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# How to connect and configure BambooHR (Legacy)

# How to connect and configure BambooHR

The SuperPath BambooHR integration is a great way to connect your BambooHR system to SuperPath to keep your people and teams in sync, and have the employee training record sync back into BambooHR


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## What do you need to configure the BambooHR integration?

The following is needed to configure the BambooHR integration:

* user MUST be an Admin in SuperPath
* user MUST be an Admin in BambooHR
* Company Domain - The company domain used to access BambooHR. If you access BambooHR at https://{customer}.bamboohr.com, then the company domain is 'customer'
* Custom Email Field - This can be used if you want to sync a different email address other than the employee's work email.

## What actions can the BambooHR integration perform?

The BambooHR integration can be configured to perform the following actions.  Each of these actions can be turned off or on depending how you would like to configure your integration.  

**Keep your people record in sync**
Keep employee records in sync.  When you update an employee in BambooHR it will update the employee details in SuperPath.  This includes name, team and manager

###### User Creation Options
SuperPath offers seven options for how to create users when connecting a HRIS platform

* **Manual** - In this option users will NOT be created and will have to be created or invited manually.  Once added the user records will be kept in sync through updates from BambooHR
* **Invite Users** - In this option users will be invited to the platform when triggered from BambooHR.  Users will only appear in SuperPath once they have accepted their invite.  This is the option to use when wanting to use Google or MSFT SSO options
* **Create with Password** - In this option the user will be created in SuperPath with a password.  The user will not be notified.  You can send a welcome email using the Send Welcome button in the People list which will send them their password.  Alternatively they can use the forgotten password flow.
* **Create with Magic Link** - In this option the user will be created in SuperPath with a magic link.  The user will not be notified unless Send Welcome Email is activated.  You can also send a welcome email using the Send Welcome button in the People list.  This user will be able to access SuperPath using a magic link - https://help.superpath.io/en/article/how-to-login-using-magic-link-1ghozvh/
* **Create with Google** - In this option the user will be created in SuperPath and marked to authenticate with Google.  The user MUST authenticate to SuperPath with the Google account matching that email.  The user will not be notified unless Send Welcome Email is activated.  You can also send a welcome email using the Send Welcome button in the People list.  
* **Create with Microsoft** - In this option the user will be created in SuperPath and marked to authenticate with Microsoft.  The user MUST authenticate to SuperPath with the Microsoft account matching that email.  The user will not be notified unless Send Welcome Email is activated.  You can also send a welcome email using the Send Welcome button in the People list.  
* **Create with SAML** - In this option the user will be created in SuperPath and marked to authenticate with SAML.  The user MUST authenticate to SuperPath with the SAML configuration that has been setup within SuperPath - https://help.superpath.io/en/article/how-to-connect-saml-sso-1nf8n4q/

###### Company user creation
If your workforce is a mix of office staff on a company email address and contractors or casuals on personal addresses, you can set a second authentication type that applies only to your company email domain.  Set **Company user creation** to the method you want for your company staff, enter your domain in **Company email domain**, and everyone else keeps the option you chose above.  A company domain match takes priority over every other option, including Manual and Invite Users.  See [How to Set a Second Authentication Type for Company Staff](https://help.superpath.io/en/article/how-to-set-a-second-authentication-type-for-company-staff-hp1o58/).


###### Add completed learnings to the employee record
* Add completed learning pathways to the employee training record - When a person completes a learning pathway it will added to the employee training record in BambooHR
* Add completed content to the employee training record - When a person completes assigned learning content it will added to the employee training record in BambooHR

## Additional actions

You can also perform the additional actions:

* Sync Teams - Sync all Company locations from BambooHR into SuperPath Teams
* Trigger Full Sync - Sync all employee records from BambooHR into SuperPath.  This process will invite new BambooHR employees to SuperPath, update existing users in SuperPath
