BambooHR

learn how to connect engini to bamboohr using engini’s bamboohr activities, you can get all open tasks, the list of employees’ employment history, a list of work history for a list of employees, company employee fields, and mark a task as complete to get started, create an account at bamboohr https //www bamboohr com/ add a connection to bamboohr in engini enter your engini account at https //app engini io https //app engini io/ navigate to connections page by clicking on the connections on the left sidebar or by clicking here https //app engini io/connections click on the "new integration" option located at the top bar choose “bamboohr” option from available applications enter the following details in the “new integration” form and press save connection name – enter a unique name for this connection this name will help you identify and manage the connection in your engini account company domain – enter the company specific domain of your bamboohr url for example, in “http //mycompany bamboohr com”, the company domain is “mycomapny” api key – enter the api key you generated in your bamboohr account (this acts as your “username” for the api) password – enter a password for the provided username save after signing in, click on the save button to save the connection triggers watch for added employees this trigger is an automated trigger that activates when a new employee is added in bamboohr name – enter a name for the webhook post fields – enter the list of fields to post to the webhook url in the format for example – name firstname add conditions click add conditions to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add conditions activities add employee this activity creates a new employee record in your bamboohr account first name – enter the employee’s first name last name – enter the employee’s last name add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields change a request status this action allows you to change the status of an existing request by specifying its id, selecting a new status, and optionally adding a note request id – the unique identifier of the request you want to update status – select the new status for the request (e g , approved, cancelled, denied) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields delete employee file this activity removes a specific file from an employee’s profile id – enter the unique identifier of the employee whose file you want to delete file id – enter the unique identifier of the file to be deleted from the employee’s profile get a list of absent employess this activity fetches a list of employees who are out of the office within a specified date range add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters get all updates employee ids this activity fetches a list of employee ids that have been created, updated, or deleted since a specified date and time since – select the date and time to start checking for changes, in the format yyyy mm ddthh🇲🇲ssz the z indicates utc time, replace with +/ hh\ mm for other time zones type – choose the type of update you want to list deleted – employees whose records have been removed inserted – newly added employess updated – employees whose records have been modified get an employee file this activity retrieves a specific file from an employee’s profile employee id – enter unique identifier of the employee whose file you want to retrive file id – enter the unique identifier of the file to be retrieved from the employee’s profile get employee this activity retrieves details of a specific employee using their employee id id – enter the unique identifier of the employee whose details you want to retrieve fields – enter a comma separated list of bamboohr field names you want to retrieve for the specified employee onlycurrent – choose whether to return only the employee’s current information (true) or all historical records (false) acceptheaderparameter – click the empty field to open the selection menu and choose the format in which you want the response data application/json – indicates that the response body contains data in json format application/xml – indicates that the response body contains data in json format get a list of employees this activity retrieves a complete list of all employees get time off request this activity returns a list of employee time off requests within a specified date range start – choose the start date in yyyy mm dd format only requests occurring on or after this date will be shown end – choose the end date in yyyy mm dd format only requests occurring on or before this date will be shown add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters list employee files and categories retrieves all files and their associated categories for a specific employee id – enter the unique identifier of the employee whose files and categories you want to list request a custom report generate a custom report in the selected output format format – generates a custom report from bamboohr in the selected output format csv – indicates that the request body contains csv text data json – indicates that the request body contains json text data pdf – indicates that the request body contains pdf text data xls – indicates that the request body contains xls text data xml indicates that the request body contains x text data add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields send api request enables sending a custom api request to bamboohr with full control over the request details base url – he base url for quickbooks api calls this is pre filled with your company specific address relative ur l – enter the specific endpoint path (relative to the base url) method – specifies the type of request being made get – requests a resource from the server post – submits data to be processed by the server (by default) put – used to update or replace an existing resource on the server delete – used to request the removal of a resource on the server patch – used to partially update or modify an existing resource on the server it is similar to the put method, but instead of replacing the entire resource, patch allows you to specify only the changes or updates to be applied to the resource body type – choose the format of the request body type application/json – indicates that the request body contains json text data application/x www form urlencoded – indicates that the request body contains url encoded form data (key–value pairs) file – indicates that the request body contains a file upload multipart/form data – indicates that the request body contains multiple parts, often used for uploading files along with text fields text/html – indicates that the request body contains html text data text/plain – indicates that the request body contains plain text data text/xml – indicates that the request body contains x text data body – contains any data that is being sent to the server add headers – additional metadata about the request, such as the type of data the engini can accept, the length of the request body, and authentication information click on the “add headers” button to add a header click on the headers field to enter the key, and on the value field to enter a value each header consists of a key value pair, where the key is the name of the parameter, and the value is the data associated with that parameter click on the “add” button to add more headers add queries – the query refers to the parameters or data that are included in the url of an http request to provide additional information or instructions to the server click on the “add queries” button to add a header click on the queries field to enter the key, and on the value field to enter a value each query consists of a key value pair, where the key is the name of the parameter, and the value is the data associated with that parameter click on the “add” button to add more queries update employee this activity updates an employee’s details using their id, allowing changes to one or more fields such as first name, last name, and other attributes id – enter the unique identifier of the employee whose details you want to update first name – enter the employee’s updated first name last name – enter the employee’s updated last name add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields upload employee file this activity uploads a file to an employee’s record, letting you specify the file’s category, name, and who can see it employee id – enter the unique id of the employee using 0 will associate the file with the employee linked to the api key add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields update employee file this activity updates an existing file on an employee’s record, allowing you to change its category, name, or visibility settings id – enter the employee’s id choose 0 to use the employee id associated with the api key file id – enter the unique id of the employee file you want to update add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields