Skip to main content

BambooHR Integration

Updated this week

With Screenloop’s HRIS integration you can now transfer candidate data from our ATS to BambooHR, enabling you to export candidates directly while reducing manual tasks and boosting efficiency.

Who can enable this? Only Admin

1. How to Connect to BambooHR

  1. Navigate to Settings > Account > Integrations

  2. Locate the Human resources information systems section

  3. Click on Connect for BambooHR

  4. Fill in your Company Subdomain and press 'Connect'. You will then be redirected to sign in using OAuth-based login for the integration.

    1. Continue setup following this connection guide from StackOne.

  5. Under Settings > Account > Integrations you should now see Factorial with the option to view your integration.

    1. Click View to view Connection Details, or Remove Integration.

2. How to Export Candidate Data to BambooHR

Once the connection is set following the steps above, you can now export data for candidates who have a hired status to BambooHR.

Who can export a candidate? Admin, Hiring Managers and Recruiters

  1. Navigate to the Candidates tab

  2. Click Open Filters, and update the Status to display only Hired candidates

  3. Export the candidate to BambooHR using one of the following options:

    1. From the Candidates list

      1. Click the ellipsis

      2. Select Export to BambooHR

    2. From the Candidates Page

      1. Select the candidate you want to export

      2. Click the ellipsis

      3. Select Export to BambooHR
        ​

    3. From the Job Pipeline

      1. Navigate to the Jobs tab and select the job role your candidate has been hired for

      2. Select the Pipeline tab

      3. In the job workflow, locate the Hired stage

      4. Click the ellipsis

      5. Select Export to BambooHR
        ​

  4. Edit your candidates personal and professional information

  5. Click Export
    ​


Did this answer your question?