With MakeShift’s integration with BambooHR, employees can be imported from BambooHR, and their HR information will be synced into MakeShift. This eliminates the need to do manual, duplicate entry of employee information.
An active account for both MakeShift and BambooHR must be set up, and a Company Admin in MakeShift has the permissions to set up the integration.
This integration is a one-way sync of employee information, from BambooHR to MakeShift. This maintains all employee information entered in BambooHR as the system of record. Any changes made to this information will automatically be synced in MakeShift.
MakeShift syncs the following user information from BambooHR:
- First Name
- Middle Name
- Last Name
- Employee ID (this is the identifying field for the integration)
- Best Email
- Work Phone
- Hire Date
A Company Administrator in MakeShift must log in, and under their profile, select ‘Integrations’.
You will see the supported Integrations, and within the BambooHR section, enter your company’s BambooHR domain. This will be something like companyname.bamboohr.com
Once you successfully enter your information, you are taken to a login screen within BambooHR. Once you enter your login credentials, you will be successfully authenticated, and will see an API key set.
The two systems are now integrated.
To manage your staff, go to the Users tab in the main nav. Here, you will see a tab for Users, Active and Archived.
The Users tab will show you all your staff from BambooHR that can be imported into MakeShift. You must import your users before you can start scheduling. To import your employees, select multiple employees, or all, and click ‘Import’.
All users that are successfully synced will be shown in the ‘Active’ tab. If there was an error with importing employees, due to an invalid field, an error message will be displayed.
Once an employee is synced into MakeShift, anytime a change is made in BambooHR to one of the fields we sync, it will automatically be updated in MakeShift.
All information synced from BambooHR is read-only in MakeShift. This prevents administrators and employees from updating information in MakeShift that will immediately be overwritten by BambooHR. As BambooHR is the system of record, users are instructed to make any changes to their profile information in BambooHR.