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The BambooHR integration makes your people directory available in client work. Ask who manages a consultant, which analysts are in the pricing team, or who is out the week of a client workshop, and Hebno answers from BambooHR with each employee record cited. The integration reads only. Hebno never writes to BambooHR and never reads compensation, bank details, national identifiers or performance data.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • Your BambooHR company domain, the first part of your BambooHR address, for example yourfirm in https://yourfirm.bamboohr.com.
  • A BambooHR administrator who can create an access level and a user for the integration.
Set up the integration user in BambooHR:
  1. Open Settings → Access Levels and add a Custom access level, for example Hebno integration.
  2. Give it View access to the fields Hebno reads: name, preferred name, work email, job title, department, division, location, reports to, employment status and hire date. Leave compensation, bank, national ID, emergency contact and performance fields set to No access.
  3. Under Time Off, allow the level to see who is out and time off requests for all employees.
  4. Create a user with that access level, sign in as the user, open the account menu and select API Keys, then Add New Key. Copy the key.
BambooHR has no scopes. The API key acts with the access level of the user who created it, so the access level is the boundary for what Hebno can read.
Hebno requests only the fields listed on this page. Even if the access level allows more, Hebno never requests pay, bank, national ID or performance fields.

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Connect BambooHR

1

Allow the integration

Open Admin → Connectors → Catalogue, find BambooHR under People and HR, and set it to Allow.
2

Connect the organisation

Select Connect, enter the company domain and the integration user’s API key, then select Test connection. Hebno checks that it can read the directory and who is out.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
The card shows Connected with the BambooHR company domain. Access is fixed to Read only. Members do not link their own BambooHR accounts: every read goes through the organisation connection and your data areas.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of the integration user’s access level in BambooHR.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To keep time off visible to resource managers only, open the BambooHR card in Admin → Connectors, select Time off and choose the teams that should see it.

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What Hebno reads

Chat reply citing a BambooHR employee profile

A BambooHR employee profile attached to a chat.

Reads are live. Hebno queries BambooHR when a request needs it and does not copy the directory into Hebno. Only what a reply used is stored with the conversation as its sources. Hebno never reads compensation, bank details, national identifiers, performance reviews, time off notes or documents in employee files.
Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including who is out and when.

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Hebno reads only

Hebno does not write to BambooHR. It does not create or approve time off requests, edit employee records, or change departments or managers. To book a consultant once you know they are free, use a resourcing integration such as Float. Linking marks which BambooHR employees work on a project, so you can ask “who on the team is away?” without naming everyone.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then BambooHR.
  3. Search by name or department, and select each employee. You can link a whole department instead.
In chats tagged to the project, Hebno starts with the linked people for any availability or reporting line question. See Linked records.

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Use BambooHR in chat

  • Attach: open the + menu, choose Sources → BambooHR, and pick an employee, a department or a who’s out period. Or type / and choose BambooHR.
  • Ask: name the person, team or period in your request. For example:
    Who in the pricing team is out between 16 and 20 November?
    List the Contoso project team with job titles and managers for the steering committee pack.
    Which analysts joined the retail practice since September?
  • Research runs show a Checking BambooHR step, with a chip for each employee and who’s out period it read.
  • Agents can read BambooHR on a schedule, for example a Monday list of who is out on each active project this week.

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Troubleshooting