Our BambooHR integration automatically syncs your employee information from BambooHR to PayFit, significantly reducing the time spent manually entering employee changes.
By using our integration with BambooHR, you can:
💡Save time.
💡Eliminate manual double-entry of data.
💡Enhance workflows and alignment between HR and finance teams.
💡Choose the data you'd like to sync with PayFit.
💡Align your tech stack.
Fields that can be synced
Once the integration is set up, you can sync the following fields from Bamboo to PayFit.
Note: BambooHR is the source of truth. Information is synced from BambooHR to PayFit, not the other way around.
The integration will sync any of the data that is added, deleted or changed:
✅ Personal information: name, gender, date of birth, address, email address and phone number.
✅ Starter information: tax code, NI number, payroll number, and start date.
✅ Employee bank details (using custom fields, see below): bank name, account name, account number and sort code (UK accounts only).
✅ Salary changes: backdated up to one month.
✅ Contract details: job title, contract type, hours per week.
✅ Leaver information: date, reason.
Note: BambooHR displays contract termination data on, or after the contract termination date, so there may be a delay in the contract termination appearing in your PayFit account. For more information, please refer to the FAQs section below.
✅ Payment types: bonuses or commissions.
✅ Leaves: annual and sick leaves, backdated up to one month.
❌ Leave allowances: annual leave or occupational sickness or parental allowances.
❌ Other types of leave: parental, jury service, etc.
❌ Other payment types: such as overtime
❌ Pushing payslips from PayFit to BambooHR
Setting up the integration
There are four steps to setting up the integration between BambooHR and PayFit.
Link your BambooHR account with PayFit.
Choose which employees to sync.
Choose when starters are added to PayFit.
Choose which data fields to sync.
Section one: Link your BambooHR account with PayFit
From the left of PayFit, choose Integration Hub.
Next to BambooHR, click Activate.
Enter your BambooHR domain, then click Enable Integration.
Sign in to your BambooHR account.
You'll be returned to PayFit where the Authentication section shows the BambooHR access key is Saved.
Section two: Decide which employees to sync
You now need to choose which employees from BambooHR that you'd like to sync:
Under the Employee filtering section, click Edit employee filtering settings.
If you want to sync all employees that exist on BambooHR, select Yes, click Save, then continue to Section three.
Otherwise, select No.Choose how you'd like to filter your employees. You can filter by Department, Division, Employment type, or Location.
For example, sync all part-time or permanent employment types in the London, Manchester and Newcastle sites.
At this point, the integration needs to run overnight, to create a connection between your PayFit and BambooHR accounts. Once connected, PayFit can see the Departments, Divisons, Employment types and Locations in your BambooHR account. On the following day, return to the same page, to select the specific groups.
Click Save.
Note: Companies that are filtering by employment status will need to have the 'Permanent' contract set to yes if they wish to have employees set up as Full-Time synced over.
Section three: Choose when starters are added to PayFit
If you choose to sync starters from BambooHR to PayFit, you can choose when to add them, and add an internal cut-off date for whether a starter should appear in this month, or next month's payroll.
When to add starters
Under the Starters and cut-off date section, click Edit starters sync settings.
Next to Do you want to automatically create PayFit starters' profile?, select No if you'd prefer to add starters manually, then click Save and proceed to Section four.
Otherwise, choose Yes if you'd prefer starters to sync automatically from BambooHR.Then choose whether you'd prefer all starters whose information is complete to be synced to PayFit, or only employees whose contract date starts this month.
Add an internal cut-off date
In PayFit, you can now select a date where employees that start after this date won't be synced in the current payroll month. Instead, they'll sync in the following month.
For example, if you have an internal cut-off date of 15th, if an employee has a contract start date of 16th, they shouldn't be included in this month's payroll, so you add a cut-off date of 15th.
To do this:
Under the Cut-off date section, select Yes.
From the drop-down, select the cut-off date.
This is the last date that an employee can start with your company to be included on this month's payroll.Click Save.
Section four: Choose which data fields to sync
Now to choose which fields from BambooHR should sync into PayFit. To do this:
Under the Employee information section, click Edit information sync settings.
Tick the fields you'd like to sync from BambooHR, then click Save.
The integration is now live, and your data will sync from BambooHR each night.
FAQs
How can I track the changes made via the integration?
Changes that impact your current month's payroll are shown in the Monthly changes section of PayFit. To check those changes, from the left, choose Run my payroll, then Monthly changes, then select the relevant section, for example, Starter.
Tip: If there's a problem with the permissions set in your HR software, a warning appears at the top.
Otherwise, to download a full log of the changes, you can use the activity log:
Click Integrations Hub on the left, then the Activated integrations tab.
Click BambooHR.
Click Actions, then Configure.
Click Activity Log.
You can also download the log to review it offline.
How often will my HR data sync to PayFit?
The sync happens nightly (outside of business hours), so BambooHR data is updated in PayFit by the following day.
Why is there a delay in syncing an employee's contract termination date?
BambooHR only makes an employee's contract termination details available to integrations, like PayFit, from the actual termination date. So, even if you record the termination in BambooHR ahead of time, PayFit won't receive the information until the termination date. Once the details are available, the contract termination will sync and appear in your PayFit account during the next scheduled sync.
What happens if there is an issue?
We have a dedicated team that looks after our integrations. They test and monitor the integration regularly, so if we spot anything that looks amiss, our team will notify you and advise you on the next steps.
What happens if I update my employee information on PayFit but not on BambooHR?
Any changes in PayFit will be overwritten by BambooHR data during the next sync.
How are employees matched between PayFit and BambooHR?
To ensure PayFit updates the correct employees with BambooHR information, we use nine data points to match the employee and compare them between both softwares.
To check which employees are matched:
From the left, choose Run my payroll, then Monthly changes.
Under the My BambooHR integration section, click Employee match.
If we're not able to match the employee, the employee's status is Not complete.
A required action also appears to warn you that without the missing information, your payroll won't run. For more information about this, please refer to our Help Centre article.
What additional employee information will I need to add for new starters?
There are some fields necessary to pay an employee that don't exist in BambooHR. You'll need these manually to PayFit. They include; starter checklist, tax code, or HMRC ID information.
Can more features be added to the BambooHR x PayFit integration?
We're always working to improve our integrations, so if you have any suggestions, please submit them via the Contact Us Form.
Does the BambooHR integration work for PayFit in other countries?
The integration is currently only available in the UK.