This article describes how to set up a data sync to populate Performance Pro with data from BambooHR.
How It Works
When the data sync is established, designated employee data fields within Performance Pro are updated from BambooHR every 15 minutes. To set up the data sync, please reach out to the Performance Pro Client Experience Team and they will assist you with getting an API key from BambooHR. Performance Pro will enter the key into the database and then work with you to complete the final steps. Prior to enabling data sync, please review your data in BambooHR to confirm the data in the "Job Title" and "Reports To" fields match what is in Performance Pro.
A list of shared fields is below:
BambooHR field > Performance Pro field
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First name > First name
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Middle name > Middle name
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Last name > Last name
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Hire date > Hire date
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Termination Date > Termination date
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Reports To > Appraiser. Please note, this will not be assigned within PerformancePro if that individual is not listed in the "Reports To" field within the Job Information table in BambooHR.
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Job Title > Position. New Job Titles added within BambooHR will create a new blank Position within PerformancePro if that option does not already exist within Performance Pro. Be sure to add Job Titles to PerformancePro before assigning them to an employee within BambooHR, so when the update occurs, Performance Pro will recognize the data is coming from BambooHR. To add a new Job Title in Performance Pro, go to System Setup > Content Customization > Position Configuration.
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Employee # > Username. If the Employee #/Username field is changed in either BambooHR or Performance Pro, the corresponding field will need to be updated manually within the other system.
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Work Email > E-Mail Address
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Department > Division
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Location > Location
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Division > Division
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Employment Status > Status
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Pay Type > Pay Basis
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Pay Rate > Salary
Please note the following business rules:
- If the Employee #/Employee ID field in BambooHR or the Username field in Performance Pro is changed, the corresponding field will need to be manually updated in the other system. This will prevent a single sign-on malfunction.
- Duplicate Employee #/Employee ID’s will prevent the integration to function correctly.
- If you have new Departments, Divisions, or Locations, add them in Performance Pro before adding them or assigning employees to them in BambooHR. This will ensure that when BambooHR updates the corresponding field in Performance Pro, the correct option is available otherwise, it will create a blank field.
- The appraiser will not be designated or assigned within Performance Pro if that individual is not listed in the “Reports To” field in the Job Information Table in BambooHR.
- Appraiser changes will default to use the Copy confirmation option within Performance Pro.
- The flow of data is from BambooHR to Performance Pro. This is a one-way data flow and information does not flow from Performance Pro back to BambooHR.