By setting up the integration between BambooHR and Alleo you will achieve following:
All the existing employees in your BambooHR account will be added to Alleo.
Any mutations in BambooHR (on and off-boarding of employees) will automatically be synced with Alleo on a daily basis.
Setting up the integration
The following high level steps need to be completed to set up the integration:
Share the key with Alleo via an encrypted secret sharing service (1password, onetimesecret.com, or similar)
Alleo performs a check and once approved by you the integration is enabled.
Creating a BambooHR API Key for Integration
The following instructions will show you how to create a new API key:
Log in to Bamboo HR as an administrator
In the action menu go to Access Level tab and select “Add a Non-Employee User” (as shown below in the example)
You will then be able to enter the first name, last name, birthday and email address of the user
Once you create the user, you can assign Custom Access Level
When assigning Custom Access Level, please make sure to provide Read only access to at least the following fields:
Personal section:
First Name
Last Name
Work Email
Birthday
Under Job section:
Hire date
Original hire date
The complete Employment Status section (all subitems)
Optional:
Location
Alleo access field (if applicable)
Creating the API Key
Now the non-employee user is created, the next step is to create an API key for the integration.
Log in as the non-employee user, this way the API key will only have the same access as the non-employee user you created.
Navigate to your profile picture in the top-right corner of your account and select "API Keys." (As show as the example below).
Click “Add a New Key”, The access allowed by each API key is based on the Access Level of the user who generated it.
Click "Show" to show the entire API key.
Copy that value into a notepad or text application.
Share this API key via an encrypted secret sharing service (1password, onetimesecret.com, etc) with your Customer Success Representative at Alleo.
Which data is exchanged between BambooHR and Alleo?
The following data will be retrieved per employee:
First Name
Last Name
Business email
Private email (if business email is not available)
Birthday (if applicable)
alleo
Optional: Selective syncing of employees
If not all the employees who are in BambooHR need to get access to Alleo (for example, due to employee location or position) a custom field needs to be added.
In order to set up this custom field you need to contact BambooHR customer support, and request the following:
Add a field called “alleo_access”
Add the field to the Job tab
Make the field type boolean (true / false)
Once the field is added, please make sure to set it to TRUE for all employees who need to get access to Alleo (see example image below).
Optional: Assigning varying budgets
If you would like to vary the Alleo budget assigned to employees, this can be achieved by adding custom field(s) in Personio to indicate per employee what the budget is that the employee should receive. Follow the instructions in this article to set this up.