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 on the BambooHR integration.

Process a mid-year 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 integration, including what they changed from, and what they changed to.
  3. If the change you need to process is based on a change triggered in Maxwell, you will need to follow our standard change process.

Note

  • You can also manually sync your BambooHR integration at any time, but it’s not recommended. You can do this by going to Settings > Integrations > BambooHR under Current Integrations tab > Details, and press Sync.
  • 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. However, there is another step if any employees are enrolled in a product with rates that depend on the employee's product. For each employee, you'll re-process each salary-based product with the new effective date for the benefit amounts to update accordingly. See step-by-step instructions on how to do this here >

View a slideshow of the steps

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