BambooHR Integration
BambooHR recruiting integration with Willo allows you to seamlessly invite your candidates to a Willo interview. In this article, we will cover how to:
- Enable the BambooHR integration
- Configure the integration for each interview
- Invite and review your video interviews
Note: When the integration is first enabled, all required data will be synchronized. This may take several hours depending on the volume of data in your ATS. For the most seamless integration process, please ensure you have configured all of the jobs you wish to pull through to Willo before enabling the integration.
Enable the BambooHR integration
Finding your subdomain
- Log into BambooHR.
View your subdomain in the URL bar in the form of https://yourdomain.bamboohr.com:
Permissions
The permissions of BambooHR's API key depends on the "Access Levels" of the user who creates the API key.
This means that if you only want minimal permissions, you need to create a new user and assign that user to a newly created access level.
In order to create a new user, go to People, and then click on "New Employee":
Enter a valid email address for the user that you can access.
Further, ensure that you select "Allow Access to BambooHR"
Next, click on save to save the user.
To configure the permissions of the user, you will need to edit the settings of the "Access Level" that the user belongs in and then add them to that access level. In order to do this:
Navigate to the top right part of the screen in BambooHR, and click on the "cog" button:
Locate "Access Levels" in the sidebar on the left side of the screen in the "Settings" page, and click on it:
To edit the permission of the user, you will need to find the level that the user is in, or create a new level and assign the user to it. Click on the "plus" button to create a new access level:
* Make sure that the you select "Custom Access Level" when creating a new access level:
Check the relevant permissions for the integration in accordance to the connection flow:
Note: The above screenshot is strictly an example.
Select the relevant permissions in BambooHR:
If you do not want the integration to have access to any employee data, select the option "Direct Reports" in step 3 under "What this Access Level Can See":
Next, add the relevant employee for the integration to the access level:
Select the employee and press "Done":
Creating an API key
- Log into BambooHR with the user you want to use for the integration and for which you set up the necessary access level.
Click on the BambooHR logo in the top right corner, then click on the "API Keys" item:
Click on "Add New Key" to create a new API key:
- Name your key anything, then click "Generate Key."
Press "COPY KEY" to copy the value of the key:
Synchronization Intervals
Please be aware that this integration is subject to synchronization Intervals and as a result, data will not live update.
- Launch Plan: Synchronisation intervals up to 3 hours.
- Growth Plan: Synchronisation intervals up to 30 minutes.
- Scale and Enterprise Plans: Synchronisation intervals up to 5 minutes.
If you require more frequent synchronization intervals please contact us, or upgrade your account.
To get started, visit the Integrations page within the Willo application and search for the BambooHR integration.
Expand the integration tile and select Enable. This will launch a pop-up and you will need to grant access permissions to Willo in order for the integration to work.
Once you have enabled this, you will be taken through the authorization process onscreen in order to enable the integration.
Once this is done, you will have successfully enabled the integration - you should see an Enabled status appear.
Configure the integration for each interview
Once you have enabled the integration, you will notice an integration dropdown within each of your interviews.
By clicking on this dropdown, you will see the most recent list of jobs from BambooHR.
In order to connect one, or many jobs to this interview, you will need to select the desired job and corresponding trigger stage (the point in your process when an invite should be sent to the candidate) and select Apply as shown in the screenshot below.
Invite and review your video interviews
Once your BambooHR job and Willo interview are successfully connected, each time you move a candidate to the defined stage(s) within BambooHR then they will automatically receive an invitation to participate in the interview.
Once they have responded to the interview, Willo will send their response back to BambooHR and you will be able to access it in the candidates comments section.