If you use BambooHR as your HRIS, you can easily set up your organization in Lattice through our integration. To sync your Lattice account with BambooHR, you must be an admin in both Lattice and BambooHR.
Go to the Integrations section on the Admin Panel:
Click on the "Sync with BambooHR" button. You'll then be prompted to enter your BambooHR subdomain. Your BambooHR subdomain can be found in the first part of the URL that you use to access your BambooHR account. For example, if your Bamboo URL was microsoft.bamboohr.com, then you'd enter microsoft in the field below.
Select the types of employees that you want to pull in to Lattice from Bamboo. This corresponds to the payType field on BambooHR. Here's how it maps:
Full-time: salary, salary non-exempt
Part-time: hourly, commission, exception hourly, monthly, daily
Contractor: piece rate, contract
Clicking connect will take you through a login flow for Bamboo if you're not already logged in. Login, and then your sync will begin.
Lattice will create a user for each user fitting the criteria you selected and set their name, title, email, and manager. Once you're ready, invite them by going to Admin -> People -> Created -> Invite All Users. This will email the team for the first time and can also be used as a nudge to resend invites if employees are slow to accept.
Later on, if you've made changes to your organization in Bamboo and want to see those reflected in Lattice, go back the the Integration Settings page and click "Resync" to bring Lattice up to date.
Need a demo of BambooHR? Go here.