Overview

BambooHR is a human resources software platform that helps businesses manage employee data, hiring, onboarding, compensation, and company culture in one centralized system.

Persona’s BambooHR integration helps teams keep identity context and workforce records aligned by letting you look up employees, create employee profiles, and update employee details directly from Persona workflows. This is especially useful for People Ops, IT, and Compliance teams who want to reduce manual data entry and ensure downstream systems reflect the latest identity outcomes.

Benefits

• Automated Employee Record Updates: Update BambooHR employee fields automatically when key events happen in Persona—reducing manual work and keeping records current.
• Faster Employee Lookup: Find the right employee record using searchable attributes (like name, status, or job title) so workflows can route and act on the correct profile.
• Cleaner Handoffs Across Teams: Standardize how identity outcomes and operational decisions are reflected in BambooHR, improving visibility for HR and operations stakeholders.

Integration Features

Persona’s BambooHR integration supports workflow automation for employee record creation and maintenance. Key capabilities include:

• List Employees: Retrieve a paginated list of employees with optional filters and sorting so workflows can find the right record at scale.
• Get Employee Details: Pull employee data for a specific employee ID and choose which fields to return for the workflow.
• Create Employee: Create a new employee profile in BambooHR with at least a first and last name, and optionally include additional profile details.
• Update Employee: Update an employee’s information so BambooHR stays aligned with the latest Persona-driven outcomes and operational decisions.

Setting up the BambooHR integration

Prerequisites

To set up the BambooHR integration, ensure you have:

• Admin access to your BambooHR account
• Necessary API permissions to access BambooHR credentials

Setting up the BambooHR Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on BambooHR.
2. Click on Add Credential at the top of the page.
3. Enter a credential nickname and click Continue.
4. When prompted, enter your BambooHR company subdomain (the text that appears before .bamboohr.com in your BambooHR URL).
5. Complete the authorization prompts in BambooHR to allow Persona to connect to your account.
6. After the credential is created, click Test to confirm it’s working.

Using the BambooHR integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the BambooHR integration and choose your BambooHR credential.
4. Choose the BambooHR action you want (for example, listing employees, creating an employee, or updating an employee) and map Persona data into the BambooHR inputs.
5. Save and publish the workflow.

BambooHR Operations Overview

In addition to syncing field values, Persona can list employees, create employee records, retrieve employee profiles, and update employee details using BambooHR’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the BambooHR integration:

List Employees Workflow Action Step

Use this action to retrieve a list of employees from BambooHR so your workflow can identify the right person before taking a follow-up step (like fetching full details or applying an update). This is helpful for building scalable workflows that need to search across a workforce directory and handle large employee sets via pagination.

Configuration Steps:

• Optionally add:
  • Fields (which employee attributes to include in results)
  • Status (for example, active or inactive)
  • First name / last name / job title filters
  • Specific employee IDs (to narrow results to a known set)
  • Sort field
  • Page limit
  • Pagination cursor (to continue from the next/previous page)

Get Employee Workflow Action Step

Use this action to retrieve information for a specific employee when you already have their employee ID. This is commonly used to enrich a Persona workflow with up-to-date HR profile context before making a decision or writing back an update.

Configuration Steps:

• Provide values for required fields:
  • Employee ID
• Optionally add:
  • Fields (a comma-separated list of the employee attributes you want returned)

Create Employee Workflow Action Step

Use this action to create a new employee record in BambooHR when a Persona workflow determines someone should be added to your HR system. For example, you might create a profile after an internal identity step completes, then populate basic information so downstream HR processes can begin.

Configuration Steps:

• Provide values for required fields:
  • First name
  • Last name
• Optionally add:
  • Preferred name
  • Work email / home email
  • Phone numbers
  • Address details
  • Job details (job title, department, division, location)
  • Employee number
  • Hire date
  • Supervisor ID
  • Other supported profile fields available to your BambooHR account permissions

Update Employee Workflow Action Step

Use this action to update an existing employee’s information in BambooHR as the employee’s status or details change in your process. Only the fields you provide will be updated, which makes it easy to write targeted updates without overwriting other HR-owned data.

Configuration Steps:

• Provide values for required fields:
  • Employee ID
• Optionally add:
  • Any employee fields you want to update (for example, name, contact details, job details, supervisor, hire date, or termination date)

FAQs

What permissions are required in BambooHR?

BambooHR permissions determine which employees and which fields the connected user is allowed to view or edit. Make sure the BambooHR user who authorizes the connection has the appropriate access for the actions you plan to run (for example, reading employee data and/or updating employee data).

How do I find the correct employee ID to use in a workflow?

A common approach is to use List Employees with filters (like name, status, job title, or a known set of IDs) to locate the right record, then pass the employee ID into Get Employee or Update Employee. BambooHR employee IDs are unique within a company and can be used as stable identifiers in automations.

Can I control which employee attributes are returned to Persona?

Yes. When retrieving employees (either as a list or for a single employee), you can specify which fields you want returned so your workflow only brings in the information you need.

What happens if BambooHR denies access to a specific employee or field?

If the authorized BambooHR user doesn’t have permission to view a given employee or field, BambooHR may return an authorization error. This typically indicates a role/permission mismatch in BambooHR, so it’s best to confirm the connected user has access aligned to the workflow actions you’re running.