BambooHR Integration - Get Started

Maxwell Health and BambooHR have built out an integration that allows for all of your employees’ demographic information to be pulled down from BambooHR into Maxwell Health automatically. The integration also notifies you when specific changes have been made. In this article, you'll learn the steps to setting up and turning on your integration. 

The steps for setting up the integration vary slightly based on the deployment status of your company on Maxwell Health.

(A)Currently live on Maxwell

  1. Your Advisor will notify their Maxwell Account Manager that you’re a BambooHR client, and you’d like to add the BambooHR integration.
  2. Maxwell will ask your Advisor to:
    • Provide your BambooHR SubDomain
      • Your SubDomain is the beginning of the URL you use to get to your BambooHR portal. For example, Dunder Mifflin gets to their BambooHR portal by going to dunder.bambooHR.com. Therefore, their SubDomain is “dunder”.
    • Provide your BambooHR API key
      • You'll need to generate an API key in BambooHR.
  3. In BambooHR, create “Benefit Group” names exactly as you have them set up in Maxwell Health’s “Group” settings.
    • Spaces, special characters, and case must all be consistent.
    • In BambooHR, use the employee field editor to place all employees in a “Benefit Group,” including those not eligible for benefits.
      • Note for large groups, use the power editor in BambooHR to add employees in bulk.
    • Create a Benefit Group called “Ineligible Employees” for all non-benefit eligible employees.
    • If you do not have the “Benefit Group” custom field, you’ll need to submit a request to BambooHR Support to add it. Call 801-724-6600, or email support@bamboohr.com. For more information, visit BambooHR’s support website.
  4. Confirm your employee data in BambooHR is updated and accurate, and that it matches the information in Maxwell Health.
    • Correct any missing or incorrect baseline information (first name, last name, SSN, email) in your BambooHR portal.
    • Confirm that the "Benefit Group" field(s) in your BambooHR portal match the "Group" settings in your Maxwell Health portal, and that all employees are in the correct Benefit Group in BambooHR.
  5. Once we've received confirmation that the above has been completed, we'll notify you once the integration is activated. You'll be asked to set up notifications for this integration.
     

(B) Current client of BambooHR and haven't yet been implemented on Maxwell:

  1. Your Advisor will let us know that a BambooHR integration is requested when they complete your implementation. In the process, they'll provide a few extra pieces of information for the BambooHR integration, including your BambooHR SubDomain, the name of your BambooHR Implementation Consultant, and the BambooHR API key.
    • Your SubDomain is the beginning of the URL you use to get to your BambooHR portal. For example, Dunder Mifflin gets to their BambooHR portal by going to dunder.bambooHR.com. Therefore, their SubDomain is “dunder”.
    • You’ll need to generate an API key in BambooHR.In BambooHR, create “Benefit Group” names exactly as you have them set up in Maxwell Health’s “Group” settings.
    • Spaces, special characters, and case must all be consistent.
    • In BambooHR, use the employee field editor to place all employees in a Benefit Group, including those not eligible for benefits.
      • Note for large groups, use the power editor in BambooHR to add employees in bulk.
    • Create a Benefit Group called “Ineligible Employees” for all non-benefit eligible employees.
    • If you do not have the “Benefit Group” custom field, you’ll need to submit a request to BambooHR Support to add it.  Call 801-724-6600, or emailsupport@bamboohr.com.  For more information, visit BambooHR’s support website.
  2. Confirm your employee data in BambooHR is updated and accurate.
    • You’ll also be asked to confirm that the "Benefit Group" field(s) in your BambooHR portal match the "Group" settings in your Maxwell Health implementation and that all employees are in the correct Benefit Group in BambooHR.
    • Export the first name, last name, compensation, email, and SSN for all employees in BambooHR, and use this information to populate the Maxwell Health census template, provided to you by your Maxwell Health Account Manager.
    • Fill in missing election information, dependent information (if applicable), and any gaps in demographic information directly in the Maxwell Health census. Please note that:
      • Any missing employee demographic information that is added to the Maxwell Health census should also be added to BambooHR manually.
      • If dependent information is added to the Maxwell Health census, it does not need to be added to BambooHR manually, as dependents will not be tracked in BambooHR going forward.
  3. We’ll notify you once we’ve completed the implementation for your company, and your Advisor has reviewed and signed off on its accuracy. At this point, we’ll also set up this integration. We'll notify you once the integration setup is complete, and ask you to set up notifications for this integration.  
 
Note: Setting up the integration follows a separate timeline than your Maxwell Health implementation, but setting up your file won’t delay you from going live in Maxwell. It just means that your file may go live after your company deploys on Maxwell.
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