Configure a BambooHR account for the TravelPerk integration

To integrate BambooHR with TravelPerk, you need to have an account with the right level of access to the fields you want to use. You may have to:

• Configure a new Access Level
• Enable the Company Directory access to that level
• Add the account you will use to connect to that Access Level

Once you have configured your BambooHR account, you can integrate BambooHR with TravelPerk. For more information, see Integrate BambooHR with TravelPerk.

Types of BambooHR users

There are 4 types of users on a BambooHR account:

• Administrators can view and edit everything.
• Managers can view information from their direct and indirect reports, except for specific fields, like social security numbers and pay rates. They cannot edit this information.
• Employees can only see their own information, such as benefits and training information.
• Custom access can see and edit information for some or all employees.

We recommend using a Custom access user for the integration, but you can also use an Administrator.

1. Configuring a new Access Level

This only needs to be completed once for one user. If you decide to use an Administrator, the following steps are not necessary.

1. Sign in to BambooHR and in the top right corner, click Settings
   
   
   
   
2. In the Settings menu, select Access Levels
   
   
   
   
3. On the Levels menu, click the New Access Level button and select Custom Access Level
   
   
   
   
4. Enter TravelPerkIntegration as the Access Level Name, add a description and then click Next Step
   
   
   
   
5. On the What this Access Level Can Do page, do not change anything and click Next Step
6. Make sure that this Access Level has access to the fields you have configured in the BambooHR TravelPerk integration. We recommend allowing access to all fields in the Personal and Job tabs.
7. To modify access, go to the All Fields are set to No Access link and change it to View Only. Make sure to allow access to the following fields to avoid any issues:
   
   
   
   
   • Personal
     • First Name
     • Last Name
     • Birth Date
     • Gender
     • Status
     • Work Email
       
       
   • Job
     • Hire Date
     • Cost Center
     • Department
     • Manager
       
       
       
       
8. Click Save Access Level

You can follow the same process to enable access to custom fields or tables in your BambooHR account.

2. Enabling company directory access to an Access Level

To provide access to the Company Directory for an existing access level:

1. Go to Settings and select Company Directory
   
   
   
   
2. Make sure Company Directory is on, then from the Can be seen by dropdown, select the Access Level you want to provide access to
   
   
   
   
3. Make sure that Department, Division, Location, Manager, Mobile Phone, Work Email, Work Ext. and Work Phone are selected
   
   
   
   
4. Click Save Changes

3. Adding a user to an Access Level

Now that you have created a new Access Level, you need to assign it to the user account that will be used to configure the TravelPerk BambooHR integration.

1. Go to Settings, select Access Levels and click the Access Level you have just created - it will have no users assigned
   
   
   
   
2. Click the Add Employees button and add the people that will be part of this Access level, moving them to the Selected employees list on the right
3. Click Save

4. Integrate BambooHR with TravelPerk

Follow the instructions on Integrate BambooHR with TravelPerk.