HR management

BambooHR

28min
with bamboohr modules in make, you can manage the employee, employee files, time offs, time off requests, and job summaries in your bamboohr account to use the bamboohr modules, you must have a bamboohr account you can create an account at bamboohr com/signup https //www bamboohr com/signup/ refer to the bamboohr api documentation https //documentation bamboohr com/reference/ for a list of available endpoints establish the connection with bamboohr in make to establish the connection in make log in to your make account, add a bamboohr module to your {{scenario singular lowercase}} , and click create a connection in the connection type field, select bamboohr openid optional in the connection name field, enter a name for the connection in the subdomain field, enter the subdomain you use to access bamboohr for example, if you access bamboohr at https //mycompany bamboohr com , enter mycompany click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more bamboohr modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build bamboohr {{scenario plural}} after connecting the app, you can perform the following actions employees watch employees watches for added employees connection bamboohr docid\ ebtoblwrvpsarwhtz bdp limit set the maximum number of employees make should return during one execution cycle after filling in the required fields, you will be asked to choose where to start if you select choose manually , the result list will always show the first 500 results therefore, it is necessary to select since specific id watch updated employees watches for newly updated employees connection bamboohr docid\ ebtoblwrvpsarwhtz bdp since indicate a date since which you want to watch updates made to employees type select the type of update you want to watch limit set the maximum number of updated employees make should return during one execution cycle after filling in the required fields, you will be asked to choose where to start if you select choose manually , the result list will always show the first 500 results therefore, it is necessary to select since specific id list employees returns a list of employees connection bamboohr docid\ ebtoblwrvpsarwhtz bdp limit set the maximum number of employees make should return during one execution cycle list updated employees lists all updated employees since a specified date connection bamboohr docid\ ebtoblwrvpsarwhtz bdp since indicate a date since which you want to list updates made to employees type select the type of update you want to list limit set the maximum number of updated employees make should return during one execution cycle request a custom report requests a custom report that includes employees connection bamboohr docid\ ebtoblwrvpsarwhtz bdp only current employees select or map if you want to include data of future dated employees to a custom report fields select or map fields of the custom report you want to get limit set the maximum number of custom reports make should return during one execution cycle get an employee returns employee data by specifying a set of fields connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose details you want to retrieve fields select or map the fields you want to include in the employee details create an employee adds a new employee connection bamboohr docid\ ebtoblwrvpsarwhtz bdp synced with trax payroll select whether you want to create a trax payroll employee first name enter (map) the employee's first name last name enter (map) the employee's last name employee number enter (map) the employee's number date of birth enter the employee's date of birth ssn enter the employee's social security number gender select or map the employee's gender for example, male marital status select or map the employee's marital status for example, single hire date enter the date on which the employee was hired for the job address enter the employee's address city enter the city name state enter the state name country enter the country name employment status select or map the employment status of the employee exempt select whether the employee is exempted from taxes pay type select or map the employee pay type for example, hourly , weekly pay rate select or map the employee pay rate in us dollars for example, if you have selected pay type as hourly then enter the employee's hourly rate pay per select or map the frequency of payment to the employee for example, monthly location select or map the employee location department select or map the department to which the employee belongs to for example, human resources division enter (map) the division to which the employee belongs to for example, europe update an employee updates a specified employee connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose details you want to update synced with trax payroll select whether you want to create a trax payroll employee first name enter (map) the employee's first name last name enter (map) the employee's last name employee number enter (map) the employee's number date of birth enter the employee's date of birth ssn enter the employee's social security number gender select or map the employee's gender for example, male marital status select or map the employee's marital status for example, single hire date enter the date on which the employee was hired for the job address enter the employee's address city enter the city name state enter the state name country enter the country name employment status select or map the employment status of the employee exempt select whether the employee is exempted from taxes pay type select or map the employee pay type for example, hourly , weekly pay rate select or map the employee pay rate in us dollars for example, if you have selected pay type as hourly then enter the employee's hourly rate pay per select or map the period of payment to the employee for example, monthly location select or map the employee location department select or map the department to which the employee belongs to for example, human resources division enter (map) the division to which the employee belongs for example, europe employee files list employee files returns a list of employee files connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose files you want to list limit set the maximum number of files make should return during one execution cycle download an employee file returns a specified employee file connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose files you want to download file id select or map the file id you want to download upload an employee file creates an employee file connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose files you want to list file name enter the file name including the file extension for example, test txt file enter or map the file data share with employee select the checkbox if you want to share the file with an employee update an employee file updates a specified employee file connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose file you want to update file id select or map the file id whose details you want to update share with employee select the checkbox if you want to share the file with an employee category id select or map the category id to which the file belongs to name enter a new name for the file delete an employee file deletes a specified employee file connection bamboohr docid\ ebtoblwrvpsarwhtz bdp employee id select or map the employee id whose file you want to delete file id select or map the file id whose details you want to delete time offs watch time offs watches for newly created time offs for the specified time boundaries connection bamboohr docid\ ebtoblwrvpsarwhtz bdp start time enter (map) the start time to watch the time offs that match the specified time end time enter (map) the end time to watch the time offs that match the specified time limit set the maximum number of time offs make should return during one execution cycle get summary of who's out returns a list, sorted by date of employees who will be out and company holidays for a period of time connection bamboohr docid\ ebtoblwrvpsarwhtz bdp start time enter (map) the start time of the employee off or holiday whose details you want to retrieve end time enter (map) the end time of the employee off or holiday whose details you want to retrieve limit set the maximum number of employee time offs or holidays make should return during one execution cycle time off requests watch time off requests watches for newly created time off requests which can be approved by you connection bamboohr docid\ ebtoblwrvpsarwhtz bdp start time enter (map) the start time to watch the time off requests that start on or after the specified time end time enter (map) the end time to watch the time off requests that end on or before the specified time limit set the maximum number of time off requests make should return during one execution cycle search time off requests returns a list of time off requests with specified options connection bamboohr docid\ ebtoblwrvpsarwhtz bdp start time enter (map) the start time to search the time off requests that start on or after the specified time end time enter (map) the end time to search the time off requests that end on or after the specified time time off request id select or map the time off request id whose details you want to search action select or map the time off requests access to search only the requests that match the specified action view approve employee id select or map the employee id to search the specified employee time off requests type select the time off request type to search only the request that matches the specified type for example, bereavement status select the status of the time off request to search only the request that matches the specified status for example, approved limit set the maximum number of time off requests make should return during one execution cycle change a time off request status changes the status of a time off request in the system you can use this to approve or deny, or cancel a time off request connection bamboohr docid\ ebtoblwrvpsarwhtz bdp request id select or map the request id whose status you want to change status select or map the status to which you want to update the request approved denied canceled note enter the details for updating the request status job summaries watch job summaries watches for newly created job summaries connection bamboohr docid\ ebtoblwrvpsarwhtz bdp limit set the maximum number of job summaries make should return during one execution cycle status select the status of job summaries that you want to watch other make an api call performs an arbitrary authorized api call connection bamboohr docid\ ebtoblwrvpsarwhtz bdp url enter a path relative to https //api bamboohr com/api/gateway php/\<domain> for example /v1/meta/fields note for the list of available endpoints, refer to the bamboohr api documentation method select the http method you want to use get to retrieve information for an entry post to create a new entry put to update/replace an existing entry patch to make a partial entry update delete to delete an entry headers enter the desired request headers you don't have to add authorization headers; we've already done that for you query string enter the request query string body enter the body content for your api call for the list of available endpoints, refer to the bamboohr api documentation https //www bamboohr com/api/documentation/ example of use list company file categories the following api call returns all the company file categories from your bamboohr account url /v1/files/view method get matches of the search can be found in the module's output under bundle > body > categories in our example, 3 categories were returned