture Amp in order to match user records across syncs.
Optionally you can include Preferred Name (
preferredName), Date of Birth (
Birth Date) and Start Date (
Hire Date). Date of Birth and Start Date will be used for generating Age and Tenure Demographics. You can also include any other columns you wish to use as demographics. For example,
Some fields include a checkbox for 'Show History'. Please leave this field unchecked as we only want the most up-to-date values, and don't want the history of that data for a person.
Now you can grab the report identifier for your custom report. To get this, access your custom report as normal. In your browser location bar you'll see something like
https://acme.bamboohr.com/reports/report.php?id=123. The Report ID number we need is the
123 at the end.
Creating an API Key
To access the report from Culture Amp, you'll need to create an API key. To create your API Key:
- Login to BambooHR as the user account that you wish to use for the key creation
- Click on the Profile image in the top right corner of the window
- Select API Keys
- Select Add new key
- Copy the value of the API Key created which will be in the form of
NOTE: When creating this API Key, it's a good practice to do this from a user account that only has access to the data fields that you wish to sync with Culture Amp. You'll need to share the custom report with this user too. Please ensure that this user has access to the Personal & Job categories within BambooHR. For more information on creating an API key, please refer to BambooHR Documentation.
Once you have the report configured, you can enter the Subdomain (you can find this in the web address when accessing BambooHR; It's the
http://acme.bamboohr.com), API key and Report ID on the Integrations page.
Adding the Integration in Culture Amp
The integration can be configured in your account via the Integrations page under Account Administration.
In order to get the integration up and running, you will need three pieces of information from your BambooHR account that you created in the prior steps:
- API Key
- Report ID
Syncing your user data
Once you've setup the BambooHR integration, you're now able to sync your user data into Culture Amp, which replaces the old data in Culture Amp with the new data from BambooHR.
- Click Account admin
- On Users page, click Import Users
- Click Sync button
Depending on the number of employees you have, this sync could take anywhere from a couple of seconds to a minute or two.
From here, Culture Amp will step you through the same verification process as if you were uploading users via the Import Users process.
Handling of inactive employees
All employees - active and inactive - will be imported. If an employee has a Termination Date, or a Status of inactive in BambooHR, they will be made inactive in Culture Amp. Any updates to inactive employees, such as a changed end date or any other update to demographic information, will be applied during the sync.
If an employee is active in Culture Amp but not present in your BambooHR report, they will be made inactive in Culture Amp.
The BambooHR sync logic will not cater for the following scenarios as inactive users are ignored during the sync:
- An employee was deactivated with an incorrect termination date and the date was later corrected in BambooHR
- The employee was deactivated with incorrect demographics and the demographics were later corrected in BambooHR
In these situations, the employee in Culture Amp will need to be re-activated, have their data corrected, and deactivated again. Alternatively, the employee in Culture Amp can be re-activated, then a BambooHR sync can be done to update the data and deactivate the employee.