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Step-by-step guide for connecting your BambooHR and People Analytics accounts.
Related pages:
Before you start
ā ļø Note: you need access to a BambooHR account with admin privileges to complete this task.
š§ Caveat: third-party services and platforms may change the layout of their user interface and render this guide obsolete. We do our best to keep it up to date, but if you notice any discrepancies, please reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist and we will fix the issue ASAP.
Fetch API key from BambooHR
The recommended way to proceed is to first create a Non-Employee User, to give that user a Custom Access Level and then generate API keys on that userās account. Please take the steps described below to achieve this.
Set up a Non-Employee User
Set up a Non-Employee User
Log in to your BambooHR account (make sure that you have admin privileges)
Go to the Settings page (āļø in the top right corner) and open the Access levels tab
Click the plus symbol and select the Custom Access Level option
Name the access level (āPeople Analytics integrationā) and click Next
Skip the second What Can People with this Access Level Do step
On the third step, set ALL segments (Personal, Job, Time off etc.) to View Only and click Save
Now click the āļø dropdown in the top right corner and select Add a Non-Employee BambooHR User
Fill the form in and from the Access Level dropdown, select the level that you created previously (āPeople Analytics integrationā)
You should enter the first name, last name, and email address of a user
š” Tip: for the email address, you can use a suffix, for example youremail+integration@yourcompanydomain.com
Check your email inbox and finish creating the account.
Generate API keys
Generate API keys
Log in as a Non-Employee User (account that you just created)
From the upper right menu (avatar icon), go to API keys
Click the + Add New Key button
Give it a meaningful name (People Analytics for example)
Generate the key
You'll get a key that should look similarly to this:
cf2bc2722153989568759fcafd0b6d3b9534ce6eCopy the key!
Keep the browser tab with BambooHR open. You will need it to copy the domain name for the second part of the process.
Enable BambooHR Integration
In People Analytics, in the top right corner click your name, then go to My Profile
At the bottom of the My Profile page, you'll see the Connected Apps section. Choose BambooHR and click Connect
Paste your BambooHR API key into the first field of the connection form.
Next, go back to your BambooHR account and copy your BambooHR domain name from the browserās address bar (thatās the main part of the URL, for example, in this case itās people analytics
https://**peopl-eanalytics**.bamboohr.com/).Paste the domain name into the second field of the connection form.
Click Connect BambooHR.
Your People Analytics profile is now connected with BambooHR.
People Analytics will start fetching the data right away. The process will take a while to complete. Its duration varies depending on the number of things you track and their health.
Once itās done, you will be all set to start exploring your people metrics. š„³
Metrics imported from BambooHR
The following metrics will show up in your People Analytics Stories and Chapters after you connect BambooHR.
Diversity
Headcount
Leadership
Rewards
Turnover
š¬ Need further help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.