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      Bamboo HR

      The BambooHR and Expiration Reminder integration syncs employee data, automates credential expiration notifications, and archives terminated employees.

      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 Settings2025-01-13integrations

        • 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.
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      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.

      2025-01-13bambooauthentication

      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.