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OrgChart Help Guide

BambooHR Configuration

Audience

Audience: Administrators

Overview

To import data directly from BambooHR, administrators must select or create an API Service User. The permissions of the user associated with the API request will determine which fields OrgChart can pull from BambooHR. Reference the BambooHR Permissions article for information on how to set permissions for your API Service User.

Creating an API Associated User

  1. Sign in to BambooHR.

  2. Click on the People ribbon, and then click on the Add New Employee button.

    AddEmployeeBambooHR.png

  3. Enter a unique Employee Number (i.e. API001), First Name (i.e. OrgChart), and Last Name (i.e. API) in the corresponding text boxes (under the "Personal" header).

  4. Enter a valid email address in the Work Email textbox (under the "Contact" header), and then click Save.

  5. Search for the new Employee's name in the search bar, and then click on their name.

    SearchOrgChartBamboo.png

  6. Click the greengearbamboo.png icon (on the right-hand side of the green ribbon), and then select BambooHR Access Level > Full Admin as shown in the screenshot below.

    OrgChart_Integration_Full_Admin.png

    Note

    Note: Full-Admin is the only pre-configured BambooHR Access Level that grants OrgChart permission to pull the required fields for generating a chart. Reference the article BambooHR Permissions for information on how to limit the import of specific fields.

  7. BambooHR will automatically save this Access Level update.