BambooHR - Connect my Assembly account to BambooHR

Connecting to an identity provider/HRIS, such as BambooHR, allows you to easily manage the members of your Assembly. You can add employees automatically or manually to your Assembly from BambooHR, depending on how you configure your settings.

NOTE: this help article is for setting up BambooHR as an identity provider/HRIS. While this manages Assembly membership, you can still connect to our Slack or MS Teams chat integrations to use Assembly directly from these platforms. For help configuring either of these integrations, please see our help articles for Slack chat integration or MS Teams chat integration.

Who can use this feature? 

• Only Standard and Premium plans can connect their Assembly to BambooHR (these plans have access to our entire suite of identity manager/HRIS integrations). 
• Only Assembly admins can connect, edit, and disconnect BambooHR as your identity provider/HRIS. This admin must also be a BambooHR admin. 

What to expect

• Only one identity provider/HRIS can be connected at one time.
• Once you’ve connected to BambooHR, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time.

Connect

1. Go to this URL: https://my.joinassembly.com/admin/users/manage
2. Click See All Integrations
3. Click the BambooHR option.
4. Enter your subdomain and API key (see the below for instructions on how to find this information)
5. Click submit.
6. Next step is to select people.

Find my BambooHR API key and subdomain

1. Your subdomain is the name of your company in BambooHR (i.e., [companyname].bamboohr.com)
2. To find your API key, log into your BambooHR account.
3. In the top right corner of your BambooHR dashboard, click the green Bamboo icon.
4. From the menu, select API keys.
5. Click Add a new API key.
6. Name your API key (i.e., Assembly integration).
7. Click Generate Key.
8. Copy the key and paste it into Assembly.

Select People

There are a few ways you can configure how members are added from BambooHR

1. Everyone that joins or leaves the BambooHR directory
2. Anyone that joins or leaves a specific Department
3. Anyone that joins or leaves a specific Division
4. Manage all members manually
   

Everyone that joins or leaves the BambooHR Directory

1. Click Continue with Everyone.
2. Configure whether you want to send invitations to your Assembly now or send them later
3. Configure whether new members are automatically approved or if an admin needs to manually approve them first.
4. Click Create Assembly Accounts.
5. If you selected send invitations now, all members of your BambooHR workers list will receive an invitation to join your Assembly.
6. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
   

Anyone that joins or leaves a specific Business Unit

1. Select a business unit or multiple units from the Business Unit list.
2. Click Continue with # Business Unit(s).
3. Configure whether you want to send invitations to your Assembly now or send them later.
4. Configure whether new members are automatically approved or if an admin needs to manually approve them first.
5. Click Create Assembly Accounts.
6. If you selected send invitations now, all members of the selected department(s) will receive an invitation to join your Assembly.
7. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
   

Anyone that joins or leaves a specific Department

1. Select a department or multiple departments from the Departments list
2. Click Continue with # Department(s)
3. Configure whether you want to send invitations to your Assembly now or send them later.
4. Configure whether new members are automatically approved or if an admin needs to manually approve them first.
5. Click Create Assembly Accounts.
6. If you selected send invitations now, all members of the selected department(s) will receive an invitation to join your Assembly.
7. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
   

Manage all members manually

1. Select each member of your BambooHR workspace you want to add to your Assembly
   a. NOTE: this will require you to manually add additional members and manually remove existing members
2. Click Continue with # People‍
3. Configure whether you want to send invitations to your Assembly now or send them later
4. Click Create Assembly Accounts‍
5. If you selected send invitations now, all selected members of your BambooHR workers list will receive an invitation to join your Assembly
6. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready
   

Edit/delete connection

You can edit your BambooHR connection at any time from both the Manage and Invite sections in Admin.

Edit connection

1. Click Edit Connection 
2. You can change between any of the select people options
3. You can also change which departments/divisions/individual members join your Assembly. (NOTE: Any members added through the previous connection configuration will remain members of your Assembly unless you remove them manually)
4. Click Continue
5. Your updates will be saved and any previously-existing BambooHR member who is no longer included in the criteria you selected will no longer have access to your Assembly through BambooHR‍
6. Disconnecting BambooHR will
   a. Not remove any members from Assembly
   b. Prevent any automatic updates to your members list through BambooHR

Quick settings

1. Quickly change whether to auto-approve new members or if an admin must manually-approve them first
2. Click Save Settings to save your changes
3. You can also disconnect BambooHR from here

And there you have it! You are ready-to-go with your BambooHR identity provider connection. Does your organization use Slack or Microsoft teams to communicate? Make it even easier to use Assembly and Configure your Slack app or Configure your MS Teams app so your members can give recognition directly from Slack or MS Teams.