HRIS Integrations is only available for Elevated or Enterprise accounts
Overview
This guide will walk you through configuring a custom access level in BambooHR to enable data required for a basic user provisioning use case.
Prerequisites
Please ensure you fulfill all the requirements to set up the integration:
You have a Custom Access Level that you want to update permissions for
Your use case for this integration is to provision user access. Data related to compensation, pay, and/or time off will not be accessible after following the steps outlined in this guide
Instructions
Step 1: Edit the access level for other employees
Click the settings icon in the top right
Click Access Levels
Click on the access level you want to edit and hit Access Level Settings
Select "ALL EMPLOYEES" for whom this access level can access the information.
Under the Personal section, enable View access for the following:
Basic Information:
Status
Employee Number
First Name
Last Name
Preferred Name
Address:
Address Line 1
Address Line 2
City
State
Zip Code
Country
Contact:
Mobile Phone
Work Phone
Work Email
Home Email
Under the Job section, enable View access for the following:
Hire Date
Original Hire Date
Direct Reports
Team
Employment Status
Employment Status Date
Employment Status
Termination Type
Job Information
Job Title
Department
Division
Location
Job Information Date
Reporting To
(Optional for Dependents data) Under the Benefits section, enable View access for the following:
Dependents - all relevant fields for your use case
Note: Enabling permissions is key to having your employees and employee information successfully pulled over to the Snappy Dashboard. Please make sure to double-check your permissions to allow specific information to be accessed (specifically Step 5).
Step 2: Edit the access level for your information
Select the "See About Themselves" option
Choose "Yes, Allow Access" for the "Should Employees be able to see their own information?" question
Choose "Full Access" for "Which Access Level should apply?"
This means that the BambooHR Employee with this custom access level can see the same information for themselves.
