Breezy HR Resources

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BambooHR is one of the most popular HR packages for small & medium sized businesses. Our integration makes it easy to automatically or manually export candidates from Breezy and create them as employees in BambooHR.

Connecting BambooHR to Breezy

If you're a Company Admin, you will find the BambooHR integration settings from the Integration section in the recruiting preferences menu. Simply input your BambooHR subdomain and the system will prompt you to login to your Bamboo account.

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Subdomain

Your BambooHR subdomain is the first section of the URL you use with your BambooHR account.

For example if your BambooHR URL was: https://acme.bamboohr.com, your subdomain would be acme.

Using the Breezy BambooHR Integration

Once your BambooHR integration is enabled, you can use it to move candidates to BambooHR in a couple of different ways:

  • Manually from any Candidate Profile
  • Automagically with Stage Actions

Adding Candidates Manually

Adding candidates to BambooHR manually is simple. When your BambooHR integration is enabled you'll see a Add to BambooHR button on each candidate profile. Just click the button and the candidate will be added as an employee in BambooHR. Candidates must be in a hired stage type before they can be added to BambooHR.

Adding with Stage Actions

You can also automatically have candidates added to BambooHR when they enter a particular pipeline stage using Stage Actions.

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To learn more about Stage Actions check out this page on Automating with Stage Actions.

To set this up you'll need to be a Company Admin. Choose the three-dot menu from the top right of the stage you want to add a candidate to BambooHR to configure.
Click "Edit Stage Actions" then from the "Available Stage Actions" dropdown, choose "Add to Bamboo" and click +Add.

Candidates who enter this stage will now automatically be created as employees in BambooHR.

More often than not you'll use this with the Hired stage.

Supported Fields

As part of the integration with BambooHR, the following candidate properties are supported:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Profile photo
  • Ethnicity (EEO)
  • Gender (EEO)
  • Department List
  • Position Title
  • Hire Date (Hire date will time stamp the date the candidate is exported to BambooHR. It can be edited directly in Bamboo to a different date if needed).

Updated 9 months ago


BambooHR


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