How to integrate Ximble with BambooHR

Once you click on that option, you’ll be taken to the page which lists all the available 3^rd party apps that integrate with Ximble. One of the options on that page will be “BambooHR”.You’ll have to enter your BambooHR domain and click the connect button. 

When you click on it, you’ll be taken to the BambooHR widget screen that will allow you to configure the integration.

Here you’ll be presented options to select the type of data you wish to sync. You can:

• Sync approved time off requests – This option will instruct the system to pull approved time off requests from BambooHR into Ximble. It will also allow you to include approved PTO hours from BambooHR into a payroll report on our end.
• Sync holidays – By enabling this feature, the system will synchronize the holiday information you have configured in BambooHR into Ximble.
• Sync employee data – If you want to sync your user profiles from BambooHR into Ximble, you can do so by enabling this option. Once you do that, and you save this widget, the system will re-sync your user data every 60 minutes. This is a one-way synchronization, so any changes you make to user profiles in BambooHR will be transferred into Ximble within 60 minutes, but not vice versa. Any changes made through Ximble may be overwritten by data from BambooHR. In addition to syncing employee profiles, you can also choose to include or filter this data by the following parameters:
  • Exclude employee pay rates – This option allows you to instruct the system not to synchronize the pay rate information. In that case, your employees will be simply assigned with a 0 pay rate in Ximble.
  • Exclude locations – By enabling this option, you can choose to create locations with different names than those you have in BambooHR and organize your employees across such locations, if needed. In case you enable this, all new additions through BambooHR will be synced with a default location in Ximble, until manually re-assigned later on.
  • Exclude positions – You can choose to exclude your employees’ jobs and positions from BambooHR and organize their position data differently in Ximble.
  • Restrict by departments – If you need to sync only a specific group of employees from one or multiple departments, then you can select this option. Once you save the widget setting, the system will show you a list of departments so you can select which departments exactly to sync.
  • Restrict by position- If you need to sync only a specific group of employees from one or multiple positions, then you can select this option. Once you save the widget setting, the system will show you a list of positions so you can select which group of employees exactly to sync.