Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect BambooHR to Sana to handle everyday HR tasks. See who's out, request and approve time off, check balances, clock in and out, log hours, look up and update employee records, and review job applications without leaving Sana.

In summary, the connector has the following key characteristics:

Category: HR
Connector type: Real-time
Auth type: API keys
Hosting type: Managed

Tools

Tools are the operations the agent can use when you ask Sana about BambooHR. In practice, the agent may call more than one to complete a single request.

Tool

Add application comment

Adjust time off balance

Approve time off request

Approve timesheet

Cancel time off request

Clock in

Clock out

Create clock entry

Create employee

Create hour entry

Create hour record

Create or update hour records

Create time off request

Create time off request comment

Delete clock entry

Delete employee

Delete hour entry

Delete hour record

Deny time off request

Get application

Get clock entry

Get company report

Get employee

Get employee file

Get employees directory

Get time off balance

Get time tracking record

Get timesheet

List application ID options

List applications

List changed employees

List clock entries

List company holidays

List employee files

List employees

List hour entries

List job ID options

List status ID options

List time off policies

List time off request comments

List time off requests

List time off types

List timesheets

List Who's out

Read resume

Update application status

Update employee

Update hour record

Update time off request

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in BambooHR when generating the key.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find BambooHR in the list of available connectors

Scroll to the Available connectors section and locate BambooHR.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the BambooHR card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Provide your BambooHR credentials

You'll be asked to paste the credentials for BambooHR so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 6: Complete the set up

You've successfully connected your BambooHR account. Click Continue to complete the setup and start using the connector.

Known limitations

Jobs: The connector can't read job descriptions and can't filter jobs by status — it returns all jobs, including filled or cancelled ones.
Timesheets: Sana can approve timesheets but can't reject them.
IDs from BambooHR settings: Sana can't look up time tracking projects, tasks or breaks, the payroll IDs on hour records, or saved company reports. To use one, give Sana its ID from BambooHR. A saved report's ID appears in its URL.
Hour records: Sana can't list hour records, so it can only read, change or delete one when you give it the record's ID, such as one Sana created for you.

Frequently asked questions

Q: What employee information can Sana see and change?

A: Sana connects with your own BambooHR API key, so it has exactly the access you have in BambooHR. If your access covers compensation, national ID numbers or employee files, Sana can read them too, and it can't see or change anything your access doesn't allow.