As an administrator of your company’s Peakon account, you are able to connect Peakon to BambooHR. This will allow for automatic syncing of your employee data between BambooHR and Peakon, meaning your employee list stays up-to-date. Any employee updates made on BambooHR will be synced over to Peakon automatically.
Prior to connecting your BambooHR, please let your Customer Success Manager know that you would like to utilise the integration and they will enable this feature for your Peakon account. You can also write to firstname.lastname@example.org to get this feature enabled.
Once you receive confirmation that the feature is enabled, you will need to log onto Peakon and click on the “Integration” option in the menu on the left. You will then see BambooHR in the list of integrations. Select BambooHR and then click on “Connect”. You will be required to log into BambooHR as an admin to initiate the sync.
Prior to connecting:
Peakon will extract the employee data from BambooHR and map it over to your existing attributes on Peakon. We suggest applying the same BambooHR naming convention to your attributes on Peakon. This will ensure that your field values on BambooHR are mapped over correctly to the attributes on Peakon.
The standard fields for Peakon and BambooHR are as follows:
For any additional attributes that you are using on Peakon, you would need to ensure that the field on BambooHR matches the attribute name on Peakon.
Peakon synchronizes any changes in BambooHR every hour. A full synchronization is only done on initial setup, and is generally not required. In case of errors or configuration changes, you can start a full synchronization by clicking on the “Synchronize now” option from within the settings tab of the integration. Be aware that this can take up to 30 minutes to complete.
What happens if I already have employees on Peakon and now wish to connect Peakon with BambooHR?
Ensure that the attributes on Peakon match those on BambooHR. Once connected, the integration will not blanket delete employee from Peakon who are not in Bamboo HR. It will only delete future employees as they are removed from BambooHR.
How do I remove employees, added via BambooHR?
Once the employee is marked as leaving in BambooHR, the user will be automatically deleted from Peakon in the following hourly sync unless unless using the Separation date and Separation reason attributes to manage leaver data, in which case these values will be set on Peakon.
Using the Separation date, Separation reason, and Tenure attributes
It's possible to automatically sync the data from BambooHR to populate these attributes on Peakon. When an employee record is added to BambooHR with a hire date set in the future, the employee record will be created on Peakon but the employee will not receive any surveys until the hire date is reached.
Similarly, when an employee is marked as leaving or left on BambooHR, the employee's Separation date and Separation reason attributes on Peakon will be set. Once the separation date has passed the employee will no longer receive any surveys.
To take advantage of using these attributes, please refer to our Using the Separation date and Separation reason attributes help centre article.
Peakon treats the "Separation date" and "Separation reason" as standard attributes on BambooHR, meaning there is no need to create custom fields on BambooHR for these two fields to be synced.
Restricted attributes on Peakon
When "Employee data access" is restricted on a Peakon, the attribute will not sync with BambooHR. If your attributes are not syncing properly, ensure that the attribute is marked as "Not restricted" on Peakon for "Employee data access".