Setting Up Motivosity with BambooHR
Step 1: In Motivosity go to Setup->Integration. Click on the ‘Create BambooHR Webhook URL’. This will do two things: 1) Create an authorized Bamboo HR access token in the ‘API Authorizations’ list and 2) Generate a URL that you will copy and paste into the Bamboo Webhook Settings area.
Step 2: In Bamboo->Settings->Account->Webhooks, click on ‘Add Webhook’
Step 3: Name the webhook and choose the following fields to monitor:
Step 4: Choose the following fields to post:
- Employee #
- First Name
- Middle Name
- Last Name
- Preferred Name
- Birth Date
- Work Phone
- Work Email
- Hire Date
- Job Title
- Supervisor ID
Step 6: Paste the URL from Motivosity Setup->Integration->BambooHR into the 'Post to URL' field.
Step 7: Decide on frequency. We recommend choosing '6pm' under 'Hour'. This will cause data to be synchronized every day at 6pm.
Dealing with future hires
If you don't want a future hire to sync into Motivosity yet, just don't enter their email address into Bamboo until their hire date.