Ximble & BambooHR: Overview / Management

To learn more about BambooHR, click the image below:

If you have a BambooHR account, and are subscribed to an Advanced plan with Ximble, you can quickly connect the two platforms to sync data easily. To get started, head over the App Center within your Ximble account by hovering over the Settings tab (gear icon), and clicking the App Center button.

Next, locate the BambooHR panel, and click the Connect button.

You'll be required to enter in your BambooHR Sub Domain into the Sub Domain field. This can be located via the URL bar when logged into your BambooHR account.

Simply copy the Sub Domain from the BambooHR account URL, paste it into the Sub Domain field within the Ximble account, then click the Save button.

You will now be required to enter in your email / password combination to complete the connection process, and begin configuring the integration.

Once connected, you'll be presented with a variety of options which will all be covered below. We'll start from the top, and work our way down.

• Sync Approved Time-Off Requests
  • If this option is enabled, all approved Time-Off requests within your BambooHR account will be synced over to your Ximble account. In order to review the synced requests, you'll want to head over to the Requests - Time-Off page within your Ximble account.
    • Enabling this option will disable Ximble's PTO engine to avoid any conflicts.

• Sync Holidays
  • If this option is enabled, any holidays within your BambooHR account will be synced over to your Ximble account. These can be reviewed via Ximble's Settings - Time - Off & Availability - Holidays page. Holidays will be displayed via Ximble's Schedule page, and affect staff members being scheduled on the day of each holiday.

• Sync Staff Data
  • If this option is enabled, staff member data within your BambooHR account will sync over to your Ximble account as soon as the Save button is clicked, and every 60 minutes afterwards. This is a one way sync, so any changes made to staff members within your BambooHR account will also change within your Ximble account every 60 minutes, but not the other way around. If you make changes to staff members within your Ximble account, instead of your BambooHR account, the changes will be overwritten by BambooHR.
    • A User Role must be chosen when this option is enabled. This determines what User Role is assigned to staff members when synced over from your BambooHR account to your Ximble account so make sure you choose the correct User Role to ensure sensitive information isn't shared with the wrong staff members.

• Sync Supervisor Data
  • If this option is enabled, supervisor data within your BambooHR account will be reflected within your Ximble account. This directly affects the Reports To fields within your BambooHR account. For example, if Staff Member A reports to Staff Member B, this will be the same within your Ximble account, but affects the Supervisors field.

• Exclude Staff Pay Rates
  • If this option is enabled, pay rates within your BambooHR account will not be synced over to your Ximble account, and instead be assigned a pay rate of 0.

• Update All Pay Rates For Each User
  • If this option is enabled, the pay rates within your BambooHR account will automatically be mapped to the pay rates for each staff member within your Ximble account.
• Exclude Locations
  • If this option is enabled, locations within your BambooHR account will not be synced over to your Ximble account. Staff members synced from your BambooHR account over to your Ximble account will instead be assigned the default Location within your Ximble account.
• Exclude Positions
  • If this option is enabled, positions (Jobs) within your BambooHR account will not be synced over to your Ximble account. This allows you to configure positions within your Ximble account differently than how it is configured within your BambooHR account.
• Exclude Exempt Staff
  • If this option is enabled, staff members within your BambooHR account that are marked as Exempt will not be synced over to your Ximble account.
• Restrict By Departments
  • If this option is enabled, a list of departments within your BambooHR account will be revealed allowing you to choose which of the departments from the list that should be synced over to your Ximble account.

• Restrict By Position
  • If this option is enabled, a list of positions within your BambooHR account will be revealed allowing you to choose which of the positions from the list that should be synced over to your Ximble account.

• Restrict By Location
  • If this option is enabled, a list of locations within your BambooHR account will be revealed allowing you to choose which of the locations from the list that should be synced over to your Ximble account.

Once everything is configured to your requirements, and you click the Save button, the sync will take place, and will continue to sync automatically every 60 minutes.

IMPORTANT NOTE: It is recommended that the integration be connected using BambooHR administrator credentials to ensure that everything is configured properly.

__________________________________________________________________________________

Hello, Ximble family!

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to Ximble's Ideas page. Your submission can receive votes from other Ximble users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA below to check it out.

Cheers!