BambooHR Report Definition
In this step, you will choose the type of report to generate, attributes to process and the polling interval for your Bamboo HR integration.
You can also apply custom filters on the report data.
Choose the report type¶
If you have selected
Full Extract then a full report for all the selected attributes from the employee attributes will be generated. This report will be generated on the basis of type of polling interval selected.
If you have selected “Delta Extract” then whenever there is any update or change in any of the attributes, it will automatically pull the updated report within the selected intervals of time.
You can also select both, Full and Delta extract and Hire2Retire will process your data in both the reports. For polling, you can refer to BambooHR polling.
Initial one-time full load¶
You can select the
Initial one-time full load checkbox if you want to receive an initial pull of the full report as soon as the flow is deployed.
Select employee attributes you want to process¶
You can select the employee attributes defined in the BambooHR that you want to be processed by Hire2Retire. Hire2Retire pre-selects important attributes. Pre-selected attributes can be removed by you if you don't want them included in the report.
And, if you have enabled 'Future Hire, Rehire and Termination' on Application page then following fields will appear such as (Date Format and Time Zone).
Select Date Format¶
Select the date format of the HR attributes that are of date type. The default date format is MM/DD/YYYY, MM/DD/YY.
Select Time Zone¶
Choose the time zone in which you want to process the scheduled hire, rehire and termination events.
Single time zone¶
All the scheduled hire, rehire and termination events will be executed in a selected time zone. The default time zone is America/New York.
Multiple time zone¶
Here, scheduled onboarding and offboarding records will be executed in the time zone based on the condition defined by HR data. For eg. An organization can have multiple offices at different locations (time zones) for which they can select respective time zones according to their locations.
Apply Selection Criteria¶
Hire2Retire enables you to process specific events and filter out the rest by defining filter criteria.
On clicking the
Apply Filter button, you will be able to set up conditions using employee attributes. Only employees whose attributes match the conditions will be processed. You can create complex filters using And or Or conditions.