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Connect BambooHR

Employee directory, time-off / attendance days, and (Performance module) goals + reviews.

Prerequisites

  • BambooHR admin with API-key permission
  • A PerfCopilot admin account (the Connect button is only visible to admins)

1. Generate credentials in BambooHR

  1. Sign in to your BambooHR account.
  2. Click your avatar in the top-right → API Keys.

📖 Official guide: Getting started with the API — BambooHR's own documentation for creating this credential.

  1. Click Add a new key, name it "PerfCopilot", and copy the generated key.
  2. Note your BambooHR subdomain (the <this> in https://<this>.bamboohr.com).

Copy these values; you'll paste them in the next step:

  • subdomain
  • API key

2. Paste into PerfCopilot

  1. Open Integrations on your PerfCopilot admin.

  2. Find the BambooHR card and click Connect (or Manage if already configured).

  3. Paste each value into the matching field:

    | Field in PerfCopilot | Value from step 1 | |---|---| | Subdomain | <your value> | | API key | <your value> |

  4. Click Save.

The BambooHR credential drawer in PerfCopilot — paste your values, then click Save.
The BambooHR credential drawer in PerfCopilot — paste your values, then click Save.

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as your.name@company.com

If you see a red error, jump to Common errors.

Common errors

| Message | What it usually means | Fix | |---|---|---| | HTTP 401 | API key was revoked, or the subdomain is wrong. | Confirm the subdomain matches https://<subdomain>.bamboohr.com, then regenerate the API key under API Keys and re-paste. | | HTTP 403 on /meta/users | API key has no user-read permission. | Regenerate the key from an account that has full directory access. | | HTTP 401: <body excerpt> | Credentials rejected. | Re-check that you copied the full token, no leading/trailing whitespace. |

What signals we pull

  • attendance — time off
  • goals — if the Performance add-on is enabled on your BambooHR plan
  • roster — full employee directory + manager hierarchy (HRIS sync; see below)

Employee / roster sync (HRIS)

Once the BambooHR integration is connected, the Team tab in /admin shows a Sync from BambooHR button. Clicking it pulls the full BambooHR directory and reconciles it with your PerfCopilot employee list:

  • New employees in BambooHR are created in PerfCopilot (matched by email — manually-added employees with the same work email are merged, not duplicated).
  • Existing employees have their job title, department, hire date, and manager updated to match BambooHR (HRIS-managed fields).
  • Manager hierarchy is resolved in a second pass — supervisor links come from BambooHR's supervisorEId when available, falling back to display-name match.
  • Offboarded employees (status = Inactive in BambooHR, or no longer in the directory) are flagged is_active = false in PerfCopilot. We do not delete the row — review history is preserved.

Hire date feeds the tenure-bias screen in the review draft and the cycle-eligibility gate ("only review employees hired before period_start").

The sync is idempotent — re-running with no changes upstream is a no-op. Re-run any time roster changes happen in BambooHR; we do not yet auto-sync on a cron (manual trigger only for v1).

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