Running a business could be likened to driving without GPS—tons of things going on, and you’re going to lose your way most of the time.

That’s where good HR tools become helpful.

Just like having a good toolkit helps you fix problems fast, the right HR software can streamline your processes and save time.

The BambooHR software acts like HR GPS in that it simplifies everything from onboarding to payday.

It centralizes employee data, tracks time off, and helps manage performance, making it an excellent fit for any-sized business. You can focus on what matters most-your people-through BambooHR.

This bamboohr blog include various topicsinvolved in bamboohr tool for the beginners to understand &get to learn the most of it.

Bamboohr Software

Bamboo hr is a HR software with cloud-based features allowing organizations, especially HRs to streamline the manual process of an employee life cycle.

If you are a HR then you can co-relate it with your daily tasks. Not having a proper HR software definitely make you to do the tasks manually with a lot of time & energy invested in it.

Right from the hiring till off boarding an employee there are various tasks involved. Managing & organization all such tasks will be a daunting task if the information is spread all over different files.

Consider if you have multiple branches across the world and not having a capable HR software then handling all the data without a centralized platform makes it worse.

By keeping all these challenges in mind Bamboohr platform provides you a solution with the concept of centralization of data & providing automated tasks for managing the employee data efficiently.

Bamboohr Tutorial

This bamboohr tutorial explains you a step-by-step concept starting from on boarding an employee to off boarding and other important terminologies involved in bamboo hr tool.

So, lets begin with Bamboohr On-boarding

Bamboohr Onboarding:

In today’s job market, screening resumes and scheduling interviews for a desired candidate is a tedious job. The communication with the candidate plays a major role in hiring the best.

Multiple hiring results in lot of human errors and we may loose potential candidate in this manual process which results in hiring a candidate who may not be a proper fit for the job role.

BambooHR’s Applicant Tracking System (ATS) helps to optimize your hiring process and bring the best people to your organization.

Bamboohr ats does require human involvement in some phases of hiring a candidate as you know hiring a candidate doesn’t mean looking for a particular skill but it also requires human judgement to make sure the applied candidate is good fit for the job role.

Once the information is passed through this ATS all the information related to the candidate will be saved automatically.

Once the candidate got selected and proper communication are done. The candidate is good to go for on boarding.

When you hire a candidate, there will be a list of activities or tasks should be completed for the employee. This process is done using Bamboo hr onboarding.

Bamboohr onboarding process begins by allocating the employee into the bamboohr System.

Then the process moves on the Onboarding tab. There will be a set of templates & tasks to performed to complete the entire process of Onboarding.

If you would like to know more on the bamboohr onboarding guide, bamboohr onboarding features, bamboohr onboarding videos then please contact us.

BambooHR Applicant Tracking system (ATS)

BambooHR ats was designed to help companies in effectively managing their hiring process.

It streamlines the recruitment process by organizing and tracking job applications, managing candidate information and simplifying communication with applicants, all within a single platform.

HR teams can easily post job positions, screen resumes, and set up interviews with BambooHR Applicant Tracking. It provides tools for collaboration, allowing hiring managers and team members to leave.

Notes, rate candidates, and share feedback. This makes identifying the best candidate easier and ensures a smooth decision-making process.

Using BambooHR ats, businesses save time, reduce hiring bottlenecks, and make informed hiring decisions. They ensure they find the right talent efficiently while providing a positive experience. 

Bamboohr Payroll

It’s always important to note that worker classification is a crucial aspect of Payroll. Without having a proper categorization there will be a lot of mess created in the payroll.

As of now Bamboohr payroll software includes bamboohr payroll uk, bamboohr payroll Australia, bamboohr payroll usa.

Points to be Considered during setting up a Payroll:

If the employee is working under employer’s control & direction or anindependent contractor.

If it’s an employee working under Employer then the below things have to be considered:

Is the employee working regularly or weekends or mixed days such as 3-day work from home & other days coming to the office.

Is the employee getting proper training

Paying on regular basis

Proper tax calculations & deductions.

Any benefits provided apart from the regular pay.

If the employee is an independent contractor:

We need to focus only the amount paid for the projects.

As taxes, schedules & control over the work will be regulated by themselves not by the organization where that employee is working.

Bamboohr payrollprocessing takes care of all the above considerations and has an automated process to execute an organized payroll process without any errors.

Bamboohr payroll includes the following:

Company set up

Employee data

Employee On boarding

Termination

Running Payroll

Payroll Reports

Payroll Settings

Payroll for employees

Taxes

Payroll Tax services

Year-end preparation

Administration

Bamboohr Integrations

Bamboohr integrations are performed through BambooHR Marketplace. There are around 125 partners who trust the services of bamboohr and integration with them via an Open API.

You have the luxury of syncing confidential employee data between the systems at a pace which you can’t even imagine.

You have the following pre-built partner integrations:

Payroll

Performance management

Application tracking system

Time tracking & scheduling

Learning & Training

Benefits Administration

Below are some of the features of bamboohr integrations:

Faster & hands-free integration

Exclusion of internal IT resources

Customized integrations

Few Bamboohr integrations:

Netsuitebamboohr integration

Adpbamboohr integration

Leveler bamboohr integration

Bamboo hr App

These days developing apps makes living simple as the usage of internet across the globe is increasing rapidly. Anything can be accessed by a click on your mobile devices.

Bamboohr Mobile App gives easy access to everyone working in an organization for utilizing the essential features provided by it.

Bamboo hr app provides the following features to access at a go:

Payroll

Time off

Employee Experience

Performance

Time tracking.

Bamboohr Benefits Administration:

Streamlining the benefits process comparing to traditional form method will ultimately saves a lot of time.

Bamboohr benefits administration works with benefits tracking to provide both companies & employees a pleasant experience. All the employee & benefits data is centralized in a single system making.

Why Bamboohr benefits administration is beneficial?

Accurate, Speed & friendly

Comprehensive reporting

Automated carrier connections.

The complete benefits Administration process is entirely divided into the below categories:

Open Enrollment

Benefits Administration Resources

Setting up benefits plans

Sending Enrollment Data

Bamboo hr Performance Management

Performance of an employee not only dictates organizations growth but also has an impact in employees career growth as well.

Performance doesn’t include only work considerations but there are other factors such as engagement, satisfaction, cultural aspects, reviews, etc.

Bamboo hr performance management categorized what all required to improve the performance of an employee by executing a set of things in separate tabs.

Performance management in Bamboo hr tool is organized in 3 different tabs under employee record:

Goals

Feedback &

Assessment

Goals

Create, track & customize:

Both managers and employee can discuss together which improves engagement & performance.

Regular Email: Provides progress updates

Notifies managers when a goal is completed

Provides managers with team’s overall progress

Feedback

The best productive feature to improve an employee performance & it’s strongly linked to an employee satisfaction. It also identifies career development opportunities and makes managers to have a coaching role

Assessment

It completely consists of set of questions for both managers and employees.

These provide important feedback which specifically used for engagement, productivity & cultural affairs

It has to be implemented for several times a year which promotes better engagement

Assessment reports

Bird sight view of where your team is in the assessment process.

Employee performance

Contains completed reviews in both visually & actionable data.

Entire team is displayed in a chart board that maps performance & engagement.

Company performance reports

Displays how the employees feel about the organization

Track deficiencies & engagement levels of an organization

Can be tracked by department wise.

Bamboohr Recruitment

Bamboohr recruitment can organize all the tasks required in hiring, such as screening resumes and background checks.

Resume screening: It can filter out resumes based on background checks, skills, and other suitable features for the position.

Background checks: As background checks consume a lot of time, it is not easy to filter out the candidates, so using AI background checks performs faster and makes the work easy for the HRs.

Communication with candidates: We conduct initial screening and schedule an interview.

However, sometimes, we may not have time to plan or attend the interview, so we can send questions to the candidates and then answer them.

Bamboohr HRIS

HRIS refers to Human Resource Information System. It’s a key component for HRs as it helps them to get to know all the information related to employees in an organization.

HR department utilizes Bamboohr HRIS to organize, manage, store and track employee’s information there by reducing the time spent on sheets & documents.

HRsuses theBamboohr HRIS system tocombine both employee records & their reports for some of the important works involvedin an organization such as

Hiring

Onboarding

Payroll

Benefits Administration

Time management &

Employee Performance Management

Bamboohr Time Off

Time off Request sent by an employee&approvingit is one of the regular tasks taken care of HRs and managers. If the proper response is not given on time, then it can create a lot of conflicts.

Bamboohr time off takes care of those concerns and with the help of bamboohr mobile app, there will be notifications & alerts sent to the mobile so that the decision can be taken easily & a faster rate.

Bamboohr time off includes:

Time off Approvals

Requesting Time off

Managing Time off

Time off Reporting.

Bamboohr Offboarding

Offboardingis the process when an employee decides to leave an organization for multiple reasons. Having a smooth departure during the offboarding processmakes employees satisfied.

Offboarding process involves documentation and has to be taken care properly.

The following are some of the key considerations during the time of offboarding:

Backup of the employee

Detailed report of projects undertaken

Retaining company’s equipments

Changing their passwords

Final Paycheck

401(k) form

Bamboohr offboarding helps organizations to provide a separate tab containing various tasks for employees with complete automation to save the time and conduct a good way of communication between employee & organization.

Bamboohr offboarding process doesn’t follow traditional methods of sending emails & calls for enquiring paychecks, benefits, insurance etc.

Bamboohr also provides security checks during offboarding process to prevent the legal actions.

Finally, you will be having a tab where it provides a feedback task to make sure the employee feedback is considered for further growth of an organization.

Bamboohr Webhooks

Basically, webhooks are tools that helps to understand if there are any actions or changes happens to a particular field of an employee in an organization.

Bamboohr allows organizations to execute webhooks when there is a need of changes required on employee data.

Organizations with the help of Bamboohr webhooks can monitor the fields which got changed.

Bamboohr webhooks supports 2 types of webhooks:

Global

Permissioned.

Bamboohr webhook can be applied on the below list of fields:

Employee Personal Information

Employee Compensation changes

Employee Status

Employee Paygroup

Employee Time tracking

Bamboohr Time Tracking

Time tracking plays a major role during payroll process. Getting information from time tracking some times creates errors which might results in delaying the payroll process.

Bamboohr time tracking makes HR & payroll Admin tasks easy by providing hourly time management & reports of all the employees.

Bamboo hr time tracking features:

Time Tracking is one of the most challenging tasks to HRs, With built in automatic reminders bamboo hr eliminates the time involved in calculating the exact hours & time spent by an employee.

Clock in & Clock out made easy for the employees by directly accessing it in the Home page itself. And the data is automatically integrates with timesheets for detailed analysis or reports.

Bamboohr Timesheets

When you enable time tracking in bamboohr it automatically creates time sheets for employees.

You can see the below in a timesheet tab:

Header: Employee & company details

Timesheet summary: Includes working hours, time offs, Holidays

Timesheet Entry: Includes display of date, daily work hours, project tasks, Clock in Clock out details.

Bamboohr Reporting

Reports are one of the key features has to be integrated in your HR software for the growth of a company. Management can take inputs from the reports and analyze them carefully to finally make a decision for the upcoming hurdles.

Bamboohr reporting software has answer for every single data included in the bamboo hr tool.

Key features of bamboohr reporting:

Instant generation of reports

Automations

Detailed reports in the form of self-explanatory graphical representations

Dynamic Dashboards for individual roles such as admins, executives, managers, employees, HRs.

Saves Time & Money.

Steps involved in bamboohr request time off

In the home page click on request time off under widgets (time off)

Enter the required dates

Select the category

Enter number of days

Enter a note regarding the request

Verify the pop up by checking the balanced leaves available

Finally send the request for approval. 

Bamboohr Scheduling

In an organization, various departments work for different shifts. Scheduling & maintaining records of these data sometimes results in conflicts between the employee & management.

Scheduling an employee on a particular shift involves lot of factors such as the employee availability, locality, position and most importantly which employee is worth working on a particular shift.

Bamboohr scheduling provides alarm notifications when any conflict arises in scheduling & provides you suggestions to identify which employee is most suitable for a particular shift.

Employees get SMS and emails whenever there is a change in existing shift.

Other few important concepts to know in bamboo hr tool:

Bamboohr two factor authentication

When we are working in a software its always essential to have a security policy to prevent un authorized access. As there will be a lot of sensitive information involved.

Bamboohrsoftware gives highest priority with related to security & hence they apply 2 factor authentication by default.

With 2-Step Login being required, your employees will need to enter a passcode each time they log in to their account or choose Trust this device (for six months).

Your account will be set to Required forall, and you will not be able to change this setting.

TRAXPayroll

TRAXPayroll is a 3^rd party tool integrated with Bamboohr to generate a complete payroll report. Bamboohr payroll remains as the main source to obtain the payroll information.

But if you would like to avail advanced features of Payroll then you can use TRAXPayroll.

Advanced Options include:

Additional payroll reporting

Customized payroll reports

Payroll email notifications management

Excluding deductions

Excluding employee taxes

Conclusion:

It streamlines various HR processes and is considered one of the best user-friendly human resource management software. It helps users optimise their HR functions by providing features like record management, performance tracking, time-off management, and reporting for small—to medium-sized businesses. Any organisation’s top priority is to provide a seamless experience to its employees, improve their efficiency, and create a positive environment.