|Available for||Roles||Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
|Permissions||• (To enable) Manage API credentials and manage integrations
• (To use) Manage profiles and view associated postings
|Packages||LeverTRM, LeverTRM for Enterprise|
This article depicts scope changes to the BambooHR integration included in the Fall 2023 Product Release, scheduled to rollout progressively in November 2023. For full details, refer to our Fall 2023 Product Release Notes.
To opt out of scope changes and turn off the BambooHR integration, contact Lever Support via the Support Request form.
Streamline the recruiting to HR process by allowing candidate information to flow seamlessly into BambooHR once a candidate is hired in Lever. The candidate data from Lever will dynamically populate a new BambooHR employee profile, minimizing the time spent on manual data entry. This help article will walk you through the process of mapping your Lever data to BambooHR. For details on how to enable and use this integration, refer to our BambooHR help article.
Lever's native integration with BambooHR has been enhanced to pass more fields.
|First Name||Last Name||Preferred Name|
|Phone Number||Job Title||Team|
|Address 1||Address 2||City|
|Hire Date||Pay Rate||Pay Type|
|Job Info Effective Date||Employment Status||Employment Status Date|
The following charts represent the fields that are supported with the standard BambooHR integration.
||In order to support all data mapping options, the BambooHR integration must be authorized by a Full Admin on the BambooHR account.|
Updates to these data mappings and custom fields are supported, but will require additional configuration. If you are interested in learning more, please reach out to Lever Support for more details.
Lever candidate fields
The following candidate details will be transferred over by default (fields marked with an asterisk are required to create a new BambooHR employee profile record):
|Lever Field||BambooHR Field||Notes|
|Name*||First Name*||The first 'name' listed in Name will be used. Ex. If Name is "Damien Hector Fernandez", then the First Name is "Damien"|
|Name*||Last Name*||The last 'name' listed in Name will be used. Ex. If Name is "Damien Espinosa Fernandez", then the Last Name is "Fernandez"|
|Email*||Home Email*||The first email on the candidate profile is used.|
|Phone||Mobile Status||The mobile number or if not found, the first number available is used.|
|-||Status||Set to 'Active' by default|
|Additional Fields||Custom||Please contact Lever Support to get these mapped.|
In addition, Lever Support can migrate a candidate's entire resume into BambooHR, provided the API key has access to view and upload files in your organization's BambooHR environment. To move a candidate's resume from Lever to BambooHR, contact our Support team. Direct your request to Customer Support with the designation "Task > Other" and specify the folder in BambooHR into which you want the resume uploaded.
Lever offer fields
If the following fields exist in the signed offer form when the candidate is hired, they will be included.
|Lever Offer Field||BambooHR Field||Notes|
|Candidate name||First Name||Overrides Lever Candidate details|
|Candidate name||Last Name||Overrides Lever Candidate details|
|Offered compensation amount||Pay Rate|
|Compensation Currency||Pay Rate Currency|
|Type of earnings||Pay Type||Acceptable values are "Year (Salary)", "Month (Salary)", and "Hour (Wage)"|
|Job Title||Job Title||Job Title must match a Job Title value in BambooHR. See below for more info.|
|Anticipated start date||HireDate|
|Anticipated start date||Effective Date: Job Info|
|Anticipated start date||Effective Date: Employment Status|
|Anticipated start date||Effective Date: Compensation|
|Custom||Custom||Please contact Lever Support to get these mapped.|
In addition, Lever Support can migrate a candidate's entire offer letter into BambooHR, provided the API key has access to view and upload files in your organization's BambooHR environment. To move a candidate's offer letter from Lever to BambooHR, contact our Support team. Direct your request to Customer Support with the designation "Task > Other" and specify the folder in BambooHR into which you want the offer letter uploaded.
Lever requisition fields
If the following fields exist on the associated requisition for the signed offer, they will be included.
|Lever Requisition Field||BambooHR Field||Notes|
Location must match a Location value in BambooHR. See below for more info.
|Team||Department||Team must match a Department value in BambooHR. See below for more info.|
|Department||Division||Department must match a Division value in BambooHR. See below for more info.|
|Work Type||Employment Status||Work Status must match a Employment Status in BambooHR. See below for more info.|
|Custom||Custom||Please contact Lever Support to get these mapped.|
Lever profile form fields
If the following fields exist in a profile form titled "BambooHR New Hire" they will be included.
|Lever Profile Form Field||BambooHR Field||Notes|
|First Name||First Name||Overrides Offer form and/or Lever Candidate details|
|Last Name||Last name||Overrides Offer form and/or Lever Candidate details|
|Preferred Name||Preferred Name|
|Address Line 1||Address 1|
|Address Line 2||Address 2|
|Custom||Custom||Please reach out to Lever Support to get these mapped.|
||The integration allows you to pass the BambooHR provisioned custom fields as well as existing BambooHR fields from Lever, given all the custom fields have a value set when creating a new employee record.|
Custom mapping limitations
The solution cannot pass fields in specific tabs. Eg: Time Off, Benefits, Performance, and Onboarding
Fields in a row will not be created if a required field for that row is missing.
A field will not be passed if it is not the correct field type (e.g. text, int, currency).
A field will not be passed specifically for dropdown lists if the value does not match the possible options.
Field types that cannot be passed via API:
Multiple Selection List field
Setting up the offer and requisition fields
Some of the information on the offer form and requisition are transferred by default, however if you would like to customize additional fields please reach out to Lever Support for assistance with custom mappings. Additionally, you will want to read through the following help articles to learn how to prepare your offer and requisition data for custom mapping:
Setting up profile form fields
This optional step needs to be completed by a user assigned to a role provisioned with the 'Manage form settings' permission.
- In Lever, navigate to Settings > Forms
Create a new form titled “BambooHR New Hire”
- For instructions, see our help article on configuring and using forms.
- Include all the fields that you would like to send to BambooHR
- Add the form to the desired candidate profile and fill out the form
For example, if you want to pass 'First Name', 'Last Name' and 'Preferred Name' fields you would do so by following the above steps and as shown in the screenshot below:
Mapping dropdown values in BambooHR
In order to successfully create a candidate profile in BambooHR with job details, you must ensure that the values in BambooHR exactly match the corresponding Lever dropdown values. These values are mapped as follows:
|Lever Field||BambooHR Field|
|Job Title||Job Title|
|Work Type||Employment Status|
||Capitalization and special characters are important when mirroring your job values. For example, if your job location is listed in Lever as "Omaha, Nebraska - Regional Office" the location in BambooHR must be written exactly the same|