BambooHR
Summary​
BambooHR is a popular HRIS solution that lets organizations define organizational membership. Cortex syncs with BambooHR to automatically sync team memberships. You can use BambooHR to understand key information such as:
- Ownership
- Team Membership
- Orphaned Services
Setup​
In order to connect Cortex to your BambooHR instance, you’ll need to create a BambooHR API Key, and add it under Settings → BambooHR.
The token is tied to your BambooHR workspace, which you can find in your url as workspace.bamboohr.com
.
Report Configuration​
Cortex uses the BambooHR integration to automatically sync team memberships. If you have a custom BambooHR Report that has the authoritative list of active employees, you can optionally tell Cortex to use that instead, under Settings → BambooHR.
You can find the Report ID in the URL, for example subdomain.bamboohr.comreports/custom/New+Hires/[Report ID]
.
Team field​
Cortex stores team memberships from BambooHR. It uses the division
field to denote team membership, followed by department
if division
is not specified.
If you have a custom Employee field used to denote team membership, you can add that under Settings → BambooHR.
Service Registration​
Service Descriptor​
Ownership of services through BambooHR is defined through an owner of type group
.
x-cortex-owners:
- type: group
name: My Bamboo HR Team
The name
should be exactly equal to the value in the Team field.