BambooHR Set-Up

BambooHR is all-in-one HR software made for small and medium businesses and the people who work in them. The software makes it easy to collect, maintain, and analyze your people data, improve the way you hire talent, onboard new employees, manage compensation, and develop your company culture.

The Northpass integration enables the automation of workflows between BambooHR and Northpass, removing the need to manually provide course access to users.

After the integration is set up, you will be able to add Northpass courses as employee trainings within BambooHR and automatically schedule these trainings for employees.

Step 1

In BambooHR, go to Settings in the upper right hand corner and select Trainings from the list on the left.

Step 2

Select + New Training and fill all the required fields. Choose how the trainings should be assigned to learners, including managing requirements and due dates.

Step 3

In your Northpass account, go to Apps and click 'Configure' next to the BambooHR app:

Step 4

Select the correct BambooHR domain and click Connect BambooHR.

You will now be prompted to the Integration window.

Step 5

IMPORTANT! Now map your Northpass courses to your BambooHR trainings. Without mapping the courses, the integration will not functioning completely and course completion will not sync properly. 

Once you have mapped the Northpass courses to the BambooHR training within Northpass, you will not need to make any changes to the course link provided to your employees within BambooHR. The mapping will automatically populate the accurate Northpass course link in BambooHR for you.

If you cannot find training in the dropdown menu, ensure integration is synced and begin to type the training name in.

Instructor-led training cannot be directly mapped to BambooHR. However, when

setting up an instructor-led training under the preferences, you can assign them to your courses.

You can create a course with content tied to the event. Then, just link the event to the previously created course and as the last step -- map the course to a training in BambooHR.

Step 6

Your BambooHR+Northpass Integration is successfully set up! All new employees added in BambooHR will automatically be assigned their training. The new employee will also be automatically added to Northpass. Fields will include an image, work email, first name, and last name

After an employee has completed the Northpass course, the corresponding training will automatically be marked as complete within BambooHR.

Additional BambooHR Settings:

Go to Settings in the upper right-hand corner and select Email Alerts from the list on the left. Click +Add Alert and select from the dropdown

You can adjust the Training's settings to alert you when an employee has not completed their assigned training.

When an employee is marked as terminated within BambooHR, they will also lose their access to Northpass courses.

For additional tips and tricks with using our BambooHR Integration check out our new BambooHR FAQ Document.