Prepare BambooHR for the Perk integration

Only available for Premium and Pro accounts.
Only account admins can perform this task.

To integrate BambooHR with Perk, you must have an account with the right level of access to the fields you want to use. You may have to:

  • Configure a new access level.
  • Enable access to the company directory at that level.
  • Add the account you will use to connect to that access level.

Once you have configured your BambooHR account, you can integrate BambooHR with Perk. For more information, see Integrate BambooHR with Perk.

 

Types of BambooHR users

There are four types of users on a BambooHR account.

  • Administrators: Can view and edit everything.
  • Managers: Can view information from their direct and indirect reports, except for specific fields, like social security numbers and pay rates. They cannot edit this information.
  • Employees: Can only view their own information, such as benefits and training details.
  • Custom access: Can see and edit information for some or all employees.

It is recommended to use a custom access user for the integration, but you can also use an administrator.

 

1. Configuring a new access level

This only needs to be completed once for one user. If you decide to use an administrator, the following steps are not necessary.

  1. Sign in to BambooHR, and in the top right corner, click Settings.

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  2. In the Settings menu, select Access Levels.

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  3. On the Levels menu, click the New Access Level button and select Custom Access Level.

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  4. Enter PerkIntegration as the Access Level Name, add a description, and then click Next Step.

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  5. On the What this Access Level Can Do page, do not make any changes and click Next Step.
  6. Make sure that this access level has access to the fields you have configured in the BambooHR Perk integration. It is recommended to allow access to all fields in the Personal and Job tabs.

  7. To modify access, go to the All Fields are set to No Access link and change it to View Only. Make sure to allow access to the following fields to avoid any issues:

    Personal

    - First Name
    - Last Name
    - Birth Date
    - Gender
    - Status
    - Work Email

    Job

    - Hire Date
    - Cost Object
    - Department
    - Manager

    Screenshot_2019-12-05_at_11.24.23.png

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  8. Click Save Access Level.

Note: You can follow the same process to enable access to custom fields or tables in your BambooHR account.

 

2. Enabling company directory access to an access level

  1. Go to Settings and select Company Directory.

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  2. Ensure the Company Directory is enabled, then select the desired access level from the Can be seen by dropdown to provide access.

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  3. Make sure that Department, Division, Location, Manager, Mobile Phone, Work Email, Work Ext., and Work Phone are selected.

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  4. Click Save Changes.

 

3. Adding a user to an access level

Now that you have created a new access level, you need to assign it to the user account that will be used to configure the Perk BambooHR integration.

  1. Go to Settings > Access Levels, and click the Access Level you have just created. It will have no users assigned.

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  2. Click the Add Employees button and add the people that will be part of this access level, moving them to the Selected employees list on the right.
  3. Click Save.

 

4. Integrate BambooHR with Perk

Follow the instructions on Integrate BambooHR with Perk.

 

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