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BambooHR Training Data Postback

Setup an integration with BambooHR to create Training records in Bamboo that employees can access from their Bamboo Profile Page

Updated over 10 months ago

Before you start

The person going through the setup process below needs to have the ability to generate an API key in BambooHR

Connection Steps

  1. Navigate to your BambooHR account and select the 'My Account' option in the bottom left hand corner

  2. Select the 'API Keys' section of the menu

  3. Select the 'Add New Key' option and enter in a name to specify the API key is for the Adaptive integration

  4. Click 'Generate Key' and copy the key that is shown. NOTE: Once you close the modal displaying the key you will NOT be able to access the key again

  5. Navigate to your Adaptive account and select the 'Integrations' tab. Find the BambooHR Training Postback integration tile and click 'Connect'

  6. Enter in the API key from step 4 and your BambooHR domain name

    1. If your Bamboo URL is https://adaptive.bamboohr.com, the Company Domain value you would enter is adaptive

  7. Press Save. If the integration is able to connect successfully you will see a 'Connected' icon show for the integration

Specifying Training Campaigns to send to BambooHR

Note: Bamboo does NOT support assigning trainings to specific BambooHR employees. When this option is enabled, ALL profiles in BambooHR will see the training appear on the 'Training' tab of their profile, regardless of if they were actually assigned the campaign in Adaptive.

That said -- we recommend only using this option for training that will target the entire employee base because campaigns targeted to specific groups in Adaptive will still show up for all employees in BambooHR.

We've filed a product request with BambooHR to update their API to support specifying BambooHR employeeIds as part of creating a Training Type in Bamboo. However, we do not have timing from BambooHR on when that may be available.

Bamboo does NOT allow creating multiple campaigns with the same name in their platform so if you are creating multiple campaigns on the same day that post to Bamboo -- they must have unique names. Adaptive will also automatically add the date (YYYY-MM-DD) to the name of the Campaign when creating the record in Bamboo (in step 2 below).

  1. After connecting the integration you will see an option to share training data with BambooHR each time you create an Adaptive campaign.

  2. Any campaign that has this option enabled will create a 'Training Type' in BambooHR

    1. Note: Bamboo does NOT support assigning trainings to specific BambooHR employees. When this option is enabled, all profiles in BambooHR will see the training appear on the 'Training' tab of their profile, regardless of if they were actually assigned the campaign in Adaptive

    2. We've filed a product request with BambooHR to update their API to support specifying BambooHR employeeIds as part of creating a Training Type in Bamboo. However, we do not have timing from BambooHR on when that may be available.

  3. Employees will be able to navigate to the 'Training' tab of their employee profile in BambooHR and find the Adaptive training under the 'Adaptive Security Training' section

    1. When clicking on the training they will then see a link to the campaign + the description that you entered when setting up the campaign in Adaptive

    2. Employees can click on the below link and log into Adaptive to take the training

  4. As your employees complete the training in Adaptive, we will automatically update their Bamboo profile with the date of completion

  5. Please take extra care when determining if you want to enable this setting.

    1. If you accidentally enable this setting for a campaign, you can go to BambooHR and delete the training record that was created by navigating to Settings > Training (/settings/training/list) and deleting the training

    2. If you forget to enable this setting for a campaign, please reach out to [email protected]

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