How do BambooHR fields get mapped in Lever?

Dan Reyes-Cairo

April 12, 2021 07:00

Available for	User roles	Admins, Super Admins
Available for	Packages	Select Lever packages

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.

Tip: This help article will walk you through the process of mapping your Lever data to BambooHR. For details on how the integration works and how to enable Lever's integration with BambooHR, please see this help article.

Field Mapping

Lever's native integration with BambooHR has been enhanced to pass more fields than ever before!

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.

Please note: 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 in red 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 reach out to Lever Support to get these mapped.

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 reach out to Lever Support to get these mapped.

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	Please reach out to 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 1	Address 1
Address 2	Address 2
City	City
State	State
Zip	Zip
Country	Country
Custom	Custom	Please reach out to Lever Support to get these mapped.

Please note:

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:

How Do I Customize the Offer Form

How do I Add Requisitions to Lever

Setting up Profile Form Fields

This optional step needs to be completed by a Lever Admin or Super Admin.

Navigate to the form settings page in Lever Hire
Add 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 more details on setting up a profile form and adding it to the candidate profiles see this help article.

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 assure 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.

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

Please note: 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.