BambooHR Integration - Process a Change

If an employee indicates in Maxwell that they've experienced a change, or if an employee's information has been changed in their BambooHR portal, such as a new address, you will need to process that change in Maxwell. 

Before you start, please confirm:

For more general information, read an overview of the BambooHR integration.

Process a midyear change in BambooHR and Maxwell Health:

  1. Either you or the employee will make the information change in BambooHR, or in Maxwell Health if it's related to benefits.

  2. If the change you need to process in Maxwell is based on updated information from BambooHR:
    • Within 15 minutes you’ll receive a notification that an employee's information has been updated. 
    • The notification will also include the fields that have been updated by the sync.
    • If you need to make any further changes, you can do that right from the employee's profile.
  3. If the change you need to process is based on a change triggered in Maxwell, you'll need to follow our standard change process.

Note

  • If you don’t receive a notification, you can always check the integration log for the status of the sync by going to Settings > Integrations > BambooHR under Current Integrations tab > Details > Log tab.  
  • Any updates to salary in Bamboo will carry down automatically to Maxwell. You'll want to make sure that an employee's salary-based benefits updated as a result of this update. Whether or not this happens automatically is based on your settings (learn more here).

 

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