Bamboo HR

• How it the Bamboo HR & Expiration Reminder Integration Works
• How to Connect BambooHR with Expiration Reminder
• Configuration Options

Benefits of using Bamboo HR & Expiration Reminder

• Consolidate employee information in one place.
• Reduce manual data entry and errors.
• Keep employee credentials and compliance up to date effortlessly.

How the Integration Works

Once connected, the BambooHR and Expiration Reminder integration offers several powerful features:

1. Employee Syncing

   • Employees in BambooHR are automatically synced to Expiration Reminder as contacts.
   • This includes key details such as:
     • Employee name
     • Email address
     • Mobile phone number
     • Job title
   • Any updates made in BambooHR will reflect in Expiration Reminder automatically.

2. Automatic Archiving for Terminated Employees

   • If an employee is marked as terminated in BambooHR, they will be automatically archived in Expiration Reminder.
   • This ensures no notifications are sent to inactive employees.

3. Streamlined Notifications

   • Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder.
   • Expiration Reminder will automatically notify employees when documents or certifications are nearing their due dates, ensuring timely updates.

Connecting BambooHR to Expiration Reminder

1. Access the Integration Settings

   • Log in to your Expiration Reminder account.
   • Navigate to the Settings menu where your name is listed in the top-right corner.
   • Click on Integrations to view the list of available integrations.

2. Select BambooHR

   • Scroll down to the HRS Integrations section and select BambooHR.
     

3. Enter Your Credentials

   • Confirm that you are an admin when prompted.
   • Enter the domain associated with your BambooHR account.
   • A new window will open where you’ll log in to BambooHR.

4. Authorize Access

   • After logging in, BambooHR will ask you to authorize access for Expiration Reminder.
   • Review the information that will be shared between the two applications.
   • Click Allow Access to proceed.

5. Finalize the Connection

• • Once authorized, the system will configure the connection.
  • Click Finish to complete the setup.

Configuration Options

After setting up the integration, you can manage settings under the Configure button:

• Enable or disable employee syncing as needed.
• Update settings to match your organization’s workflow.