BambooHR (HRIS) | Activating time off integration

1. On the Oyster Platform, click Company > Integrations.
2. Select the My integrations tab.
3. Click Settings on the BambooHR integration. 

4. On the General tab, navigate to the Integrations Add-ons section.
5. Click Edit.

6. Toggle on the Time off records.
7. Click Save changes.
8. A pop-up appears prompting you to map your existing Oyster time off types to BambooHR's time off types. Click Complete settings. 

1. Select the Mapping tab at the top of the BambooHR Settings page and click Edit. 

2. For each type of Oyster time off, select the corresponding type of BambooHR time off from the drop-down.
   Vacation and Sick leave time off types get mapped automatically. You can adjust as necessary.
3. Click Save changes.

Note: You will be able to map records after we import the first Time-off record.

You're done! When your team members request time off in BambooHR, the request is automatically pulled into Oyster.

• All time off requests must now go through BambooHR.
• The Oyster's Request time off button is hidden for both Team Members and Admins. 
• If there are PTO types that we don't have the equivalent for in Oyster, those can only be mapped once the integration picks up those types of requests from HiBob.
  • The request type will be visible as "unmapped."
  • The request will not affect the balance of any policy in Oyster.
• Updates in BambooHR are automatically pulled into Oyster (approvals, rejections, etc.).
• All notification emails are sent by BambooHR, Oyster will not send notification emails.
• The integration currently does not support file transfers (medical notes). The process will remain manual for now where the Support team gets notified and will follow up if necessary.
• If the time-off integration is switched off, Oyster will stop pulling time-off records from BambooHR.
  • If switched back on, Oyster will sync with BambooHR and pull only the requests that occurred while the integration was off. After the sync, balances will be up to date. Duplication of requests will not occur.