Set up Peakon's BambooHR integration

Connecting Peakon to BambooHR will allow for automatic syncing of your employee data between the two systems, meaning your employee list stays up to date. Any employee updates made on BambooHR will be synced over to Peakon automatically.

Prior to connecting your BambooHR, please let Workday Support know that you would like to utilise the integration and you will get the feature enabled for your account. 

To enable the connection, follow the below steps:

1. Log onto Peakon
2. Go to Administration > Integrations
3. Click on BambooHR and then click on Connect 

Prior to connecting:

Peakon will extract the employee data from BambooHR and map it over to your existing attributes on Peakon. We suggest applying the same BambooHR naming convention to your attributes on Peakon. This will ensure that your field values on BambooHR are mapped over correctly to the attributes on Peakon.

The standard fields for Peakon and BambooHR are as follows:

For any additional attributes that you are using on Peakon, you would need to ensure that the field on BambooHR matches the attribute name on Peakon. This excludes the two standard fields like Timezone and Language. These fields are set automatically through detection, or they can be overridden by a manual import (see Setting the employee time zone via Excel and Setting the employee language with a data import (CSV or XLSX)).

After connecting:

Peakon synchronizes any changes in BambooHR every hour. A full synchronization is only done on initial setup, and is generally not required. In case of errors or configuration changes, you can start a full synchronization by clicking on the Synchronize now option from within the settings tab of the integration. Be aware that this can take up to 30 minutes to complete.

Frequently asked questions

What happens if I already have employees on Peakon and now wish to connect Peakon with BambooHR?

Ensure that the attributes on Peakon match those on BambooHR. Once connected, the integration will not blanket delete employee from Peakon who are not in Bamboo HR. It will only delete future employees as they are removed from BambooHR. 

How do I remove employees, added via BambooHR?

Once the employee is marked as leaving in BambooHR, the user will be automatically deleted from Peakon in the following hourly sync unless using the Separation date and Separation reason attributes to manage leaver data, in which case these values will be set on Peakon.

Best practices

Using the Separation date, Separation reason, and Tenure attributes

It's possible to automatically sync the data from BambooHR to populate these attributes on Peakon. When an employee record is added to BambooHR with a hire date set in the future, the employee record will be created on Peakon but the employee will not receive any surveys until the hire date is reached.

Similarly, when an employee is marked as leaving or left on BambooHR, the employee's Separation date and Separation reason attributes on Peakon will be set. Once the separation date has passed the employee will no longer receive any surveys. 

Peakon treats the "Separation date" and "Separation reason" as standard attributes on BambooHR, meaning there is no need to create custom fields on BambooHR for these two fields to be synced. 

Restricted attributes on Peakon

When Employee attributes access is restricted on Peakon, the attribute will not sync with BambooHR. If your attributes are not syncing properly, remove the restriction making the attribute visible on employee records.

Export Audit Logs

Use the Export to CSV button on integration audits to export the latest 5,000 records of integration event audit logs in CSV format.