Field mapping between Lever and BambooHR

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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. 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
Location Department Home Address
Address 1 Address 2 City
State Zip code Country
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.

Field mapping

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 To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

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, please contact Lever Support via the Support Request form. 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 To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

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 Location

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 To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

Lever posting fields

The following fields will only be used as backups if their corresponding requisition and offer fields are not filled out.

Lever Profile Form Field BambooHR Field Notes
Location Location Secondary field used if requisition field is missing. Location must match a Location value in BambooHR. See below for more info.
Team Department

Secondary field used if requisition field is missing. Team must match a Department value in BambooHR. See below for more info.

Department Division

Secondary field used if requisition field is missing. Department must match a Division value in BambooHR. See below for more info.

Job Title Job Title Secondary field used if offer field is missing. Job Title must match a Job Title value in BambooHR. See below for more info.

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  
City City  
State State  
Zipcode zipcode  
Country Country  
Custom Custom To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

 

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:

    • Information fields

    • Section headers

    • Multiple Selection List field

Configuration

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”
  • 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:

BambooHR profile form on candidate profile

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
Location Location
Department Division
Team Department
Work Type Employment Status
Custom* Custom*
* Please reach out to Lever Support for custom field mapping

 

The following instructions will guide you in assuring that everything is set up correctly. Start by logging into BambooHR and clicking on the Settings icon at the top of the dashboard.

Arrow pointing to Settings icon in BambooHR platform header

In the left-hand sidebar, select Employee Fields. Here you will want to ensure that all of the values for Department, Division, Employment Status, Job Title and Location match exactly the values that you have configured in Lever.

Employee fields page in BambooHR settings; arrow points to option in Department field list.

 

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
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