Search

BambooHR (HRIS) | Syncing termination data

This information applies to:
✔  EOR Team Members ✔ Payroll Team Members ✔ PEO Team Members

Through the BambooHR integration, the offboarding process is streamlined: changes made to an Employer of Record (EOR) or Global Payroll (GP) team member’s termination records in your internal HRIS automatically create a "draft" offboarding request on the Oyster platform. Once you submit the request it is sent to our staff for processing.

Prerequisites 

  • You have Admin access to your organization’s account.
  • You are logged in to the Oyster Platform with your admin credentials.
  • You have connected BambooHR to Oyster.
  • The team member is linked to Oyster and BambooHR (the same personal and/or work email address is used in both accounts). This ensures the changes will appear in Oyster.

Enable the offboarding add-on

  1. On the Oyster Platform, click Company > Integrations.
  2. Select the My integrations tab.
  3. Click Settings on the BambooHR integration. 
 Screenshot 2024-04-08 at 13.02.38.png
  1. On the General tab, navigate to the Integrations Add-ons section.
  2. Click Edit.
 Screenshot 2024-04-08 at 13.01.13.png
  1. Toggle ON the Offboarding data sync.
  2. Click Save changes.
 Screenshot 2024-04-08 at 12.54.14.png
You're done! When your team member's Termination date, Termination reason, or Termination type is updated in BambooHR, this information is synced to Oyster and auto-creates an offboarding request in "Draft status." 

Next steps

Start by updating your Team Member’s termination data in your HRIS. Oyster detects the change, creates the “Draft”, prepopulates the fields you provided permission to, and sends an email notification to the customer admin(s) prompting you to navigate to the Offboarding tab under the Team member profile to complete submitting the Offboarding request. Bamboo HR.jpg
Click on Continue the offboarding process to review the prepopulated information and continue submitting the request: Screenshot 2024-04-05 at 15.20.43.png

Notes: 

  • If no action is taken on this draft, we will automatically delete it in 10 days from creation (first Sync). 
  • Once the offboarding request is submitted; i.e. in the “Termination Initiated” state, we will not sync any updates made in the HRIS to the termination data.

Ready to Learn More?

📚 Learn more about:

Was this article helpful?

0 out of 0 found this helpful