Please read the below before continuing

1. Only the HR Admin who is the "Account Owner" in BambooHR can make the integration request in Employee Navigator, as they are auto-redirected to BambooHR's system to login and authorize the integration as the approved account owner within Bamboo.

    

2. If you have further questions, please refer BambooHR's contact information is below
   • For Brokers: en_brokerrequest@bamboohr.com
   • For HR admins: support@bamboohr.com

So you're looking to learn more about Employee Navigator's integration with BambooHR? Well, you've come to the right spot! Let's take a holistic look at the integration in the following areas:

1. Welcome video
   1. This is the video that a broker & HR would ultimately be sent once they started the integration with our EN Payroll team - but there's no sense in hiding it from you until then! Take an insider's glance at what this integration will look like for you.
2. What is the lifecycle of a payroll integration?
3. How do I get started with BambooHR?
4. What do you generally need to be aware of with BambooHR?
5. What does this integration exchange?
6. What does this integration not exchange?
7. FAQs around the setup process

Welcome video

What is the lifecycle of a payroll integration with BambooHR?

1. Request the integration
   • Follow the steps on our How do I get started section to kick off your request for the BambooHR integration.
2. HR authorizes their company to share data with EN
   1. For BambooHR customers: The HR admin will be automatically re-directed to their Bamboo system to authorize the integration --> will be returned to Employee Navigator to begin their setup.
3. Setup
   • Complete some minor setup in EN for payroll groups, calendars, and deduction codes. Don't worry! Our EN Payroll team is here to help.
4. Audits
   • Complete both one-time reconciliations of your employee data: The Demographic Audit and the Deduction + Employer Contributions Audit. Don't worry! Our EN Payroll team is here to help.
5. Live
   • Go Live! Experience the benefits of a real-time data feed between our systems.

How do I get started with BambooHR?

1. Go to the Payroll tab within your company in Employee Navigator.

2. Click on 'Connect your payroll platform -->'

3. Choose BambooHR from the dropdown --> Save and Continue. 

4. This will prompt you to click 'Continue' to be re-directed to BambooHR's site where you will enter your Company Subdomain --> Login using your HR Admin credentials --> Click 'Allow Access' to enable the integration.

5. The HR User must confirm their payroll codes that BambooHR has auto-configured for them

6. The HR User must install the Employee Navigator app in Bamboo's marketplace (Apps section within Settings) and choose the product they use

• Employee Data + Payroll Sync if they have BambooHR + Payroll product.
• Employee Data Sync if they only use BambooHR standalone, but do not process payroll in Bamboo.

7. Finally, you will then be re-directed back to Employee Navigator's system in a separate tab to hit 'Continue', and can begin your integration setup from there.

8. Once your integration request is enabled and you've installed the integration app in BambooHR, you and your broker will receive a 'Getting Started' email from Employee Navigator within 3 business days to provide our Welcome Video and your link to schedule your review call where your analyst will outline your responsibilities within the integration setup process.

What do I generally need to be aware of?

1. Only the main/primary HR admin of a company in Bamboo can request + authorize the integration.

   1. Brokers, and non-primary HR users of a company in Bamboo, cannot request the integration as they are not authorized users in Bamboo who would ultimately need to and have access to install the app.

       

2. If you have active Benefit Plans in BambooHR, then you must end those plans to ensure Employee Navigator is the system of record for your benefits administration & enrollments across your staff
   1. This can be done from Settings --> Benefits --> Plans --> End Plans

What does this integration exchange?

Bi-directional Demographics

With our payroll providers, we are able to exchange bi-directional demographics in real time on a change-only basis. This means that address, email, and other demographic updates can be made in either system, and as soon as the update is made it is pulled into the alternate system within 45-60 seconds.

• New hires and terminations must be added into BambooHR first and will then feed over to EN.
• Employee Navigator will flag all new hires on your Homepage --> 'Complete Employees Missing HR Required Fields' status --> 'Complete Hire' link.

Base Compensation: 1-Way (Payroll to EN only)

Compensation is “owned” by payroll. This means that compensation will always come from Payroll to Employee Navigator.

An employee's record in Payroll should have:

• Compensation basis: Hourly or Salary
• Pay effective date

• Hourly rate or Salary value; or both

   

Payroll Deductions and Employer Contributions: 1-Way (EN to Payroll only)

Payroll deductions and Employer Contributions are “owned” by Employee Navigator. This means that they will always be sent from Employee Navigator to Payroll.  

We will send the following:

• The deduction or Employer memo code that is mapped into the employee's Payroll Group & corresponding plan
  • Note: Employer Contributions for the following plan types will not be exchanged (but deductions will be):
    • Group Life
    • Group AD&D
    • HSA
  • More information can be found in the How to map and edit your deduction codes article.
• The employee's recurring per-pay cost.
  • We do not send catch-up contributions to payroll for missed pay periods. Any adjustments need to be manually added to BambooHR. Retroactive deductions can be found by running the Retroactive Deduction report under Payroll > Reports > Retroactive Deductions.
  • Where applicable, the employer's per pay contribution to the benefit
• The effective date of the deduction and employer contribution
• End-date of the benefit (if applicable when an employee drops coverage or is terminated).

We only send employee recurring deductions and employer contributions to payroll one time when an enrollment occurs to insert them initially.  We will not send another transmission to payroll for the same benefit unless the employee's cost changes due to the following:

1. The employee going through an Open Enrollment
2. Plan rates are recalculated due to a Calendar, Class or Payroll Group change
3. Employee experiences a Qualifying Life Event
4. The employee is terminated and their coverage is dropped
5. The enrollment editor is used to adjust an enrollment cost or start date

6. Deduction code(s) are updated for a Live group

    

What does this integration not exchange?

Demographic fields not currently exchanged at this time

• Termination Reason
  • All terminated employees will be given the Termination reason: Voluntary Termination.
    • This automatically triggers a COBRA event and communicates with providers if they have a COBRA integration.
    • To change this if need be, please use the Termination Editor.
      • This tool is located on an employee's Employee Management tab > Actions section (right side of the page) > Terminate Editor.

Deduction types not currently exchanged

The following are current product limitations and must be managed manually in the payroll system.

• Deductions for employees with a Domestic Partner
  • Employee Navigator cannot currently send a portion of an employee's deduction pre-tax and another, separate portion as post-tax. Exchanging deduction data for those with Domestic Partners will result in incorrect deductions in payroll.
  • Action to take: Employees in this scenario must have their deductions blocked from their Profile --> Apps --> Manage link --> Block Deductions.
• Commuter Benefits - (Parking & Transit)
  • Employee Navigator cannot currently send a portion of an employee's deduction pre-tax and another, separate portion as post-tax.
  • Action to take: None. Our system auto-sets these plan types to 'Never Send'
• 401K
• Universal plans

Items to confirm before requesting an integration

• Does this customer use BambooHR's core product only, or do they use BambooHR + Payroll?
  • We can integrate with both; however, it is not possible for a customer to integrate BambooHR for demographics only and another partner for the payroll deductions/employer contribution piece.
  • A customer can solely link BambooHR for demographics only OR BambooHR + Payroll for the entire "360" integration.

• Your group cannot be within 30 days of their new plan year.  If they are, you must wait until after the OE has been closed and deductions have been manually updated in payroll before you can request the integration process.

  • If you are seeking to discuss this limitation, please email Payroll@employeenavigator.com

     

• Is your group new to BambooHR?
  • If your group is new to Bamboo, they must have run at least one payroll before they can begin the integration process.

FAQs around the setup process

1. How do I map new or existing payroll codes to let me pull them into Employee Navigator?
   1. From your Settings --> Payroll --> Deductions section --> Flip the "Available for Mapping" toggle