To begin, click on the Settings button, then on Integrations.
Click on Add to SkyPrep in the BambooHR box.
Enable the integration then enter the BambooHR Subdomain and API Key.
Termination Date Action lets you decide what happens if a termination date is added to a user's profile in Paycor. If Reactivate terminated users in the LMS that are no longer terminated in BambooHR is turned on, users will be reactivated if the Termination Date was removed.
Enable Email Notifications on New User Creation will send the New User Notification Email to users when new accounts are created via the integration.
Remove users from groups they are no longer a part of in BambooHR will unenroll users from Groups they are removed from in BambooHR. This will also unenroll them from any courses and Learning Paths they are enrolled in via that Group.
Deactivate users in the LMS that are no longer in BambooHR will disable removed users, preventing them from being able to log in while retaining all of their training records.
Deactivate existing users who no longer match import rules: When enabled, this option will disable the accounts of users who were previously imported via the integration but no longer match the rules in place. This will prevent them from logging in and from being updated further by the integration.
Update the profiles of existing disabled users: When enabled, disabled users will still have their profiles updated by the integration. This overrides the standard behavior of not updating disabled users.
Setting up Data Mapping
Next, click on the Data Mapping field. If you don't see this tab, refresh your browser after enabling the integration.
Here you can choose which SkyPrep Property is linked to your BambooHR values. The Primary Value is what will be used first, with Secondary Value being used if the Primary value is blank in a user's profile.
You can add additional SkyPrep Properties by adding additional Custom Labels in your Platform Settings area.
Finally, click on Import Rules.
This area allows you to set rules to determine which users are added to your platform. To add a rule, click on Add Rule.
You can then set a rule and specify whether the user is added or skipped if they match the conditions.