How does GoalSpan Integrate with BambooHR?
Purpose: To help you understand what GoalSpan is used for and how you can integrate it with BambooHR.
GoalSpan is creating the future for employee feedback and performance. It's a smart tool that replaces the outdated annual review with a simple and intuitive digital platform. Everyone easily sets goals, shares ideas, and gets real-time feedback. This allows employees to perform their best because they are motivated by a clear vision, and understand how they contribute to that vision. Come be a part of our growing community where the world of digital performance is at your fingertips.
You can learn more about GoalSpan in BambooHR's Marketplace.
Login to your GoalSpan account and click "Integration" from the main menu.
Enter your BambooHR subdomain.*
Uncheck "Launch account" if you do not want to immediately launch all your employee's accounts and any new account added after the integration.
Click "Save" and you will immediately be taken to your BambooHR account login page. Once you login, you will be redirected back to GoalSpan where a connection is established and you are automatically assigned an API key.
Employee data from BambooHR will automatically sync with GoalSpan shortly after the connection is made. After the initial connection, data will sync every 15 minutes.
*The subdomain is the first part of your BambooHR URL. So if my URL is https://helpcontent.bamboohr.com, then my subdomain would be helpcontent.
Enabling launch account means that every time a new employee is added to BambooHR, they'll automatically be added to GoalSpan and receive an email to login to their GoalSpan account.
If you would like to connect to BambooHR and get GoalSpan setup before launching employees, you will need to manually launch these employees later.
To launch employees later you will need to login to GoalSpan. Select "Email Notifications" and the "New Account" tab. Select all employee names by clicking the checkbox at the top of the table. Then select "Save" at the bottom of the page.
If you would like future employees to be automatically launched, click "Integration" under the main menu in GoalSpan and check "Launch account".
To generate a new API key with an existing integration, click "Integration" under the main menu and select "Delete". This will take you to the beginning of the integration setup where you can generate a new API key. Generating a new API key will not resend account emails to those who have already had their account launched.
If the BambooHR admin who setup the integration is terminated, the API key will be disabled. The new admin will need to generate a new API key.
Once the integration is enabled, login to BambooHR. On Bamboo Home, go to the Links widget and click "Manage" to add a new link.
Select "Add Link". Then title your link "GoalSpan" or something similar.
In the Link URL field, type the following link (https://www.goalspan.com/bamboo.php?company=) and add your BambooHR subdomain. For example, if your BambooHR login URL is https://helpcontent.bamboohr.com, then your subdomain would be "helpcontent". So you would type https://www.goalspan.com/bamboo.php?company=helpcontent in the Link URL box.
Click "Save". Single sign-on will now be enabled.
To access your GoalSpan account, simply click the new GoalSpan link in the Links widget on Bamboo Home.